Waterloo, IACIK 8877484 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
237 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 26.2K | $16.46M | 5.2% | −115 | Reduced |
| 2 | Spdr Series Trust | 135.7K | $10.88M | 3.5% | −542 | Reduced |
| 3 | Vanguard Tax-Managed Fds | 138.2K | $8.63M | 2.7% | −1.6K | Reduced |
| 4 | Berkshire Hathaway Inc Del |
| 14.4K |
| $7.22M |
| 2.3% |
| +388 |
| Added |
| 5 | Alphabet Inc | 22.9K | $7.18M | 2.3% | +1.2K | Added |
| 6 | Microsoft Corp | 12.5K | $6.03M | 1.9% | +1.0K | Added |
| 7 | Jpmorgan Chase & Co. | 17.9K | $5.76M | 1.8% | +1.2K | Added |
| 8 | First Tr Exchange-Traded Fd | 269.6K | $5.72M | 1.8% | +8.3K | Added |
| 9 | Spdr Index Shs Fds | 124.1K | $5.51M | 1.7% | −465 | Reduced |
| 10 | Spdr Series Trust | 213.3K | $5.49M | 1.7% | +2.9K | Added |
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