Milwaukee, WICIK 9139904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
126 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 341.3K | $114.44M | 25.2% | −3.7K | Reduced |
| 2 | Ishares Tr | 365.2K | $76.82M | 16.9% | +4.1K | Added |
| 3 | Ishares Tr | 311.7K | $61.91M | 13.6% | −18.1K | Reduced |
| 4 | Ishares Tr |
| 444.0K |
| $30.24M |
| 6.7% |
| +16.0K |
| Added |
| 5 | Dimensional ETF Trust | 473.9K | $23.65M | 5.2% | +131.3K | Added |
| 6 | Capital Grp Fixed Incm ETF T | 541.9K | $14.09M | 3.1% | +293.7K | Added |
| 7 | Ishares Tr | 271.1K | $13.68M | 3.0% | −224.3K | Reduced |
| 8 | Vanguard Index Fds | 20.0K | $12.56M | 2.8% | +523 | Added |
| 9 | Ishares Tr | 19.7K | $9.33M | 2.1% | −114 | Reduced |
| 10 | Apple Inc | 28.1K | $7.64M | 1.7% | −318 | Reduced |
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