All US holdings of this investor are reported in this report. Top holdings included ISHARES TR MSCI EAFE ETF, MSFT, VANGUARD INDEX FDS MCAP VL IDXVIP, BRKB, and VANGUARD INDEX FDS MCAP GR IDXVIP.
Filing 2024 Q1 compared to 2023 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Jason Deitz
SVP & Chief Investment Officer
Wisconsin Rapids, Wisconsin
17 Apr 2024
WoodTrust Financial Corp is the parent holding company of WoodTrust Bank. The characterization of shared investment discretion with parent holding companies is made solely as a consequence of SEC interpretations regarding control through share ownership.
We use cookies and similar technologies to provide certain features, enhance
the user experience and deliver content that is relevant to your interests.
Depending on their purpose, analysis and marketing cookies may be used in
addition to technically necessary cookies. By clicking on "Agree and
continue", you declare your consent to the use of the aforementioned cookies.
Here
you can make detailed settings or revoke your consent (in part if necessary)
with effect for the future. For further information, please refer to our
Privacy Policy
.