MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
16.7%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 4.51M
Full voting authority
2.83K
shares
Joint voting authority
0.00
shares
No voting authority
4.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 55K | SH | $32.86M 7.99% | 216.00 | 0.00 | 54.78K |
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 515.76K | SH | $23.93M 5.82% | 0.00 | 0.00 | 515.76K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 187.21K | SH | $11.69M 2.84% | 0.00 | 0.00 | 187.21K |
NVIDIA CORPORATIONSOLE | COM | 66.94K | SH | $11.67M 2.84% | 0.00 | 0.00 | 66.94K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 100.07K | SH | $9.28M 2.26% | 520.00 | 0.00 | 99.55K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 175.30K | SH | $9.25M 2.25% | 0.00 | 0.00 | 175.30K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 61.49K | SH | $8.99M 2.19% | 0.00 | 0.00 | 61.49K |
ISHARES TRSOLE | CORE S&P MCP ETF | 124.75K | SH | $8.42M 2.05% | 671.00 | 0.00 | 124.08K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 171.65K | SH | $8.32M 2.02% | 0.00 | 0.00 | 171.65K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 130.28K | SH | $7.58M 1.84% | 0.00 | 0.00 | 130.28K |
APPLE INCSOLE | COM | 29.80K | SH | $7.56M 1.84% | 0.00 | 0.00 | 29.80K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.61K | SH | $7.28M 1.77% | 424.00 | 0.00 | 12.19K |
ALPHABET INCSOLE | CAP STK CL A | 25.18K | SH | $7.24M 1.76% | 0.00 | 0.00 | 25.18K |
MICROSOFT CORPSOLE | COM | 19.47K | SH | $7.21M 1.75% | 0.00 | 0.00 | 19.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.81K | SH | $6.62M 1.61% | 0.00 | 0.00 | 13.81K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 130.89K | SH | $6.54M 1.59% | 0.00 | 0.00 | 130.89K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 154.97K | SH | $6.02M 1.46% | 0.00 | 0.00 | 154.97K |
AMAZON COM INCSOLE | COM | 25.91K | SH | $5.40M 1.31% | 0.00 | 0.00 | 25.91K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 97.07K | SH | $5.13M 1.25% | 0.00 | 0.00 | 97.07K |
META PLATFORMS INCSOLE | CL A | 8.57K | SH | $4.90M 1.19% | 0.00 | 0.00 | 8.57K |
ISHARES TRSOLE | CORE S&P TTL STK | 33.96K | SH | $4.84M 1.18% | 0.00 | 0.00 | 33.96K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 67.39K | SH | $4.78M 1.16% | 0.00 | 0.00 | 67.39K |
SPDR GOLD TRSOLE | GOLD SHS | 10.99K | SH | $4.73M 1.15% | 0.00 | 0.00 | 10.99K |
TESLA INCSOLE | COM | 12.21K | SH | $4.54M 1.10% | 0.00 | 0.00 | 12.21K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 46.31K | SH | $4.53M 1.10% | 0.00 | 0.00 | 46.31K |