OSHKOSH, WI
Allocation by class
Portfolio Concentration
Top 3 weight
22.4%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 1.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 52.50K | SH | $32.93M 13.87% | 0.00 | 0.00 | 52.50K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 112.90K | SH | $11.51M 4.85% | 0.00 | 0.00 | 112.90K |
ISHARES TRSOLE | CORE US AGGBD ET | 87.97K | SH | $8.79M 3.70% | 0.00 | 0.00 | 87.97K |
JPMORGAN CHASE & CO.SOLE | COM | 25.65K | SH | $8.27M 3.48% | 0.00 | 0.00 | 25.65K |
APPLE INCSOLE | COM | 29.89K | SH | $8.13M 3.42% | 0.00 | 0.00 | 29.89K |
BROADCOM INCSOLE | COM | 23.31K | SH | $8.07M 3.40% | 0.00 | 0.00 | 23.31K |
MICROSOFT CORPSOLE | COM | 15.02K | SH | $7.27M 3.06% | 0.00 | 0.00 | 15.02K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 141.62K | SH | $7.16M 3.02% | 0.00 | 0.00 | 141.62K |
ISHARES TRSOLE | CORE MSCI EAFE | 66.14K | SH | $5.92M 2.49% | 0.00 | 0.00 | 66.14K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 110.80K | SH | $5.57M 2.35% | 0.00 | 0.00 | 110.80K |
WALMART INCSOLE | COM | 44.58K | SH | $4.97M 2.09% | 0.00 | 0.00 | 44.58K |
ALPHABET INCSOLE | CAP STK CL A | 14.12K | SH | $4.42M 1.86% | 0.00 | 0.00 | 14.12K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 9.99K | SH | $3.83M 1.61% | 0.00 | 0.00 | 9.99K |
EATON CORP PLCSOLE | SHS | 11.33K | SH | $3.61M 1.52% | 0.00 | 0.00 | 11.33K |
ISHARES TRSOLE | CORE S&P MCP ETF | 53.77K | SH | $3.55M 1.49% | 0.00 | 0.00 | 53.77K |
WISDOMTREE TRSOLE | WISDOMTREE US VA | 36.05K | SH | $3.36M 1.42% | 0.00 | 0.00 | 36.05K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 22.74K | SH | $3.26M 1.37% | 0.00 | 0.00 | 22.74K |
HOME DEPOT INCSOLE | COM | 9.33K | SH | $3.21M 1.35% | 0.00 | 0.00 | 9.33K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 7.89K | SH | $3.07M 1.29% | 0.00 | 0.00 | 7.89K |
ISHARES TRSOLE | MSCI USA MIN VOL | 31.02K | SH | $2.92M 1.23% | 0.00 | 0.00 | 31.02K |
ANALOG DEVICES INCSOLE | COM | 10.29K | SH | $2.79M 1.18% | 0.00 | 0.00 | 10.29K |
META PLATFORMS INCSOLE | CL A | 4.08K | SH | $2.70M 1.14% | 0.00 | 0.00 | 4.08K |
CHUBB LIMITEDSOLE | COM | 8.56K | SH | $2.67M 1.13% | 0.00 | 0.00 | 8.56K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.48K | SH | $2.67M 1.13% | 0.00 | 0.00 | 5.48K |
CME GROUP INCSOLE | COM | 9.20K | SH | $2.51M 1.06% | 0.00 | 0.00 | 9.20K |