WAUSAU, WI
Allocation by class
Portfolio Concentration
Top 3 weight
34.3%
Top 10 weight
66.9%
Voting Authority Distribution
Total shares with voting rights: 3.10M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.10M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 48.64K | SH | $36.43M 13.14% | 0.00 | 0.00 | 48.64K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 131.99K | SH | $31.23M 11.26% | 0.00 | 0.00 | 131.99K |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 231.09K | SH | $27.50M 9.92% | 0.00 | 0.00 | 231.09K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 173.02K | SH | $27.34M 9.86% | 0.00 | 0.00 | 173.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.63K | SH | $17.40M 6.28% | 0.00 | 0.00 | 23.63K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 142.54K | SH | $14.00M 5.05% | 0.00 | 0.00 | 142.54K |
INNOVATOR ETFS TRUSTSOLE | LADERD ALCTN PWR | 196.84K | SH | $10.37M 3.74% | 0.00 | 0.00 | 196.84K |
FIRST TR EXCHANGE-TRADED FDSOLE | VEST LADDERED | 358.55K | SH | $7.45M 2.69% | 0.00 | 0.00 | 358.55K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 86.33K | SH | $7.14M 2.57% | 0.00 | 0.00 | 86.33K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 110.79K | SH | $6.53M 2.36% | 0.00 | 0.00 | 110.79K |
ISHARES TRSOLE | CORE MSCI EURO | 84.81K | SH | $6.37M 2.30% | 0.00 | 0.00 | 84.81K |
ETF SER SOLUTIONSSOLE | DEFIA QUANT ETF | 36.86K | SH | $6.10M 2.20% | 0.00 | 0.00 | 36.86K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 108.13K | SH | $5.74M 2.07% | 0.00 | 0.00 | 108.13K |
SPDR SERIES TRUSTSOLE | ST STR RATE ETF | 169.86K | SH | $5.24M 1.89% | 0.00 | 0.00 | 169.86K |
ISHARES TRSOLE | FLTG RATE NT ETF | 100.98K | SH | $5.16M 1.86% | 0.00 | 0.00 | 100.98K |
VANGUARD MALVERN FDSSOLE | MULTI SECTOR | 99.58K | SH | $5.11M 1.84% | 0.00 | 0.00 | 99.58K |
FIDELITY COVINGTON TRUSTSOLE | FUN SMA MID ETF | 127.23K | SH | $4.86M 1.75% | 0.00 | 0.00 | 127.23K |
SPDR SERIES TRUSTSOLE | ST STR SP AERO | 12.08K | SH | $3.43M 1.24% | 0.00 | 0.00 | 12.08K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 62.88K | SH | $3.30M 1.19% | 0.00 | 0.00 | 62.88K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 71.34K | SH | $3.16M 1.14% | 0.00 | 0.00 | 71.34K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST RIS | 107.38K | SH | $3.16M 1.14% | 0.00 | 0.00 | 107.38K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INDL INDX | 29.05K | SH | $2.89M 1.04% | 0.00 | 0.00 | 29.05K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 41.82K | SH | $2.86M 1.03% | 0.00 | 0.00 | 41.82K |
VANGUARD FIXED INCOME SECS FSOLE | HIGH-YIELD ACTV | 33.87K | SH | $2.54M 0.91% | 0.00 | 0.00 | 33.87K |
ISHARES TRSOLE | IBOXX HI YD ETF | 24.89K | SH | $1.99M 0.72% | 0.00 | 0.00 | 24.89K |