EAU CLAIRE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
29.1%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 4.77M
Full voting authority
4.77M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB INTERNATIONAL EQUITY ETFSOLE | ETF | 1.30M | SH | $28.73M 10.68% | 1.30M | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 64.61K | SH | $28.32M 10.53% | 64.61K | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | ETF | 75.87K | SH | $21.23M 7.89% | 75.87K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 VALUE ETFSOLE | ETF | 405.57K | SH | $21.23M 7.89% | 405.57K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 135.54K | SH | $14.81M 5.51% | 135.54K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 277.06K | SH | $13.70M 5.09% | 277.06K | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 73.65K | SH | $13.02M 4.84% | 73.65K | 0.00 | 0.00 |
SCHWAB 5-10 YEAR CORPORATE BOND ETFSOLE | ETF | 511.21K | SH | $11.64M 4.32% | 511.21K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 96.63K | SH | $9.59M 3.56% | 96.63K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 17.06K | SH | $9.41M 3.50% | 17.06K | 0.00 | 0.00 |
SCHWAB U.S. REIT ETFSOLE | ETF | 401.40K | SH | $8.49M 3.16% | 401.40K | 0.00 | 0.00 |
VANGUARD MORTGAGE-BACKED SECURITIES ETFSOLE | ETF | 178.12K | SH | $8.25M 3.07% | 178.12K | 0.00 | 0.00 |
ISHARES 20 YEAR TREASURY BOND ETFSOLE | ETF | 90.12K | SH | $7.95M 2.96% | 90.12K | 0.00 | 0.00 |
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFSOLE | ETF | 117.01K | SH | $6.36M 2.36% | 117.01K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 19.69K | SH | $6.00M 2.23% | 19.69K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 77.09K | SH | $5.68M 2.11% | 77.09K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 63.31K | SH | $5.28M 1.96% | 63.31K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 13.35K | SH | $4.06M 1.51% | 13.35K | 0.00 | 0.00 |
FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETFSOLE | ETF | 57.28K | SH | $3.62M 1.34% | 57.28K | 0.00 | 0.00 |
VANGUARD RUSSELL 3000 ETFSOLE | ETF | 12.89K | SH | $3.51M 1.31% | 12.89K | 0.00 | 0.00 |
SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 47.11K | SH | $3.42M 1.27% | 47.11K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 116.01K | SH | $3.39M 1.26% | 116.01K | 0.00 | 0.00 |
INVESCO NASDAQ 100 ETFSOLE | ETF | 14.79K | SH | $3.36M 1.25% | 14.79K | 0.00 | 0.00 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 50.74K | SH | $2.70M 1.00% | 50.74K | 0.00 | 0.00 |
SPDR PORTFOLIO MORTGAGE BACKED BOND ETFSOLE | ETF | 80.13K | SH | $1.77M 0.66% | 80.13K | 0.00 | 0.00 |