MILWAUKEE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
31.9%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 106.20K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
106.20K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares TrSOLE | iBOXX Hi Yd ETF | 20.35K | SH | $1.62M 14.98% | 0.00 | 0.00 | 20.35K |
ORACLE CORPSOLE | COM | 7.21K | SH | $1.06M 9.82% | 0.00 | 0.00 | 7.21K |
UNITEDHEALTH GROUP INCSOLE | COM | 2.85K | SH | $770.9K 7.13% | 0.00 | 0.00 | 2.85K |
DISNEY WALT COSOLE | COM | 7.98K | SH | $769.4K 7.12% | 0.00 | 0.00 | 7.98K |
MICROSOFT CORPSOLE | COM | 2.07K | SH | $766.6K 7.09% | 0.00 | 0.00 | 2.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.59K | SH | $763.4K 7.06% | 0.00 | 0.00 | 1.59K |
COMCAST CORP NEWSOLE | CL A | 26.41K | SH | $758.3K 7.02% | 0.00 | 0.00 | 26.41K |
iShares TrSOLE | 20 Yr Tr BD ETF | 7.68K | SH | $665.8K 6.16% | 0.00 | 0.00 | 7.68K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.02K | SH | $648.7K 6.00% | 0.00 | 0.00 | 2.02K |
BOEING COSOLE | COM | 2.58K | SH | $513.7K 4.75% | 0.00 | 0.00 | 2.58K |
Home Depot IncSOLE | Com | 1.50K | SH | $494.7K 4.58% | 0.00 | 0.00 | 1.50K |
ISHARES TRSOLE | MSCI USA MIN VOL | 5K | SH | $463.7K 4.29% | 0.00 | 0.00 | 5K |
iShares TrSOLE | MSCI Emg Mkt ETF | 5.92K | SH | $336.0K 3.11% | 0.00 | 0.00 | 5.92K |
ADOBE INCSOLE | COM | 1.13K | SH | $273.5K 2.53% | 0.00 | 0.00 | 1.13K |
Intel CorpSOLE | Com | 5.16K | SH | $227.9K 2.11% | 0.00 | 0.00 | 5.16K |
VISA INCSOLE | COM CL A | 753.00 | SH | $227.6K 2.11% | 0.00 | 0.00 | 753.00 |
Procter and Gamble Co.SOLE | Com | 1.56K | SH | $225.6K 2.09% | 0.00 | 0.00 | 1.56K |
VERIZON COMMUNICATIONS INCSOLE | COM | 4.42K | SH | $221.7K 2.05% | 0.00 | 0.00 | 4.42K |