MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
44.4%
Top 10 weight
77.9%
Voting Authority Distribution
Total shares with voting rights: 10.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Schwab S&P 500 Index FundSOLE | SWPPX | 4.15M | SH | $80.19M 22.53% | 0.00 | 0.00 | 4.15M |
iShares Core U.S. Aggregate Bond ETFSOLE | AGG | 443.67K | SH | $43.91M 12.34% | 0.00 | 0.00 | 443.67K |
Schwab U.S. Dividend Equity ETFSOLE | SCHD | 1.06M | SH | $33.77M 9.49% | 0.00 | 0.00 | 1.06M |
Schwab International Equity ETFSOLE | SCHF | 1.09M | SH | $30.27M 8.51% | 0.00 | 0.00 | 1.09M |
Vanguard Short-Term Bond Index Fund ETF SharesSOLE | BSV | 249.96K | SH | $19.47M 5.47% | 0.00 | 0.00 | 249.96K |
Vanguard Mortgage-Backed Securities Index Fund ETF SharesSOLE | VMBS | 332.62K | SH | $15.57M 4.38% | 0.00 | 0.00 | 332.62K |
Schwab U.S. Mid-Cap Index FundSOLE | SWMCX | 894.94K | SH | $14.85M 4.17% | 0.00 | 0.00 | 894.94K |
iShares Core S&P Small-Cap ETFSOLE | IJR | 91.75K | SH | $13.61M 3.82% | 0.00 | 0.00 | 91.75K |
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETFSOLE | VBIL | 171.06K | SH | $12.95M 3.64% | 0.00 | 0.00 | 171.06K |
iShares Core MSCI Emerging Markets ETFSOLE | IEMG | 153.63K | SH | $12.73M 3.58% | 0.00 | 0.00 | 153.63K |
JANUS HENDERSON AAA CLO ETFSOLE | JAAA | 220.35K | SH | $11.13M 3.13% | 0.00 | 0.00 | 220.35K |
iShares MSCI USA ESG Select ETFSOLE | SUSA | 60.03K | SH | $9.26M 2.60% | 0.00 | 0.00 | 60.03K |
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETFSOLE | XHLF | 180.39K | SH | $9.07M 2.55% | 0.00 | 0.00 | 180.39K |
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETFSOLE | XONE | 171.40K | SH | $8.46M 2.38% | 0.00 | 0.00 | 171.40K |
iShares ESG Aware U.S. Aggregate Bond ETFSOLE | EAGG | 164.20K | SH | $7.78M 2.19% | 0.00 | 0.00 | 164.20K |
iShares Core 1-5 Year USD Bond ETFSOLE | ISTB | 107.86K | SH | $5.20M 1.46% | 0.00 | 0.00 | 107.86K |
ISHARES TR ISHARES ESG AWARE MSCI USA VALUE ETFSOLE | EVUS | 135.35K | SH | $4.75M 1.34% | 0.00 | 0.00 | 135.35K |
iShares ESG MSCI EAFE ETFSOLE | ESGD | 39.66K | SH | $4.08M 1.15% | 0.00 | 0.00 | 39.66K |
iShares ESG MSCI USA Small-Cap ETFSOLE | ESML | 64.57K | SH | $3.61M 1.01% | 0.00 | 0.00 | 64.57K |
Vanguard Short-Term Treasury Index Fund ETF SharesSOLE | VGSH | 31.90K | SH | $1.86M 0.52% | 0.00 | 0.00 | 31.90K |
iShares ESG Aware 1-5 Year USD Corporate Bond ETFSOLE | SUSB | 72.60K | SH | $1.81M 0.51% | 0.00 | 0.00 | 72.60K |
iShares ESG MSCI EM ETFSOLE | ESGE | 31.67K | SH | $1.73M 0.49% | 0.00 | 0.00 | 31.67K |
Eli Lilly and CompanySOLE | LLY | 1.17K | SH | $1.41M 0.40% | 0.00 | 0.00 | 1.17K |
Vanguard Total Bond Market Index Fund ETF SharesSOLE | BND | 16.89K | SH | $1.24M 0.35% | 0.00 | 0.00 | 16.89K |
SPDR S&P 500 Fossil Fuel Reserves Free ETFSOLE | SPYX | 19.96K | SH | $1.22M 0.34% | 0.00 | 0.00 | 19.96K |