MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
42.5%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 4.72M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.72M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core U.S. Aggregate Bond ETFSOLE | AGG | 399.97K | SH | $39.71M 17.45% | 0.00 | 0.00 | 399.97K |
Schwab U.S. Dividend Equity ETFSOLE | SCHD | 1.02M | SH | $31.22M 13.72% | 0.00 | 0.00 | 1.02M |
Schwab International Equity ETFSOLE | SCHF | 1.05M | SH | $25.89M 11.38% | 0.00 | 0.00 | 1.05M |
Vanguard Short-Term Bond Index Fund ETF SharesSOLE | BSV | 227.41K | SH | $17.83M 7.83% | 0.00 | 0.00 | 227.41K |
Vanguard Mortgage-Backed Securities Index Fund ETF SharesSOLE | VMBS | 302.15K | SH | $14.19M 6.23% | 0.00 | 0.00 | 302.15K |
iShares Core S&P Small-Cap ETFSOLE | IJR | 89.27K | SH | $11.10M 4.88% | 0.00 | 0.00 | 89.27K |
iShares Core MSCI Emerging Markets ETFSOLE | IEMG | 151.88K | SH | $10.59M 4.65% | 0.00 | 0.00 | 151.88K |
VANGUARD INSTL INDEX FD VANGUARD 0 3 MONTH TREASURY BILL ETFSOLE | VBIL | 134.43K | SH | $10.17M 4.47% | 0.00 | 0.00 | 134.43K |
JANUS HENDERSON AAA CLO ETFSOLE | JAAA | 201.60K | SH | $10.15M 4.46% | 0.00 | 0.00 | 201.60K |
iShares MSCI USA ESG Select ETFSOLE | SUSA | 66.03K | SH | $8.72M 3.83% | 0.00 | 0.00 | 66.03K |
iShares ESG Aware U.S. Aggregate Bond ETFSOLE | EAGG | 151.32K | SH | $7.20M 3.16% | 0.00 | 0.00 | 151.32K |
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASRY ETFSOLE | XHLF | 138.79K | SH | $6.99M 3.07% | 0.00 | 0.00 | 138.79K |
BONDBLOXX ETF TRUST BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASRY ETFSOLE | XONE | 124.21K | SH | $6.15M 2.70% | 0.00 | 0.00 | 124.21K |
iShares ESG MSCI EAFE ETFSOLE | ESGD | 38.75K | SH | $3.70M 1.63% | 0.00 | 0.00 | 38.75K |
iShares ESG MSCI USA Small-Cap ETFSOLE | ESML | 69.01K | SH | $3.24M 1.43% | 0.00 | 0.00 | 69.01K |
iShares Core 1-5 Year USD Bond ETFSOLE | ISTB | 59.19K | SH | $2.87M 1.26% | 0.00 | 0.00 | 59.19K |
DBX ETF TR XTRACKERS S&P ESG DIVIDEND ARISTOCRATS ETFSOLE | SNPD | 101.24K | SH | $2.83M 1.24% | 0.00 | 0.00 | 101.24K |
Vanguard Short-Term Treasury Index Fund ETF SharesSOLE | VGSH | 29.97K | SH | $1.75M 0.77% | 0.00 | 0.00 | 29.97K |
iShares ESG Aware 1-5 Year USD Corporate Bond ETFSOLE | SUSB | 68.38K | SH | $1.71M 0.75% | 0.00 | 0.00 | 68.38K |
NUSHARES ETF TRUST NUVEEN ESG DIVIDEND ETFSOLE | NUDV | 54.60K | SH | $1.68M 0.74% | 0.00 | 0.00 | 54.60K |
iShares ESG MSCI EM ETFSOLE | ESGE | 34.29K | SH | $1.56M 0.68% | 0.00 | 0.00 | 34.29K |
Vanguard Total Bond Market Index Fund ETF SharesSOLE | BND | 15.24K | SH | $1.12M 0.49% | 0.00 | 0.00 | 15.24K |
SPDR S&P 500 Fossil Fuel Reserves Free ETFSOLE | SPYX | 20.80K | SH | $1.10M 0.48% | 0.00 | 0.00 | 20.80K |
Eli Lilly and CompanySOLE | LLY | 1.15K | SH | $1.06M 0.47% | 0.00 | 0.00 | 1.15K |
Vanguard Total Stock Market Index Fund ETF SharesSOLE | VTI | 2.50K | SH | $800.6K 0.35% | 0.00 | 0.00 | 2.50K |