MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
41.6%
Top 10 weight
68.7%
Voting Authority Distribution
Total shares with voting rights: 8.76M
Full voting authority
8.29M
shares
Joint voting authority
0.00
shares
No voting authority
470.21K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market ETSOLE | Com | 794.85K | SH | $294.13M 22.81% | 794.85K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 1.57M | SH | $151.40M 11.74% | 1.57M | 0.00 | 0.00 |
iShares Russell 1000 Growth ETSOLE | Com | 731.88K | SH | $90.88M 7.05% | 731.88K | 0.00 | 0.00 |
iShares Core S&P Small-Cap ETFSOLE | Com | 502K | SH | $74.45M 5.77% | 502K | 0.00 | 0.00 |
iShares Russell 1000 Value ETFSOLE | Com | 265.83K | SH | $64.45M 5.00% | 265.83K | 0.00 | 0.00 |
iShares Core Dividend GrowthSOLE | Com | 839.06K | SH | $63.59M 4.93% | 839.06K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Com | 711.69K | SH | $54.88M 4.26% | 711.69K | 0.00 | 0.00 |
iShares Core US Aggregate BondSOLE | Com | 388.64K | SH | $38.47M 2.98% | 388.64K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETFSOLE | Com | 43.68K | SH | $32.62M 2.53% | 43.68K | 0.00 | 0.00 |
First Business Financial ServiSOLE | Com | 340.19K | SH | $21.49M 1.67% | 0.00 | 0.00 | 340.19K |
Nvidia CorpSOLE | Com | 102.55K | SH | $20.52M 1.59% | 98.60K | 0.00 | 3.95K |
JPMorgan Ultra-Short Income ETSOLE | Com | 363.80K | SH | $18.40M 1.43% | 363.80K | 0.00 | 0.00 |
Apple IncSOLE | Com | 59.95K | SH | $17.35M 1.35% | 55.34K | 0.00 | 4.61K |
Broadcom IncSOLE | Com | 41.25K | SH | $15.58M 1.21% | 41.25K | 0.00 | 0.00 |
Alphabet Inc Cap Stk Cl ASOLE | Com | 43.59K | SH | $15.58M 1.21% | 43.59K | 0.00 | 0.00 |
Ciena CorpSOLE | Com | 28.81K | SH | $14.13M 1.10% | 28.81K | 0.00 | 0.00 |
Lam Research CorporationSOLE | Com | 32.52K | SH | $14.09M 1.09% | 32.52K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 36.12K | SH | $11.82M 0.92% | 36.12K | 0.00 | 0.00 |
Arista Networks IncSOLE | Com | 68.75K | SH | $11.68M 0.91% | 68.75K | 0.00 | 0.00 |
Quanta Services IncSOLE | Com | 15.59K | SH | $11.23M 0.87% | 15.59K | 0.00 | 0.00 |
Lilly Eli CoSOLE | Com | 6.64K | SH | $7.97M 0.62% | 6.64K | 0.00 | 0.00 |
Vanguard Short-Term InflationSOLE | Com | 150.17K | SH | $7.54M 0.59% | 150.17K | 0.00 | 0.00 |
iShares Edge MSCI USA MomentumSOLE | Com | 20.34K | SH | $6.97M 0.54% | 20.34K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 18.64K | SH | $6.95M 0.54% | 17.82K | 0.00 | 829.00 |
State Street Technology SelectSOLE | Com | 36.50K | SH | $6.95M 0.54% | 36.50K | 0.00 | 0.00 |