MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
42.2%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 8.06M
Full voting authority
7.58M
shares
Joint voting authority
0.00
shares
No voting authority
486.41K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market ETSOLE | Com | 797.19K | SH | $255.75M 22.74% | 797.19K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 1.56M | SH | $140.87M 12.52% | 1.56M | 0.00 | 0.00 |
iShares Russell 1000 Growth ETSOLE | Com | 183.31K | SH | $78.16M 6.95% | 183.31K | 0.00 | 0.00 |
iShares Core S&P Small-Cap ETFSOLE | Com | 500.94K | SH | $62.27M 5.54% | 500.94K | 0.00 | 0.00 |
iShares Core Dividend GrowthSOLE | Com | 835.15K | SH | $58.61M 5.21% | 835.15K | 0.00 | 0.00 |
iShares Russell 1000 Value ETFSOLE | Com | 266.21K | SH | $56.88M 5.06% | 266.21K | 0.00 | 0.00 |
iShares Core S&P Mid-Cap ETFSOLE | Com | 707.53K | SH | $47.78M 4.25% | 707.53K | 0.00 | 0.00 |
iShares Core US Aggregate BondSOLE | Com | 375.70K | SH | $37.30M 3.32% | 375.70K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETFSOLE | Com | 43.75K | SH | $28.45M 2.53% | 43.75K | 0.00 | 0.00 |
First Business Financial ServiSOLE | Com | 361.31K | SH | $19.49M 1.73% | 0.00 | 0.00 | 361.31K |
JPMorgan Ultra-Short Income ETSOLE | Com | 349.70K | SH | $17.70M 1.57% | 349.70K | 0.00 | 0.00 |
Nvidia CorpSOLE | Com | 99.95K | SH | $17.43M 1.55% | 96K | 0.00 | 3.95K |
Apple IncSOLE | Com | 59.47K | SH | $15.09M 1.34% | 54.86K | 0.00 | 4.61K |
Broadcom IncSOLE | Com | 41.65K | SH | $12.89M 1.15% | 41.65K | 0.00 | 0.00 |
Alphabet Inc Cap Stk Cl ASOLE | Com | 42.16K | SH | $12.12M 1.08% | 42.16K | 0.00 | 0.00 |
Ciena CorpSOLE | Com | 30.05K | SH | $11.67M 1.04% | 30.05K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 35.34K | SH | $10.40M 0.92% | 35.34K | 0.00 | 0.00 |
Quanta Services IncSOLE | Com | 15.53K | SH | $8.52M 0.76% | 15.53K | 0.00 | 0.00 |
Arista Networks IncSOLE | Com | 66.17K | SH | $8.12M 0.72% | 66.17K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 18.05K | SH | $6.68M 0.59% | 17.22K | 0.00 | 829.00 |
Vanguard Short-Term InflationSOLE | Com | 132.82K | SH | $6.63M 0.59% | 132.82K | 0.00 | 0.00 |
Lam Research CorporationSOLE | Com | 30.84K | SH | $6.59M 0.59% | 30.84K | 0.00 | 0.00 |
Lilly Eli CoSOLE | Com | 6.42K | SH | $5.90M 0.52% | 6.42K | 0.00 | 0.00 |
iShares National Muni Bond ETFSOLE | Com | 52.98K | SH | $5.62M 0.50% | 52.98K | 0.00 | 0.00 |
Exxon Mobil CorpSOLE | Com | 29.25K | SH | $4.96M 0.44% | 25.36K | 0.00 | 3.89K |