APPLETON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
8.0%
Top 10 weight
16.6%
Voting Authority Distribution
Total shares with voting rights: 22.94M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
22.94M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 79.12K | SH | $59.25M 3.55% | 0.00 | 0.00 | 79.12K |
APPLE INCSOLE | COM | 127.47K | SH | $36.89M 2.21% | 0.00 | 0.00 | 127.47K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 415.18K | SH | $36.49M 2.19% | 0.00 | 0.00 | 415.18K |
NVIDIA CORPORATIONSOLE | COM | 125.36K | SH | $25.08M 1.50% | 0.00 | 0.00 | 125.36K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 245.74K | SH | $21.60M 1.30% | 0.00 | 0.00 | 245.74K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 28.61K | SH | $21.37M 1.28% | 0.00 | 0.00 | 28.61K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 159.92K | SH | $21.31M 1.28% | 0.00 | 0.00 | 159.92K |
ISHARES INCSOLE | MSCI EM ASIA ETF | 169.68K | SH | $19.85M 1.19% | 0.00 | 0.00 | 169.68K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 145.03K | SH | $18.58M 1.11% | 0.00 | 0.00 | 145.03K |
ISHARES TRSOLE | CORE UNIVRSL USD | 357.71K | SH | $16.51M 0.99% | 0.00 | 0.00 | 357.71K |
SPDR SERIES TRUSTSOLE | ST STR PR SP1500 | 176.69K | SH | $16.04M 0.96% | 0.00 | 0.00 | 176.69K |
SPDR SERIES TRUSTSOLE | ST STR AGGRE ETF | 623.87K | SH | $15.92M 0.95% | 0.00 | 0.00 | 623.87K |
MICROSOFT CORPSOLE | COM | 40.44K | SH | $15.09M 0.90% | 0.00 | 0.00 | 40.44K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 163.25K | SH | $14.96M 0.90% | 0.00 | 0.00 | 163.25K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 558.96K | SH | $14.82M 0.89% | 0.00 | 0.00 | 558.96K |
AMAZON COM INCSOLE | COM | 60.78K | SH | $14.49M 0.87% | 0.00 | 0.00 | 60.78K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 115.16K | SH | $14.37M 0.86% | 0.00 | 0.00 | 115.16K |
ISHARES INCSOLE | CORE MSCI EMKT | 169.94K | SH | $14.08M 0.84% | 0.00 | 0.00 | 169.94K |
ISHARES TRSOLE | IBOXX HI YD ETF | 175.77K | SH | $14.06M 0.84% | 0.00 | 0.00 | 175.77K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 100.30K | SH | $13.79M 0.83% | 0.00 | 0.00 | 100.30K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 36.89K | SH | $13.65M 0.82% | 0.00 | 0.00 | 36.89K |
ALPHABET INCSOLE | CAP STK CL A | 37.45K | SH | $13.38M 0.80% | 0.00 | 0.00 | 37.45K |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 76.47K | SH | $12.50M 0.75% | 0.00 | 0.00 | 76.47K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 181.02K | SH | $12.31M 0.74% | 0.00 | 0.00 | 181.02K |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 199.14K | SH | $12.11M 0.73% | 0.00 | 0.00 | 199.14K |