BLACK EARTH, WI
Allocation by class
Portfolio Concentration
Top 3 weight
74.7%
Top 10 weight
94.4%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Full voting authority
1.78M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 233.78K | SH | $75.00M 39.37% | 233.78K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 686.80K | SH | $50.58M 26.55% | 686.80K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 217.15K | SH | $16.74M 8.79% | 217.15K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 87.94K | SH | $12.53M 6.58% | 87.94K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 178.45K | SH | $8.57M 4.50% | 178.45K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 68.02K | SH | $5.89M 3.09% | 68.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 48.72K | SH | $4.84M 2.54% | 48.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 100.63K | SH | $2.58M 1.35% | 100.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 51.44K | SH | $1.59M 0.84% | 51.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.73K | SH | $1.50M 0.79% | 5.73K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 6.51K | SH | $1.28M 0.67% | 6.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.90K | SH | $1.21M 0.64% | 5.90K | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 15.33K | SH | $1.10M 0.58% | 15.33K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.63K | SH | $974.3K 0.51% | 2.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 26.75K | SH | $777.9K 0.41% | 26.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.65K | SH | $672.3K 0.35% | 2.65K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.90K | SH | $545.4K 0.29% | 1.90K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 833.00 | SH | $497.8K 0.26% | 833.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.58K | SH | $453.2K 0.24% | 1.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.50K | SH | $431.3K 0.23% | 1.50K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 4.54K | SH | $401.6K 0.21% | 4.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 15.70K | SH | $388.7K 0.20% | 15.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 700.00 | SH | $349.8K 0.18% | 700.00 | 0.00 | 0.00 |
WALMART INCSOLE | COM | 2.77K | SH | $344.9K 0.18% | 2.77K | 0.00 | 0.00 |
MGE ENERGY INCSOLE | COM | 3.64K | SH | $281.3K 0.15% | 3.64K | 0.00 | 0.00 |