MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
9.1%
Top 10 weight
18.8%
Voting Authority Distribution
Total shares with voting rights: 119.67M
Full voting authority
119.67M
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 S&P 500 ETFSOLE | ETF | 414.99K | SH | $285.02M 3.84% | 414.99K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 293.30K | SH | $215.98M 2.91% | 293.30K | 0.00 | 0.00 |
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 4.02M | SH | $173.33M 2.33% | 4.02M | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 453.50K | SH | $131.22M 1.77% | 453.50K | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 1.18M | SH | $114.02M 1.54% | 1.18M | 0.00 | 0.00 |
FIRST TRUST SMITH UNCONSTRAINED BOND ETFSOLE | ETF | 4.20M | SH | $104.45M 1.41% | 4.20M | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 132.38K | SH | $99.13M 1.33% | 132.38K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 1.28M | SH | $98.38M 1.32% | 1.28M | 0.00 | 0.00 |
FT VEST LADDERED BUFFER ETFSOLE | ETF | 2.69M | SH | $98.11M 1.32% | 2.69M | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 102.68K | SH | $76.68M 1.03% | 102.68K | 0.00 | 0.00 |
CAPITAL GROUP CORE PLUS INCOME ETFSOLE | ETF | 3.41M | SH | $76.10M 1.02% | 3.41M | 0.00 | 0.00 |
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 912.65K | SH | $73.98M 1.00% | 912.65K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 527.49K | SH | $72.55M 0.98% | 527.49K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 785.23K | SH | $69.01M 0.93% | 785.23K | 0.00 | 0.00 |
VANGUARD MORNINGSTAR GROWTH ETFSOLE | ETF | 768.22K | SH | $66.17M 0.89% | 768.22K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 327.83K | SH | $65.60M 0.88% | 327.83K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 2.05M | SH | $65.14M 0.88% | 2.05M | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 276.57K | SH | $62.80M 0.85% | 276.57K | 0.00 | 0.00 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFSOLE | ETF | 162.61K | SH | $60.17M 0.81% | 162.61K | 0.00 | 0.00 |
FIRST TRUST CORE INVESTMENT GRADE ETFSOLE | ETF | 2.87M | SH | $59.92M 0.81% | 2.87M | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Stock | 386.46K | SH | $56.67M 0.76% | 386.46K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 221.66K | SH | $55.78M 0.75% | 221.66K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 764.01K | SH | $54.44M 0.73% | 764.01K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 1.82M | SH | $53.56M 0.72% | 1.82M | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 1.09M | SH | $53.51M 0.72% | 1.09M | 0.00 | 0.00 |