MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
8.5%
Top 10 weight
18.3%
Voting Authority Distribution
Total shares with voting rights: 113.26M
Full voting authority
113.26M
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 | 395.17K | SH | $236.14M 3.64% | 395.17K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 278.22K | SH | $160.58M 2.48% | 278.22K | 0.00 | 0.00 |
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 3.83M | SH | $151.03M 2.33% | 3.83M | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 459.64K | SH | $116.65M 1.80% | 459.64K | 0.00 | 0.00 |
FIRST TRUST SMITH UNCONSTRAINED BOND ETFSOLE | ETF | 4.12M | SH | $102.07M 1.58% | 4.12M | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | ETF | 1.15M | SH | $92.49M 1.43% | 1.15M | 0.00 | 0.00 |
FT VEST LADDERED BUFFER ETFSOLE | ETF | 2.62M | SH | $88.35M 1.36% | 2.62M | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 1.26M | SH | $84.93M 1.31% | 1.26M | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 123.46K | SH | $80.65M 1.24% | 123.46K | 0.00 | 0.00 |
CAPITAL GROUP CORE PLUS INCOME ETFSOLE | ETF | 3.22M | SH | $71.89M 1.11% | 3.22M | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 97.23K | SH | $63.23M 0.98% | 97.23K | 0.00 | 0.00 |
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFSOLE | ETF | 887.23K | SH | $60.58M 0.94% | 887.23K | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 532.81K | SH | $60.27M 0.93% | 532.81K | 0.00 | 0.00 |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 282.61K | SH | $59.67M 0.92% | 282.61K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 1.93M | SH | $59.07M 0.91% | 1.93M | 0.00 | 0.00 |
FIRST TRUST CORE INVESTMENT GRADE ETFSOLE | ETF | 2.77M | SH | $58.15M 0.90% | 2.77M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 330.49K | SH | $57.63M 0.89% | 330.49K | 0.00 | 0.00 |
STATE STREET SPDR PORTFOLIO S&P 500 ETFSOLE | ETF | 741.58K | SH | $56.76M 0.88% | 741.58K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Stock | 387.26K | SH | $55.94M 0.86% | 387.26K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | ETF | 121.33K | SH | $53.00M 0.82% | 121.33K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 160.84K | SH | $51.60M 0.80% | 160.84K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 1.27M | SH | $49.66M 0.77% | 1.27M | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 228.03K | SH | $49.59M 0.77% | 228.03K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL EQUITY ETFSOLE | ETF | 543.53K | SH | $46.11M 0.71% | 543.53K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 1.08M | SH | $46.08M 0.71% | 1.08M | 0.00 | 0.00 |