HUDSON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
55.1%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 6.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 250.36K | SH | $191.74M 34.96% | 0.00 | 0.00 | 250.36K |
ISHARES TRSOLE | CORE MSCI EAFE | 688.24K | SH | $66.68M 12.16% | 0.00 | 0.00 | 688.24K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 977.62K | SH | $43.89M 8.00% | 0.00 | 0.00 | 977.62K |
ISHARES TRSOLE | CORE S&P MCP ETF | 587.93K | SH | $42.30M 7.71% | 0.00 | 0.00 | 587.93K |
ISHARES INCSOLE | CORE MSCI EMKT | 471.89K | SH | $38.30M 6.98% | 0.00 | 0.00 | 471.89K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY FOCUS ETF | 354.23K | SH | $28.79M 5.25% | 0.00 | 0.00 | 354.23K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 1.10M | SH | $27.56M 5.03% | 0.00 | 0.00 | 1.10M |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 508.57K | SH | $25.62M 4.67% | 0.00 | 0.00 | 508.57K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 590.17K | SH | $17.71M 3.23% | 0.00 | 0.00 | 590.17K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 314.83K | SH | $8.65M 1.58% | 0.00 | 0.00 | 314.83K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN INM ETF | 301.06K | SH | $7.81M 1.42% | 0.00 | 0.00 | 301.06K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 131.41K | SH | $6.64M 1.21% | 0.00 | 0.00 | 131.41K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.17K | SH | $6.23M 1.14% | 0.00 | 0.00 | 8.17K |
AB ACTIVE ETFS INCSOLE | TAX AW INTER ETF | 238.22K | SH | $5.71M 1.04% | 0.00 | 0.00 | 238.22K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 117.62K | SH | $5.60M 1.02% | 0.00 | 0.00 | 117.62K |
3M COSOLE | COM | 33.11K | SH | $5.43M 0.99% | 0.00 | 0.00 | 33.11K |
ISHARES TRSOLE | MSCI EAFE ETF | 46.90K | SH | $4.87M 0.89% | 0.00 | 0.00 | 46.90K |
ECOLAB INCSOLE | COM | 7.55K | SH | $2.07M 0.38% | 0.00 | 0.00 | 7.55K |
ISHARES TRSOLE | CORE S&P SCP ETF | 11.47K | SH | $1.56M 0.28% | 0.00 | 0.00 | 11.47K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 16.87K | SH | $847.0K 0.15% | 0.00 | 0.00 | 16.87K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 20.89K | SH | $710.6K 0.13% | 0.00 | 0.00 | 20.89K |
VICTORY PORTFOLIOS IISOLE | VICT WES U S ETF | 13.13K | SH | $687.0K 0.13% | 0.00 | 0.00 | 13.13K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 6K | SH | $681.1K 0.12% | 0.00 | 0.00 | 6K |
APPLE INCSOLE | COM | 1.97K | SH | $654.7K 0.12% | 0.00 | 0.00 | 1.97K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 5.43K | SH | $560.0K 0.10% | 0.00 | 0.00 | 5.43K |