HUDSON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
57.8%
Top 10 weight
90.4%
Voting Authority Distribution
Total shares with voting rights: 6.31M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.31M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 258.16K | SH | $193.33M 37.60% | 0.00 | 0.00 | 258.16K |
ISHARES TRSOLE | CORE MSCI EAFE | 633.64K | SH | $61.20M 11.90% | 0.00 | 0.00 | 633.64K |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE BOND ETF | 1.62M | SH | $42.54M 8.27% | 0.00 | 0.00 | 1.62M |
ISHARES TRSOLE | CORE S&P MCP ETF | 512.21K | SH | $39.50M 7.68% | 0.00 | 0.00 | 512.21K |
ISHARES INCSOLE | CORE MSCI EMKT | 437.49K | SH | $36.24M 7.05% | 0.00 | 0.00 | 437.49K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY FOCUS ETF | 345.62K | SH | $27.76M 5.40% | 0.00 | 0.00 | 345.62K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 504.42K | SH | $25.51M 4.96% | 0.00 | 0.00 | 504.42K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 576.55K | SH | $16.97M 3.30% | 0.00 | 0.00 | 576.55K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 224.29K | SH | $11.36M 2.21% | 0.00 | 0.00 | 224.29K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 224.32K | SH | $10.33M 2.01% | 0.00 | 0.00 | 224.32K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 304.58K | SH | $8.44M 1.64% | 0.00 | 0.00 | 304.58K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.34K | SH | $6.23M 1.21% | 0.00 | 0.00 | 8.34K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 98.98K | SH | $5.05M 0.98% | 0.00 | 0.00 | 98.98K |
ISHARES TRSOLE | MSCI EAFE ETF | 46.97K | SH | $4.88M 0.95% | 0.00 | 0.00 | 46.97K |
CAPITAL GRP FIXED INCM ETF TSOLE | MUN INM ETF | 167.50K | SH | $4.60M 0.89% | 0.00 | 0.00 | 167.50K |
3M COSOLE | COM | 18.75K | SH | $3.04M 0.59% | 0.00 | 0.00 | 18.75K |
ECOLAB INCSOLE | COM | 7.60K | SH | $2.12M 0.41% | 0.00 | 0.00 | 7.60K |
AB ACTIVE ETFS INCSOLE | TAX AW INTER ETF | 75.12K | SH | $1.93M 0.38% | 0.00 | 0.00 | 75.12K |
ISHARES TRSOLE | CORE S&P SCP ETF | 12.36K | SH | $1.83M 0.36% | 0.00 | 0.00 | 12.36K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 17.52K | SH | $882.7K 0.17% | 0.00 | 0.00 | 17.52K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 21.54K | SH | $794.2K 0.15% | 0.00 | 0.00 | 21.54K |
CATERPILLAR INCSOLE | COM | 670.00 | SH | $713.0K 0.14% | 0.00 | 0.00 | 670.00 |
VICTORY PORTFOLIOS IISOLE | VICT WES U S ETF | 13.13K | SH | $669.0K 0.13% | 0.00 | 0.00 | 13.13K |
TESLA INCSOLE | COM | 1.50K | SH | $631.7K 0.12% | 0.00 | 0.00 | 1.50K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 17.10K | SH | $617.7K 0.12% | 0.00 | 0.00 | 17.10K |