MIDDLETON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
48.0%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 1.39M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.39M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 79.22K | SH | $21.77M 21.13% | 0.00 | 0.00 | 79.22K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 142.69K | SH | $14.36M 13.94% | 0.00 | 0.00 | 142.69K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 224.50K | SH | $13.34M 12.94% | 0.00 | 0.00 | 224.50K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 202.70K | SH | $11.90M 11.55% | 0.00 | 0.00 | 202.70K |
SPDR SER TRSOLE | PORTFOLIO SH TSR | 168.75K | SH | $4.93M 4.79% | 0.00 | 0.00 | 168.75K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 128.93K | SH | $3.58M 3.48% | 0.00 | 0.00 | 128.93K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 41.31K | SH | $2.81M 2.73% | 0.00 | 0.00 | 41.31K |
APPLE INCSOLE | COM | 9.83K | SH | $2.18M 2.12% | 0.00 | 0.00 | 9.83K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 22.75K | SH | $2.06M 2.00% | 0.00 | 0.00 | 22.75K |
ISHARES TRSOLE | CORE S&P TTL STK | 13.94K | SH | $1.70M 1.65% | 0.00 | 0.00 | 13.94K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 32.87K | SH | $1.67M 1.62% | 0.00 | 0.00 | 32.87K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 7.79K | SH | $1.57M 1.52% | 0.00 | 0.00 | 7.79K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 22.08K | SH | $1.37M 1.33% | 0.00 | 0.00 | 22.08K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 21.59K | SH | $1.32M 1.28% | 0.00 | 0.00 | 21.59K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.95K | SH | $1.27M 1.23% | 0.00 | 0.00 | 4.95K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 34.92K | SH | $1.15M 1.12% | 0.00 | 0.00 | 34.92K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 11.94K | SH | $1.10M 1.06% | 0.00 | 0.00 | 11.94K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 4.05K | SH | $1.05M 1.02% | 0.00 | 0.00 | 4.05K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 5.11K | SH | $990.3K 0.96% | 0.00 | 0.00 | 5.11K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 16.04K | SH | $958.3K 0.93% | 0.00 | 0.00 | 16.04K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 18.58K | SH | $927.3K 0.90% | 0.00 | 0.00 | 18.58K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 11.43K | SH | $894.7K 0.87% | 0.00 | 0.00 | 11.43K |
LOCKHEED MARTIN CORPSOLE | COM | 2K | SH | $893.4K 0.87% | 0.00 | 0.00 | 2K |
ISHARES TRSOLE | CORE 1 5 YR USD | 18.25K | SH | $882.1K 0.86% | 0.00 | 0.00 | 18.25K |
SPDR SER TRSOLE | S&P DIVID ETF | 5.22K | SH | $708.8K 0.69% | 0.00 | 0.00 | 5.22K |