WAUSAU, WI
Allocation by class
Portfolio Concentration
Top 3 weight
17.7%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Full voting authority
3.82M
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 |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF UNITSSOLE | TR UNIT | 67.85K | SH | $44.13M 10.39% | 67.85K | 0.00 | 0.00 |
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETFSOLE | TRUST ISHARE 0-1 | 155.47K | SH | $17.16M 4.04% | 155.47K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 79.15K | SH | $13.80M 3.25% | 79.15K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 38.34K | SH | $11.86M 2.79% | 38.34K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | MSCI EAFE ETF | 98.59K | SH | $9.58M 2.26% | 98.59K | 0.00 | 0.00 |
ISHARES TR IBONDS 26 TRM TSSOLE | IBONDS 26 TRM TS | 364.82K | SH | $8.36M 1.97% | 364.82K | 0.00 | 0.00 |
APPLIED MATERIALS INC COM USD0.01SOLE | COM | 24.23K | SH | $8.28M 1.95% | 24.23K | 0.00 | 0.00 |
LAM RESEARCH CORP COM NEWSOLE | COM NEW | 38.72K | SH | $8.27M 1.95% | 38.72K | 0.00 | 0.00 |
ISHARES TR 3 7 YR TREAS BDSOLE | 3 7 YR TREAS BD | 67.08K | SH | $7.96M 1.87% | 67.08K | 0.00 | 0.00 |
JPMORGAN CHASE &CO. COMSOLE | COM | 25.85K | SH | $7.60M 1.79% | 25.85K | 0.00 | 0.00 |
RTX CORPORATION COM USD1.00SOLE | COM | 34.46K | SH | $6.65M 1.57% | 34.46K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 12.26K | SH | $6.59M 1.55% | 12.26K | 0.00 | 0.00 |
ISHARES CORE US AGGREGATE BOND ETFSOLE | CORE US AGGBD ET | 63.60K | SH | $6.31M 1.49% | 63.60K | 0.00 | 0.00 |
EATON CORPORATION PLCSOLE | SHS | 17.36K | SH | $6.21M 1.46% | 17.36K | 0.00 | 0.00 |
ISHARES TR IBONDS 27 TRM TSSOLE | IBONDS 27 TRM TS | 264.69K | SH | $5.94M 1.40% | 264.69K | 0.00 | 0.00 |
LOCKHEED MARTIN CORP COM USD1.00SOLE | COM | 9.78K | SH | $5.91M 1.39% | 9.78K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | CORE S&P MCP ETF | 84.29K | SH | $5.69M 1.34% | 84.29K | 0.00 | 0.00 |
COSTCO WHOLESALE CORP COMSOLE | COM | 5.70K | SH | $5.67M 1.34% | 5.70K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | RUSSELL 3000 ETF | 15.06K | SH | $5.58M 1.31% | 15.06K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COM USD0.01SOLE | COM | 6.58K | SH | $5.57M 1.31% | 6.58K | 0.00 | 0.00 |
ISHARES TRUST MSCI EMG MKTS ETF USD DISSOLE | MSCI EMG MKT ETF | 95.46K | SH | $5.42M 1.28% | 95.46K | 0.00 | 0.00 |
CAPITAL ONE FINANCIAL CORP COM USD0.01SOLE | COM | 29.48K | SH | $5.38M 1.27% | 29.48K | 0.00 | 0.00 |
MOODYS CORP COM USD0.01SOLE | COM | 12.18K | SH | $5.31M 1.25% | 12.18K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 25.74K | SH | $5.24M 1.23% | 25.74K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10SOLE | SPONSORED ADS | 14.90K | SH | $5.03M 1.19% | 14.90K | 0.00 | 0.00 |