MILWAUKEE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
41.8%
Top 10 weight
91.1%
Voting Authority Distribution
Total shares with voting rights: 5.33M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.33M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 295.79K | SH | $88.40M 21.04% | 0.00 | 0.00 | 295.79K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 172.80K | SH | $45.26M 10.77% | 0.00 | 0.00 | 172.80K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 556.53K | SH | $41.80M 9.95% | 0.00 | 0.00 | 556.53K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 483.64K | SH | $40.02M 9.53% | 0.00 | 0.00 | 483.64K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 635.36K | SH | $37.84M 9.01% | 0.00 | 0.00 | 635.36K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 799.94K | SH | $31.09M 7.40% | 0.00 | 0.00 | 799.94K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 592.95K | SH | $28.49M 6.78% | 0.00 | 0.00 | 592.95K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 512.35K | SH | $27.66M 6.58% | 0.00 | 0.00 | 512.35K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 674.68K | SH | $22.92M 5.46% | 0.00 | 0.00 | 674.68K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 243.21K | SH | $19.07M 4.54% | 0.00 | 0.00 | 243.21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 117.74K | SH | $17.17M 4.09% | 0.00 | 0.00 | 117.74K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 23.10K | SH | $4.97M 1.18% | 0.00 | 0.00 | 23.10K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.76K | SH | $2.51M 0.60% | 0.00 | 0.00 | 5.76K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.06K | SH | $2.17M 0.52% | 0.00 | 0.00 | 11.06K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 77.30K | SH | $1.93M 0.46% | 0.00 | 0.00 | 77.30K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 49.20K | SH | $1.43M 0.34% | 0.00 | 0.00 | 49.20K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.52K | SH | $1.01M 0.24% | 0.00 | 0.00 | 3.52K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.24K | SH | $718.1K 0.17% | 0.00 | 0.00 | 2.24K |
EA SERIES TRUSTSOLE | ALPHA ARCHITECT | 13.83K | SH | $643.5K 0.15% | 0.00 | 0.00 | 13.83K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 6.48K | SH | $465.0K 0.11% | 0.00 | 0.00 | 6.48K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 667.00 | SH | $398.6K 0.09% | 0.00 | 0.00 | 667.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 2.63K | SH | $390.0K 0.09% | 0.00 | 0.00 | 2.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 578.00 | SH | $377.6K 0.09% | 0.00 | 0.00 | 578.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 690.00 | SH | $330.6K 0.08% | 0.00 | 0.00 | 690.00 |
APPLE INCSOLE | COM | 1.27K | SH | $322.6K 0.08% | 0.00 | 0.00 | 1.27K |