DE PERE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
28.4%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 758.66K | SH | $280.73M 18.78% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 876.95K | SH | $77.07M 5.15% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 1.31M | SH | $66.14M 4.42% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 1.27M | SH | $64.35M 4.30% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 977.11K | SH | $59.40M 3.97% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO AGRGTE | 2.21M | SH | $56.28M 3.76% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.40M | SH | $51.55M 3.45% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 556.57K | SH | $47.58M 3.18% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 472.62K | SH | $42.91M 2.87% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 547.55K | SH | $40.20M 2.69% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 406.52K | SH | $37.08M 2.48% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 293.80K | SH | $36.65M 2.45% | 0.00 | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 267.58K | SH | $31.40M 2.10% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 598K | SH | $30.13M 2.02% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 601K | SH | $26.66M 1.78% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 31.86K | SH | $21.88M 1.46% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 73.98K | SH | $21.41M 1.43% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 84.16K | SH | $20.72M 1.39% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.71K | SH | $19.87M 1.33% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 358.91K | SH | $18.58M 1.24% | 0.00 | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 343.43K | SH | $16.32M 1.09% | 0.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 95.47K | SH | $14.00M 0.94% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 89.59K | SH | $13.82M 0.92% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAN INTL VL | 143.33K | SH | $13.18M 0.88% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 140.88K | SH | $12.14M 0.81% | 0.00 | 0.00 | 0.00 |