DE PERE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
28.1%
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 | 759.04K | SH | $243.51M 18.21% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 944.51K | SH | $72.29M 5.41% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 1.21M | SH | $60.57M 4.53% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 1.16M | SH | $58.70M 4.39% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 988.48K | SH | $55.93M 4.18% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO AGRGTE | 2.11M | SH | $54.07M 4.04% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.32M | SH | $44.96M 3.36% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 541.56K | SH | $41.76M 3.12% | 0.00 | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 456.14K | SH | $36.06M 2.70% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 484.88K | SH | $35.71M 2.67% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 285.37K | SH | $31.53M 2.36% | 0.00 | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 390.67K | SH | $31.49M 2.36% | 0.00 | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | SMLCP 600 VAL | 296.72K | SH | $30.19M 2.26% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 605.58K | SH | $27.64M 2.07% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 600.40K | SH | $23.33M 1.74% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.31K | SH | $19.32M 1.44% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.69K | SH | $17.74M 1.33% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 84.22K | SH | $17.33M 1.30% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 367.38K | SH | $17.23M 1.29% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 67.64K | SH | $17.17M 1.28% | 0.00 | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | US EQUITY RESEAR | 339.09K | SH | $13.87M 1.04% | 0.00 | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 92.31K | SH | $13.33M 1.00% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 85.66K | SH | $12.49M 0.93% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAN INTL VL | 138.48K | SH | $11.86M 0.89% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 23.77K | SH | $10.38M 0.78% | 0.00 | 0.00 | 0.00 |