MILWAUKEE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
33.8%
Top 10 weight
65.5%
Voting Authority Distribution
Total shares with voting rights: 72.35M
Full voting authority
72.35M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | MSCI EAFE ETF | 10.42M | SH | $1.08B 12.69% | 10.42M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 1.41M | SH | $1.05B 12.34% | 1.41M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P SCP ETF | 5.01M | SH | $743.72M 8.72% | 5.01M | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P MCP ETF | 8.52M | SH | $656.80M 7.70% | 8.52M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 770.66K | SH | $529.29M 6.21% | 770.66K | 0.00 | 0.00 |
ISHARES TRDFND | IBOXX INV CP ETF | 4.56M | SH | $497.30M 5.83% | 4.56M | 0.00 | 0.00 |
ISHARES TRDFND | BROAD USD HIGH | 8.65M | SH | $320.07M 3.75% | 8.65M | 0.00 | 0.00 |
ISHARES TRDFND | IBOXX HI YD ETF | 3.75M | SH | $299.89M 3.52% | 3.75M | 0.00 | 0.00 |
ISHARES TRDFND | 20 YR TR BD ETF | 2.91M | SH | $251.79M 2.95% | 2.91M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 776.55K | SH | $155.38M 1.82% | 776.55K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | LG-TERM COR BD | 1.98M | SH | $149.04M 1.75% | 1.98M | 0.00 | 0.00 |
APPLE INCDFND | COM | 470.90K | SH | $136.26M 1.60% | 470.90K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 238.17K | SH | $88.84M 1.04% | 238.17K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 313.85K | SH | $74.80M 0.88% | 313.85K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 188K | SH | $67.19M 0.79% | 188K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 151.80K | SH | $57.34M 0.67% | 151.80K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 151.54K | SH | $53.54M 0.63% | 151.54K | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | ST BLOO HIGH ETF | 520K | SH | $50.11M 0.59% | 520K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 36.16K | SH | $41.74M 0.49% | 36.16K | 0.00 | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 411.46K | SH | $40.73M 0.48% | 411.46K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 70.41K | SH | $39.66M 0.46% | 70.41K | 0.00 | 0.00 |
PIMCO ETF TRDFND | ENHAN SHRT MA AC | 392.41K | SH | $39.56M 0.46% | 392.41K | 0.00 | 0.00 |
TESLA INCDFND | COM | 90.27K | SH | $37.97M 0.45% | 90.27K | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 25.36K | SH | $30.42M 0.36% | 25.36K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 52.28K | SH | $30.37M 0.36% | 52.28K | 0.00 | 0.00 |