MILWAUKEE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
36.6%
Top 10 weight
61.8%
Voting Authority Distribution
Total shares with voting rights: 5.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market ETFSOLE | ETF | 246.20K | SH | $91.11M 17.61% | 0.00 | 0.00 | 246.20K |
Vanguard High Dividend Yield ETFSOLE | ETF | 323.13K | SH | $51.06M 9.87% | 0.00 | 0.00 | 323.13K |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 662.89K | SH | $47.23M 9.13% | 0.00 | 0.00 | 662.89K |
Schwab International Equity ETFSOLE | ETF | 1.59M | SH | $43.91M 8.49% | 0.00 | 0.00 | 1.59M |
Vanguard S&P 500 ETFSOLE | ETF | 47.75K | SH | $32.80M 6.34% | 0.00 | 0.00 | 47.75K |
iShares Core S&P Small-Cap ETFSOLE | ETF | 88.58K | SH | $13.14M 2.54% | 0.00 | 0.00 | 88.58K |
Invesco S&P 500 Equal Weight ETFSOLE | ETF | 55.59K | SH | $11.83M 2.29% | 0.00 | 0.00 | 55.59K |
SPDR S&P 500 ETFSOLE | ETF | 15.76K | SH | $11.77M 2.27% | 0.00 | 0.00 | 15.76K |
Vanguard Mid-Cap ETFSOLE | ETF | 119.50K | SH | $9.63M 1.86% | 0.00 | 0.00 | 119.50K |
Vanguard Mid-Cap Growth ETFSOLE | ETF | 23.54K | SH | $7.21M 1.39% | 0.00 | 0.00 | 23.54K |
Broadcom IncSOLE | COMMON | 14.83K | SH | $5.60M 1.08% | 0.00 | 0.00 | 14.83K |
NVIDIA CorpSOLE | COMMON | 27.42K | SH | $5.49M 1.06% | 0.00 | 0.00 | 27.42K |
Apple IncSOLE | COMMON | 18.61K | SH | $5.38M 1.04% | 0.00 | 0.00 | 18.61K |
iShares Russell 2000 ETFSOLE | ETF | 17.40K | SH | $5.23M 1.01% | 0.00 | 0.00 | 17.40K |
Advanced Micro Devices IncSOLE | COMMON | 8.64K | SH | $5.02M 0.97% | 0.00 | 0.00 | 8.64K |
Microsoft CorpSOLE | COMMON | 13.44K | SH | $5.01M 0.97% | 0.00 | 0.00 | 13.44K |
Ishares Core MSCI EAFESOLE | ETF | 50.88K | SH | $4.91M 0.95% | 0.00 | 0.00 | 50.88K |
Vanguard Russell 2000 ETFSOLE | ETF | 38.05K | SH | $4.62M 0.89% | 0.00 | 0.00 | 38.05K |
Alphabet Inc Class ASOLE | COMMON | 12.82K | SH | $4.58M 0.89% | 0.00 | 0.00 | 12.82K |
iShares International Select Dividend ETFSOLE | ETF | 104.97K | SH | $4.35M 0.84% | 0.00 | 0.00 | 104.97K |
iShares Select Dividend ETFSOLE | ETF | 23.22K | SH | $3.63M 0.70% | 0.00 | 0.00 | 23.22K |
Amazon.com IncSOLE | COMMON | 14.93K | SH | $3.56M 0.69% | 0.00 | 0.00 | 14.93K |
iShares Core S&P 500 ETFSOLE | ETF | 4.55K | SH | $3.41M 0.66% | 0.00 | 0.00 | 4.55K |
Vanguard Russell 1000 Growth ETFSOLE | ETF | 26.01K | SH | $3.32M 0.64% | 0.00 | 0.00 | 26.01K |
iShares Core S&P Mid-Cap ETFSOLE | ETF | 40.32K | SH | $3.11M 0.60% | 0.00 | 0.00 | 40.32K |