HARTLAND, WI
Allocation by class
Portfolio Concentration
Top 3 weight
36.4%
Top 10 weight
72.0%
Voting Authority Distribution
Total shares with voting rights: 1.07M
Full voting authority
1.07M
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 RUSSELL 1000 ETFSOLE | ETF | 55.02K | SH | $22.90M 14.09% | 55.02K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 81K | SH | $18.50M 11.39% | 81K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 23.16K | SH | $17.67M 10.87% | 23.16K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 51.10K | SH | $12.67M 7.80% | 51.10K | 0.00 | 0.00 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFSOLE | ETF | 30.96K | SH | $11.59M 7.13% | 30.96K | 0.00 | 0.00 |
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFSOLE | ETF | 90.67K | SH | $9.17M 5.65% | 90.67K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 162.38K | SH | $7.61M 4.68% | 162.38K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 62.34K | SH | $6.48M 3.99% | 62.34K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 80.81K | SH | $6.24M 3.84% | 80.81K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | ETF | 44.71K | SH | $4.23M 2.60% | 44.71K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 12.40K | SH | $4.13M 2.54% | 12.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 6.88K | SH | $3.43M 2.11% | 6.88K | 0.00 | 0.00 |
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETFSOLE | ETF | 30.74K | SH | $3.39M 2.09% | 30.74K | 0.00 | 0.00 |
ISHARES RUSSELL MIDCAP ETFSOLE | ETF | 23.64K | SH | $2.52M 1.55% | 23.64K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 29.60K | SH | $2.26M 1.39% | 29.60K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 8.13K | SH | $2.26M 1.39% | 8.13K | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | Stock | 2.09K | SH | $2.23M 1.37% | 2.09K | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | Stock | 1.98K | SH | $2.09M 1.29% | 1.98K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 3.96K | SH | $2.03M 1.25% | 3.96K | 0.00 | 0.00 |
ISHARES MSCI EMERGING MARKETS ETFSOLE | ETF | 28.52K | SH | $1.90M 1.17% | 28.52K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 15.58K | SH | $1.57M 0.97% | 15.58K | 0.00 | 0.00 |
INVESCO ULTRA SHORT DURATION ETFSOLE | ETF | 24.35K | SH | $1.22M 0.75% | 24.35K | 0.00 | 0.00 |
GREIF INC CL BSOLE | Stock | 11.22K | SH | $1.15M 0.71% | 11.22K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMSOLE | Stock | 1.13K | SH | $1.03M 0.63% | 1.13K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 3.84K | SH | $1.00M 0.62% | 3.84K | 0.00 | 0.00 |