MARSHFIELD, WI
Allocation by class
Portfolio Concentration
Top 3 weight
36.0%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 1.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 39.86K | SH | $27.37M 15.08% | 0.00 | 0.00 | 39.86K |
ISHARES TRSOLE | CORE S&P500 ETF | 30.36K | SH | $22.74M 12.53% | 0.00 | 0.00 | 30.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 214.42K | SH | $15.28M 8.42% | 0.00 | 0.00 | 214.42K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 114.70K | SH | $7.80M 4.30% | 0.00 | 0.00 | 114.70K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 50.41K | SH | $6.93M 3.82% | 0.00 | 0.00 | 50.41K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 136.23K | SH | $6.60M 3.64% | 0.00 | 0.00 | 136.23K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 104.41K | SH | $6.23M 3.43% | 0.00 | 0.00 | 104.41K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 77.58K | SH | $6.04M 3.33% | 0.00 | 0.00 | 77.58K |
ISHARES TRSOLE | S&P 500 VAL ETF | 24.27K | SH | $5.51M 3.04% | 0.00 | 0.00 | 24.27K |
ISHARES INCSOLE | CORE MSCI EMKT | 61.81K | SH | $5.12M 2.82% | 0.00 | 0.00 | 61.81K |
ISHARES TRSOLE | CORE UNIVRSL USD | 98.95K | SH | $4.57M 2.52% | 0.00 | 0.00 | 98.95K |
ISHARES TRSOLE | EAFE GRWTH ETF | 32.02K | SH | $3.98M 2.20% | 0.00 | 0.00 | 32.02K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 15.32K | SH | $3.77M 2.08% | 0.00 | 0.00 | 15.32K |
ISHARES TRSOLE | EAFE VALUE ETF | 48.15K | SH | $3.69M 2.03% | 0.00 | 0.00 | 48.15K |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 57.14K | SH | $3.01M 1.66% | 0.00 | 0.00 | 57.14K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 34.71K | SH | $2.66M 1.47% | 0.00 | 0.00 | 34.71K |
ISHARES TRSOLE | CORE US AGGBD ET | 26.62K | SH | $2.64M 1.45% | 0.00 | 0.00 | 26.62K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 55.48K | SH | $2.60M 1.43% | 0.00 | 0.00 | 55.48K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 36.56K | SH | $2.52M 1.39% | 0.00 | 0.00 | 36.56K |
BLACKROCK ETF TRUSTSOLE | ISHA US THEM ETF | 45.11K | SH | $1.94M 1.07% | 0.00 | 0.00 | 45.11K |
ISHARES TRSOLE | NATIONAL MUN ETF | 17.12K | SH | $1.84M 1.02% | 0.00 | 0.00 | 17.12K |
BLACKROCK ETF TRUSTSOLE | ISHA LA CORE ETF | 35.42K | SH | $1.78M 0.98% | 0.00 | 0.00 | 35.42K |
ISHARES TRSOLE | MSCI USA MMENTM | 4.80K | SH | $1.64M 0.91% | 0.00 | 0.00 | 4.80K |
ISHARES TRSOLE | CORE MSCI EAFE | 16.84K | SH | $1.63M 0.90% | 0.00 | 0.00 | 16.84K |
BLACKROCK ETF TRUSTSOLE | ISHA IN CTRY ETF | 39.41K | SH | $1.44M 0.79% | 0.00 | 0.00 | 39.41K |