PLATTEVILLE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
55.3%
Top 10 weight
93.1%
Voting Authority Distribution
Total shares with voting rights: 20.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
20.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | SHS | 5.88M | SH | $209.23M 21.58% | 0.00 | 0.00 | 5.88M |
VANGUARD MORNINGSTAR VALUE ETFSOLE | SHS | 850.91K | SH | $192.55M 19.86% | 0.00 | 0.00 | 850.91K |
ISHARES MORNINGSTAR MID-CAP ETFSOLE | SHS | 1.33M | SH | $133.88M 13.81% | 0.00 | 0.00 | 1.33M |
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFSOLE | SHS | 3.53M | SH | $87.91M 9.07% | 0.00 | 0.00 | 3.53M |
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFSOLE | SHS | 1.33M | SH | $86.93M 8.97% | 0.00 | 0.00 | 1.33M |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | SHS | 1.25M | SH | $65.46M 6.75% | 0.00 | 0.00 | 1.25M |
SCHWAB U.S. SMALL-CAP ETFSOLE | SHS | 1.50M | SH | $52.74M 5.44% | 0.00 | 0.00 | 1.50M |
ISHARES FLOATING RATE BOND ETFSOLE | SHS | 685.10K | SH | $34.89M 3.60% | 0.00 | 0.00 | 685.10K |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | SHS | 1.01M | SH | $33.42M 3.45% | 0.00 | 0.00 | 1.01M |
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSOLE | SHS | 149.22K | SH | $5.13M 0.53% | 0.00 | 0.00 | 149.22K |
VANGUARD S&P 500 ETFSOLE | SHS | 5.94K | SH | $4.22M 0.43% | 0.00 | 0.00 | 5.94K |
APPLE INCSOLE | COM | 13.40K | SH | $4.05M 0.42% | 0.00 | 0.00 | 13.40K |
VANGUARD MORNINGSTAR MEGA CAP GROWTH ETFSOLE | SHS | 40.34K | SH | $3.47M 0.36% | 0.00 | 0.00 | 40.34K |
VANGUARD MORNINGSTAR MID-CAP ETFSOLE | SHS | 39.63K | SH | $3.31M 0.34% | 0.00 | 0.00 | 39.63K |
INSPIRE 100 ETFSOLE | SHS | 31.66K | SH | $2.68M 0.28% | 0.00 | 0.00 | 31.66K |
VANGUARD MORNINGSTAR GROWTH ETFSOLE | SHS | 28.64K | SH | $2.55M 0.26% | 0.00 | 0.00 | 28.64K |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSOLE | SHS | 42.73K | SH | $1.80M 0.19% | 0.00 | 0.00 | 42.73K |
SCHWAB U.S. BROAD MARKETETFSOLE | SHS | 50.98K | SH | $1.52M 0.16% | 0.00 | 0.00 | 50.98K |
LOCKHEED MARTIN CORPSOLE | COM | 2.50K | SH | $1.52M 0.16% | 0.00 | 0.00 | 2.50K |
SCHWAB U.S. LARGE-CAP VALUE ETFSOLE | SHS | 41.51K | SH | $1.46M 0.15% | 0.00 | 0.00 | 41.51K |
NVIDIA CORPSOLE | COM | 5.55K | SH | $1.24M 0.13% | 0.00 | 0.00 | 5.55K |
DEERE & COSOLE | COM | 1.76K | SH | $1.09M 0.11% | 0.00 | 0.00 | 1.76K |
MICROSOFT CORPSOLE | COM | 1.89K | SH | $929.3K 0.10% | 0.00 | 0.00 | 1.89K |
CONSTELLATION ENERGY CORSOLE | COM | 3.22K | SH | $897.9K 0.09% | 0.00 | 0.00 | 3.22K |
ISHARES S&P 500 GROWTH ETFSOLE | SHS | 6.28K | SH | $887.9K 0.09% | 0.00 | 0.00 | 6.28K |