PLATTEVILLE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
55.2%
Top 10 weight
93.4%
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 | ETF | 5.90M | SH | $206.23M 21.33% | 0.00 | 0.00 | 5.90M |
VANGUARD MORNINGSTAR VALUE ETFSOLE | ETF | 864.67K | SH | $195.27M 20.20% | 0.00 | 0.00 | 864.67K |
ISHARES MORNINGSTAR MID-CAP ETFSOLE | ETF | 1.36M | SH | $132.53M 13.71% | 0.00 | 0.00 | 1.36M |
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFSOLE | ETF | 3.73M | SH | $89.99M 9.31% | 0.00 | 0.00 | 3.73M |
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFSOLE | ETF | 1.33M | SH | $84.79M 8.77% | 0.00 | 0.00 | 1.33M |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 1.30M | SH | $66.70M 6.90% | 0.00 | 0.00 | 1.30M |
SCHWAB U.S. SMALL-CAP ETFSOLE | ETF | 1.54M | SH | $50.22M 5.19% | 0.00 | 0.00 | 1.54M |
ISHARES FLOATING RATE BOND ETFSOLE | ETF | 758.49K | SH | $38.68M 4.00% | 0.00 | 0.00 | 758.49K |
JANUS HENDERSON AAA CLO ETFSOLE | ETF | 670.86K | SH | $33.95M 3.51% | 0.00 | 0.00 | 670.86K |
APPLE INCSOLE | COM | 13.55K | SH | $4.69M 0.48% | 0.00 | 0.00 | 13.55K |
VANGUARD S&P 500 ETFSOLE | ETF | 6.13K | SH | $4.30M 0.44% | 0.00 | 0.00 | 6.13K |
SCHWAB U.S. DIVIDEND EQUITY ETFSOLE | ETF | 120.86K | SH | $4.26M 0.44% | 0.00 | 0.00 | 120.86K |
VANGUARD MORNINGSTAR MEGA CAP GROWTH ETFSOLE | ETF | 34.53K | SH | $3.07M 0.32% | 0.00 | 0.00 | 34.53K |
VANGUARD MORNINGSTAR MID-CAP ETFSOLE | ETF | 33.97K | SH | $2.75M 0.28% | 0.00 | 0.00 | 33.97K |
VANGUARD MORNINGSTAR GROWTH ETFSOLE | ETF | 28.64K | SH | $2.49M 0.26% | 0.00 | 0.00 | 28.64K |
SCHWAB U.S. LARGE-CAP VALUE ETFSOLE | ETF | 43.48K | SH | $1.50M 0.15% | 0.00 | 0.00 | 43.48K |
SCHWAB U.S. BROAD MARKETETFSOLE | US BRD MKT ETF | 50.98K | SH | $1.49M 0.15% | 0.00 | 0.00 | 50.98K |
INSPIRE 100 ETFSOLE | ETF | 27.92K | SH | $1.47M 0.15% | 0.00 | 0.00 | 27.92K |
LOCKHEED MARTIN CORPSOLE | COM | 2.50K | SH | $1.46M 0.15% | 0.00 | 0.00 | 2.50K |
NVIDIA CORPSOLE | COM | 5.56K | SH | $1.18M 0.12% | 0.00 | 0.00 | 5.56K |
DEERE & COSOLE | COM | 1.77K | SH | $1.13M 0.12% | 0.00 | 0.00 | 1.77K |
MICROSOFT CORPSOLE | COM | 1.93K | SH | $1.01M 0.10% | 0.00 | 0.00 | 1.93K |
INSPIRE 500 ETFSOLE | ETF | 3.76K | SH | $1.01M 0.10% | 0.00 | 0.00 | 3.76K |
ISHARES CORE S&P 500 ETFSOLE | ETF | 1.13K | SH | $864.8K 0.09% | 0.00 | 0.00 | 1.13K |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 6.28K | SH | $861.1K 0.09% | 0.00 | 0.00 | 6.28K |