PLATTEVILLE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
54.1%
Top 10 weight
92.9%
Voting Authority Distribution
Total shares with voting rights: 19.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
19.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | US LCAP GR ETF | 5.41M | SH | $184.77M 21.33% | 0.00 | 0.00 | 5.41M |
VANGUARD VALUE INDEX FUND ETF SHARESSOLE | VALUE ETF | 799.71K | SH | $166.54M 19.22% | 0.00 | 0.00 | 799.71K |
ISHARES MORNINGSTAR MID-CAP ETFSOLE | MRGSTR MD CP ETF | 1.28M | SH | $117.28M 13.54% | 0.00 | 0.00 | 1.28M |
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFSOLE | S&P500 EQL TEC | 1.47M | SH | $86.49M 9.98% | 0.00 | 0.00 | 1.47M |
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFSOLE | BLOOMBERG SHORT | 3.06M | SH | $76.64M 8.85% | 0.00 | 0.00 | 3.06M |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ISHS 5-10YR INVT | 1.08M | SH | $57.45M 6.63% | 0.00 | 0.00 | 1.08M |
SCHWAB U.S. SMALL-CAP ETFSOLE | US SML CAP ETF | 1.50M | SH | $50.20M 5.79% | 0.00 | 0.00 | 1.50M |
ISHARES FLOATING RATE BOND ETFSOLE | FLTG RATE NT ETF | 601.09K | SH | $30.60M 3.53% | 0.00 | 0.00 | 601.09K |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | STATE STREET SPD | 877.13K | SH | $29.37M 3.39% | 0.00 | 0.00 | 877.13K |
VANGUARD GROWTH INDEX FUND ETF SHARESSOLE | GROWTH ETF | 63.09K | SH | $5.52M 0.64% | 0.00 | 0.00 | 63.09K |
SCHWAB U.S. DIVIDEND EQUITY ETFSOLE | US DIVIDEND EQ | 168.98K | SH | $5.37M 0.62% | 0.00 | 0.00 | 168.98K |
VANGUARD S&P 500 ETFSOLE | S&P 500 ETF SHS | 5.90K | SH | $4.01M 0.46% | 0.00 | 0.00 | 5.90K |
APPLE INCSOLE | COM | 13.32K | SH | $3.90M 0.45% | 0.00 | 0.00 | 13.32K |
VANGUARD MID-CAP INDEX FUND ETF SHARESSOLE | MID CAP ETF | 39.80K | SH | $3.11M 0.36% | 0.00 | 0.00 | 39.80K |
INSPIRE 100 ETFSOLE | INSPIRE 100 ETF | 27.92K | SH | $1.48M 0.17% | 0.00 | 0.00 | 27.92K |
SCHWAB U.S. BROAD MARKETETFSOLE | US BRD MKT ETF | 50.01K | SH | $1.42M 0.16% | 0.00 | 0.00 | 50.01K |
SCHWAB U.S. LARGE-CAP VALUE ETFSOLE | US LCAP VA ETF | 41.51K | SH | $1.36M 0.16% | 0.00 | 0.00 | 41.51K |
LOCKHEED MARTIN CORPSOLE | COM | 2.50K | SH | $1.28M 0.15% | 0.00 | 0.00 | 2.50K |
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFSOLE | 0-5YR HI YL CP | 28.76K | SH | $1.22M 0.14% | 0.00 | 0.00 | 28.76K |
NVIDIA CORPSOLE | COM | 5.38K | SH | $1.18M 0.14% | 0.00 | 0.00 | 5.38K |
DEERE & COSOLE | COM | 1.77K | SH | $1.04M 0.12% | 0.00 | 0.00 | 1.77K |
CONSTELLATION ENERGY CORSOLE | COM | 3.22K | SH | $965.6K 0.11% | 0.00 | 0.00 | 3.22K |
INSPIRE 500 ETFSOLE | INSPIRE 500 ETF | 3.28K | SH | $920.1K 0.11% | 0.00 | 0.00 | 3.28K |
ISHARES S&P 500 GROWTH ETFSOLE | S&P 500 GRWT ETF | 6.28K | SH | $854.8K 0.10% | 0.00 | 0.00 | 6.28K |
ISHARES CORE S&P 500 ETFSOLE | CORE S&P500 ETF | 1.13K | SH | $838.6K 0.10% | 0.00 | 0.00 | 1.13K |