MARQUETTE, MI
Allocation by class
Portfolio Concentration
Top 3 weight
41.7%
Top 10 weight
84.7%
Voting Authority Distribution
Total shares with voting rights: 5.88M
Full voting authority
5.88M
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 TRSOLE | CORE MSCI EURO | 807.20K | SH | $56.72M 18.04% | 807.20K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.14M | SH | $38.39M 12.21% | 1.14M | 0.00 | 0.00 |
ISHARES TRSOLE | BROAD USD HIGH | 975.27K | SH | $35.93M 11.43% | 975.27K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 549.62K | SH | $31.10M 9.89% | 549.62K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 287.43K | SH | $28.14M 8.95% | 287.43K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 815.86K | SH | $18.69M 5.94% | 815.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI PAC | 209.89K | SH | $16.06M 5.11% | 209.89K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 91.86K | SH | $14.25M 4.53% | 91.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 77.30K | SH | $14.25M 4.53% | 77.30K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 49.56K | SH | $12.76M 4.06% | 49.56K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 469.48K | SH | $12.35M 3.93% | 469.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US VLU | 110.28K | SH | $11.28M 3.59% | 110.28K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 60.48K | SH | $5.84M 1.86% | 60.48K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 61.54K | SH | $5.82M 1.85% | 61.54K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 35.72K | SH | $3.89M 1.24% | 35.72K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 68.86K | SH | $1.67M 0.53% | 68.86K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 15.45K | SH | $1.34M 0.43% | 15.45K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 7.04K | SH | $1.03M 0.33% | 7.04K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 7.16K | SH | $917.4K 0.29% | 7.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 6.01K | SH | $597.0K 0.19% | 6.01K | 0.00 | 0.00 |
ISHARES TRSOLE | SP SMCP600VL ETF | 3.79K | SH | $449.4K 0.14% | 3.79K | 0.00 | 0.00 |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 4.04K | SH | $445.7K 0.14% | 4.04K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P SML 600 GWT | 2.75K | SH | $398.1K 0.13% | 2.75K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 3.06K | SH | $354.1K 0.11% | 3.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.32K | SH | $336.4K 0.11% | 1.32K | 0.00 | 0.00 |