DE PERE, WI
Allocation by class
Portfolio Concentration
Top 3 weight
32.4%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 1.34M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.34M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | NATIONAL MUN ETF | 125.78K | SH | $13.35M 12.39% | 0.00 | 0.00 | 125.78K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.41K | SH | $12.79M 11.88% | 0.00 | 0.00 | 21.41K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 105.58K | SH | $8.74M 8.11% | 0.00 | 0.00 | 105.58K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 97.06K | SH | $7.15M 6.64% | 0.00 | 0.00 | 97.06K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 93.56K | SH | $4.67M 4.33% | 0.00 | 0.00 | 93.56K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 44.61K | SH | $4.18M 3.88% | 0.00 | 0.00 | 44.61K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 47.38K | SH | $4.02M 3.73% | 0.00 | 0.00 | 47.38K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 169.53K | SH | $3.95M 3.67% | 0.00 | 0.00 | 169.53K |
ISHARES TRSOLE | CORE S&P SCP ETF | 30.88K | SH | $3.84M 3.56% | 0.00 | 0.00 | 30.88K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 58.05K | SH | $3.72M 3.45% | 0.00 | 0.00 | 58.05K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 45.04K | SH | $3.63M 3.37% | 0.00 | 0.00 | 45.04K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 36.84K | SH | $2.92M 2.71% | 0.00 | 0.00 | 36.84K |
ISHARES TRSOLE | JPMORGAN USD EMG | 30.92K | SH | $2.90M 2.70% | 0.00 | 0.00 | 30.92K |
ISHARES INCSOLE | CORE MSCI EMKT | 35.13K | SH | $2.45M 2.27% | 0.00 | 0.00 | 35.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 65.47K | SH | $2.20M 2.04% | 0.00 | 0.00 | 65.47K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 5.77K | SH | $1.70M 1.58% | 0.00 | 0.00 | 5.77K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 31.21K | SH | $1.65M 1.53% | 0.00 | 0.00 | 31.21K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 26.11K | SH | $1.63M 1.51% | 0.00 | 0.00 | 26.11K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 24.54K | SH | $1.61M 1.50% | 0.00 | 0.00 | 24.54K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 15.40K | SH | $1.54M 1.43% | 0.00 | 0.00 | 15.40K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 21.14K | SH | $1.50M 1.40% | 0.00 | 0.00 | 21.14K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 29.77K | SH | $1.44M 1.34% | 0.00 | 0.00 | 29.77K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.12K | SH | $1.33M 1.24% | 0.00 | 0.00 | 3.12K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 53.42K | SH | $1.32M 1.23% | 0.00 | 0.00 | 53.42K |
NVIDIA CORPORATIONOTR | COM | 6.99K | SH | $1.22M 1.13% | 0.00 | 0.00 | 6.99K |