MADISON, WI
Allocation by class
Portfolio Concentration
Top 3 weight
16.7%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 12.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
12.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 1.26M | SH | $57.71M 7.61% | 0.00 | 0.00 | 1.26M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 538.21K | SH | $41.19M 5.43% | 0.00 | 0.00 | 538.21K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 587.40K | SH | $27.65M 3.65% | 0.00 | 0.00 | 587.40K |
ISHARES TRSOLE | CORE S&P500 ETF | 34.33K | SH | $22.42M 2.96% | 0.00 | 0.00 | 34.33K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 434.82K | SH | $21.66M 2.85% | 0.00 | 0.00 | 434.82K |
ISHARES TRSOLE | CORE S&P MCP ETF | 311.73K | SH | $21.05M 2.77% | 0.00 | 0.00 | 311.73K |
FIRST TR EXCHNG TRADED FD VISOLE | SMITH UNCONSTRAI | 740.03K | SH | $18.33M 2.42% | 0.00 | 0.00 | 740.03K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 226.96K | SH | $18.29M 2.41% | 0.00 | 0.00 | 226.96K |
FIRST TR EXCHANGE-TRADED FDSOLE | LNG DUR OPRTUN | 840.75K | SH | $18.14M 2.39% | 0.00 | 0.00 | 840.75K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 176.17K | SH | $16.34M 2.15% | 0.00 | 0.00 | 176.17K |
APPLE INCSOLE | COM | 63.48K | SH | $16.11M 2.12% | 0.00 | 0.00 | 63.48K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 189.52K | SH | $15.62M 2.06% | 0.00 | 0.00 | 189.52K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.72K | SH | $15.37M 2.03% | 0.00 | 0.00 | 25.72K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 209.08K | SH | $14.28M 1.88% | 0.00 | 0.00 | 209.08K |
ISHARES TRSOLE | CORE S&P SCP ETF | 90.86K | SH | $11.29M 1.49% | 0.00 | 0.00 | 90.86K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 452.42K | SH | $11.27M 1.49% | 0.00 | 0.00 | 452.42K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 121.25K | SH | $11.24M 1.48% | 0.00 | 0.00 | 121.25K |
SPDR SERIES TRUSTSOLE | BLOOMBERG INTL T | 485.82K | SH | $10.66M 1.41% | 0.00 | 0.00 | 485.82K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 146.15K | SH | $9.35M 1.23% | 0.00 | 0.00 | 146.15K |
ISHARES INCSOLE | MSCI JAPAN ETF | 108.96K | SH | $9.20M 1.21% | 0.00 | 0.00 | 108.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 89.72K | SH | $8.77M 1.16% | 0.00 | 0.00 | 89.72K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 336.09K | SH | $8.60M 1.13% | 0.00 | 0.00 | 336.09K |
MICROSOFT CORPSOLE | COM | 20.14K | SH | $7.45M 0.98% | 0.00 | 0.00 | 20.14K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 78.08K | SH | $7.36M 0.97% | 0.00 | 0.00 | 78.08K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 23.91K | SH | $6.86M 0.90% | 0.00 | 0.00 | 23.91K |