WISCONSIN RAPIDS, WI
Allocation by class
Portfolio Concentration
Top 3 weight
20.1%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 5.69M
Full voting authority
5.69M
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 TR MSCI EAFE ETFDFND | OTHER | 992.29K | SH | $96.4K 12.44% | 992.29K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETFDFND | OTHER | 575.86K | SH | $31.1K 4.02% | 575.86K | 0.00 | 0.00 |
VANGUARD INDEX FDS MCAP VL IDXVIPDFND | OTHER | 154.71K | SH | $28.5K 3.68% | 154.71K | 0.00 | 0.00 |
ISHARES TR RUS 2000 VAL ETFDFND | OTHER | 142.41K | SH | $27.0K 3.48% | 142.41K | 0.00 | 0.00 |
VANGUARD INDEX FDS MCAP GR IDXVIPDFND | OTHER | 98.57K | SH | $25.4K 3.27% | 98.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWDFND | COMMON | 52.78K | SH | $25.3K 3.26% | 52.78K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMDFND | COMMON | 103.20K | SH | $25.2K 3.26% | 103.20K | 0.00 | 0.00 |
ISHARES TR RUS 2000 GRW ETFDFND | OTHER | 78.78K | SH | $24.7K 3.19% | 78.78K | 0.00 | 0.00 |
AMAZON COM INC COMDFND | COMMON | 112.58K | SH | $23.4K 3.03% | 112.58K | 0.00 | 0.00 |
MICROSOFT CORP COMDFND | COMMON | 61.54K | SH | $22.8K 2.94% | 61.54K | 0.00 | 0.00 |
APPLIED MATLS INC COMDFND | COMMON | 65.82K | SH | $22.5K 2.90% | 65.82K | 0.00 | 0.00 |
APPLE INC COMDFND | COMMON | 87.88K | SH | $22.3K 2.88% | 87.88K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ADFND | COMMON | 75.76K | SH | $21.8K 2.81% | 75.76K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMDFND | COMMON | 73.12K | SH | $21.5K 2.78% | 73.12K | 0.00 | 0.00 |
WALMART INC COMDFND | COMMON | 127.65K | SH | $15.9K 2.05% | 127.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL ADFND | COMMON | 20.00 | SH | $14.4K 1.85% | 20.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CDFND | COMMON | 43.84K | SH | $12.6K 1.62% | 43.84K | 0.00 | 0.00 |
PEPSICO INC COMDFND | COMMON | 74.47K | SH | $11.6K 1.49% | 74.47K | 0.00 | 0.00 |
AMERICAN EXPRESS CO COMDFND | COMMON | 37.87K | SH | $11.5K 1.48% | 37.87K | 0.00 | 0.00 |
PFIZER INC COMDFND | COMMON | 404.54K | SH | $11.4K 1.47% | 404.54K | 0.00 | 0.00 |
VANGUARD INDEX FDS S&P 500 ETF SHSDFND | OTHER | 18.86K | SH | $11.3K 1.45% | 18.86K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION COMDFND | COMMON | 9.88K | SH | $9.8K 1.27% | 9.88K | 0.00 | 0.00 |
WASTE MGMT INC DEL COMDFND | COMMON | 42.04K | SH | $9.7K 1.25% | 42.04K | 0.00 | 0.00 |
HOME DEPOT INC COMDFND | COMMON | 28.85K | SH | $9.5K 1.22% | 28.85K | 0.00 | 0.00 |
DISNEY WALT CO COMDFND | COMMON | 95.76K | SH | $9.2K 1.19% | 95.76K | 0.00 | 0.00 |