| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 45,128 | 9,761,000 | 11.78% | ||
| 2 | ISHARES TR | 85,914 | 9,074,000 | 10.95% | ||
| 3 | SCHWAB INTERNATIONAL EQUITY ETF | 285,040 | 8,206,000 | 9.90% | ||
| 4 | POWERSHARES QQQ TRUST | 56,663 | 6,727,000 | 8.12% | ||
| 5 | SCHWAB EMERGING MARKETS EQUITY ETF | 290,309 | 6,695,000 | 8.08% | ||
| 6 | ISHARES TR | 68,678 | 5,538,000 | 6.68% | ||
| 7 | ISHARES TR | 39,191 | 4,868,000 | 5.87% | ||
| 8 | SPDR SER TR | 88,269 | 4,092,000 | 4.94% | ||
| 9 | SCHWAB U.S. LARGE-CAP ETF | 64,355 | 3,322,000 | 4.01% | ||
| 10 | SCHWAB U.S. LARGE-CAP VALUE ETF | 71,092 | 3,239,000 | 3.91% | ||
| 11 | VANGUARD SCOTTSDALE FDS | 40,004 | 3,222,000 | 3.89% | ||
| 12 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 49,753 | 2,760,000 | 3.33% | ||
| 13 | SCHWAB U.S. SMALL-CAP ETF | 44,927 | 2,586,000 | 3.12% | ||
| 14 | SCHWAB U.S. REIT ETF | 52,751 | 2,250,000 | 2.71% | ||
| 15 | ISHARES TR | 52,442 | 2,071,000 | 2.50% | ||
| 16 | SPDR SERIES TRUST | 53,236 | 1,955,000 | 2.36% | ||
| 17 | ISHARES RUSSELL 2000 VALUE ETF | 15,409 | 1,614,000 | 1.95% | ||
| 18 | POWERSHARES ETF TR II | 104,577 | 1,582,000 | 1.91% | ||
| 19 | ISHARES TR | 3,298 | 406,000 | 0.49% | ||
| 20 | ISHARES TR | 3,361 | 394,000 | 0.48% | ||
| 21 | ASSOCIATED BANC CORP | 18,436 | 361,000 | 0.44% | ||
| 22 | SPDR SERIES TRUST | 18,100 | 345,000 | 0.42% | ||
| 23 | SELECT SECTOR SPDR TR | 4,498 | 318,000 | 0.38% | ||
| 24 | SELECT SECTOR SPDR TR | 6,214 | 304,000 | 0.37% | ||
| 25 | SPDR SERIES TRUST | 8,652 | 294,000 | 0.35% | ||
| 26 | VANGUARD INDEX FDS | 2,210 | 245,000 | 0.30% | ||
| 27 | SPDR SER TR | 3,442 | 228,000 | 0.28% | ||
| 28 | FIRST TR EXCHANGE TRADED FD | 2,759 | 225,000 | 0.27% | ||
| 29 | SPDR FTSE SP INS ETF | 2,797 | 207,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-085545, filed 2016.11.09).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
