| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 42,509 | 9,502,000 | 12.55% | ||
| 2 | SCHWAB U.S. LARGE-CAP VALUE ETF | 162,050 | 7,793,000 | 10.29% | ||
| 3 | SCHWAB INTERNATIONAL EQUITY ETF | 280,370 | 7,761,000 | 10.25% | ||
| 4 | SCHWAB U.S. REIT ETF | 188,635 | 7,742,000 | 10.22% | ||
| 5 | SCHWAB U.S. SMALL-CAP ETF | 116,072 | 7,136,000 | 9.42% | ||
| 6 | POWERSHARES QQQ TRUST | 54,013 | 6,400,000 | 8.45% | ||
| 7 | SPDR SER TR | 111,524 | 5,091,000 | 6.72% | ||
| 8 | VANGUARD SCOTTSDALE FDS | 57,186 | 4,539,000 | 5.99% | ||
| 9 | ISHARES TR | 40,442 | 4,531,000 | 5.98% | ||
| 10 | SCHWAB U.S. LARGE-CAP ETF | 65,245 | 3,475,000 | 4.59% | ||
| 11 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 47,199 | 2,635,000 | 3.48% | ||
| 12 | SPDR SERIES TRUST | 55,310 | 2,016,000 | 2.66% | ||
| 13 | ISHARES RUSSELL 2000 VALUE ETF | 12,850 | 1,528,000 | 2.02% | ||
| 14 | PROSHARES TR | 62,055 | 1,019,000 | 1.35% | ||
| 15 | SPDR SERIES TRUST | 20,249 | 453,000 | 0.60% | ||
| 16 | ISHARES TR | 3,624 | 425,000 | 0.56% | ||
| 17 | ISHARES TR | 3,751 | 413,000 | 0.55% | ||
| 18 | SELECT SECTOR SPDR TR | 5,104 | 384,000 | 0.51% | ||
| 19 | ASSOCIATED BANC CORP | 15,218 | 376,000 | 0.50% | ||
| 20 | SELECT SECTOR SPDR TR | 7,674 | 373,000 | 0.49% | ||
| 21 | SPDR SERIES TRUST | 10,932 | 370,000 | 0.49% | ||
| 22 | VANGUARD INDEX FDS | 2,629 | 318,000 | 0.42% | ||
| 23 | SPDR FTSE SP INS ETF | 3,163 | 262,000 | 0.35% | ||
| 24 | FIRST TR EXCHANGE TRADED FD | 3,130 | 250,000 | 0.33% | ||
| 25 | SELECT SECTOR SPDR TR | 2,939 | 239,000 | 0.32% | ||
| 26 | SPDR SER TR | 3,968 | 235,000 | 0.31% | ||
| 27 | SELECT SECTOR SPDR TR | 10,059 | 234,000 | 0.31% | ||
| 28 | SELECT SECTOR SPDR TR | 3,170 | 219,000 | 0.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-003853, filed 2017.02.01).
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.
