| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 196,617 | 19,719,000 | 12.40% | ||
| 2 | ISHARES TR | 224,219 | 15,043,000 | 9.46% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 185,748 | 14,806,000 | 9.31% | ||
| 4 | VANGUARD INDEX FDS | 177,767 | 13,644,000 | 8.58% | ||
| 5 | VANGUARD INDEX FDS | 128,706 | 12,465,000 | 7.84% | ||
| 6 | VANGUARD INTL EQUITY INDEX F | 302,671 | 10,015,000 | 6.30% | ||
| 7 | VANGUARD WHITEHALL FDS | 117,242 | 7,345,000 | 4.62% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 183,627 | 6,544,000 | 4.12% | ||
| 9 | VANGUARD WORLD FDS | 73,362 | 6,407,000 | 4.03% | ||
| 10 | ISHARES TR | 189,889 | 6,225,000 | 3.92% | ||
| 11 | ISHARES TR | 101,496 | 5,818,000 | 3.66% | ||
| 12 | VANGUARD BD INDEX FDS | 64,443 | 5,181,000 | 3.26% | ||
| 13 | ISHARES TR | 42,464 | 5,164,000 | 3.25% | ||
| 14 | VANGUARD INDEX FDS | 44,085 | 5,143,000 | 3.23% | ||
| 15 | ISHARES TR | 47,350 | 4,962,000 | 3.12% | ||
| 16 | ISHARES RUSSELL 2000 VALUE ETF | 43,413 | 3,912,000 | 2.46% | ||
| 17 | ISHARES TR | 27,227 | 3,140,000 | 1.98% | ||
| 18 | POWERSHARES QQQ TRUST | 26,626 | 2,709,000 | 1.70% | ||
| 19 | WEC ENERGY GROUP INC | 47,432 | 2,477,000 | 1.56% | ||
| 20 | PROCTER AND GAMBLE CO | 23,461 | 1,688,000 | 1.06% | ||
| 21 | VANGUARD INDEX FDS | 13,578 | 1,466,000 | 0.92% | ||
| 22 | BANK MUTUAL CORP NEW | 141,543 | 1,087,000 | 0.68% | ||
| 23 | VANGUARD INDEX FDS | 12,194 | 1,015,000 | 0.64% | ||
| 24 | JPMORGAN CHASE & CO | 16,124 | 983,000 | 0.62% | ||
| 25 | SPDR S&P 500 ETF TR | 1,975 | 378,000 | 0.24% | ||
| 26 | FIDELITY NATL INFORMATION SV | 5,487 | 368,000 | 0.23% | ||
| 27 | ALLIANT ENERGY CORP | 5,770 | 337,000 | 0.21% | ||
| 28 | ISHARES TR | 2,479 | 274,000 | 0.17% | ||
| 29 | KIMBERLY CLARK CORP | 2,111 | 230,000 | 0.14% | ||
| 30 | ISHARES TR | 2,119 | 228,000 | 0.14% | ||
| 31 | BERKSHIRE HATHAWAY INC DEL | 1,603 | 209,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001841433-21-000010, filed 2021.05.24).
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.
