| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 199,651 | 21,241,000 | 12.13% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 240,970 | 19,034,000 | 10.87% | ||
| 3 | ISHARES TR | 224,025 | 15,382,000 | 8.78% | ||
| 4 | VANGUARD INDEX FDS | 182,410 | 14,870,000 | 8.49% | ||
| 5 | VANGUARD INDEX FDS | 136,114 | 13,444,000 | 7.68% | ||
| 6 | VANGUARD BD INDEX FDS | 118,222 | 9,407,000 | 5.37% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 282,014 | 9,225,000 | 5.27% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 229,326 | 8,421,000 | 4.81% | ||
| 9 | VANGUARD WHITEHALL FDS | 115,515 | 7,711,000 | 4.40% | ||
| 10 | VANGUARD WORLD FDS | 73,706 | 6,942,000 | 3.96% | ||
| 11 | ISHARES TR | 102,388 | 6,012,000 | 3.43% | ||
| 12 | VANGUARD INDEX FDS | 45,492 | 5,464,000 | 3.12% | ||
| 13 | ISHARES TR | 169,749 | 5,464,000 | 3.12% | ||
| 14 | ISHARES TR | 41,857 | 5,332,000 | 3.04% | ||
| 15 | ISHARES TR | 46,818 | 5,064,000 | 2.89% | ||
| 16 | ISHARES RUSSELL 2000 VALUE ETF | 41,702 | 3,834,000 | 2.19% | ||
| 17 | ISHARES TR | 25,795 | 3,023,000 | 1.73% | ||
| 18 | POWERSHARES QQQ TRUST | 25,467 | 2,849,000 | 1.63% | ||
| 19 | WEC ENERGY GROUP INC | 47,869 | 2,456,000 | 1.40% | ||
| 20 | VANGUARD INDEX FDS | 26,536 | 2,281,000 | 1.30% | ||
| 21 | PROCTER AND GAMBLE CO | 22,912 | 1,819,000 | 1.04% | ||
| 22 | VANGUARD INDEX FDS | 13,792 | 1,526,000 | 0.87% | ||
| 23 | BANK MUTUAL CORP NEW | 141,418 | 1,103,000 | 0.63% | ||
| 24 | JPMORGAN CHASE & CO | 16,124 | 1,065,000 | 0.61% | ||
| 25 | SPDR S&P 500 ETF TR | 1,875 | 382,000 | 0.22% | ||
| 26 | ALLIANT ENERGY CORP | 6,020 | 376,000 | 0.21% | ||
| 27 | FIDELITY NATL INFORMATION SV | 5,487 | 333,000 | 0.19% | ||
| 28 | LOCKHEED MARTIN CORP | 1,506 | 327,000 | 0.19% | ||
| 29 | ISHARES TR | 2,426 | 266,000 | 0.15% | ||
| 30 | KIMBERLY CLARK CORP | 1,961 | 250,000 | 0.14% | ||
| 31 | ISHARES TR | 2,119 | 245,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001841433-21-000011, 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.
