| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 213,064 | 22,681,000 | 11.64% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 254,094 | 20,335,000 | 10.44% | ||
| 3 | VANGUARD INDEX FDS | 166,161 | 16,929,000 | 8.69% | ||
| 4 | VANGUARD BD INDEX FDS | 200,205 | 16,142,000 | 8.29% | ||
| 5 | VANGUARD INDEX FDS | 190,916 | 15,730,000 | 8.08% | ||
| 6 | ISHARES TR | 219,589 | 15,575,000 | 8.00% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 281,952 | 9,750,000 | 5.01% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 257,050 | 9,223,000 | 4.74% | ||
| 9 | VANGUARD WHITEHALL FDS | 126,315 | 8,721,000 | 4.48% | ||
| 10 | VANGUARD WORLD FDS | 75,155 | 7,379,000 | 3.79% | ||
| 11 | ISHARES TR | 167,896 | 5,750,000 | 2.95% | ||
| 12 | ISHARES TR | 99,666 | 5,697,000 | 2.92% | ||
| 13 | VANGUARD INDEX FDS | 44,815 | 5,433,000 | 2.79% | ||
| 14 | VANGUARD INDEX FDS | 59,354 | 5,171,000 | 2.65% | ||
| 15 | ISHARES TR | 39,034 | 5,025,000 | 2.58% | ||
| 16 | ISHARES TR | 41,531 | 4,706,000 | 2.42% | ||
| 17 | ISHARES RUSSELL 2000 VALUE ETF | 37,086 | 3,456,000 | 1.77% | ||
| 18 | WEC ENERGY GROUP INC | 54,681 | 3,285,000 | 1.69% | ||
| 19 | ISHARES TR | 22,524 | 2,794,000 | 1.43% | ||
| 20 | POWERSHARES QQQ TRUST | 25,373 | 2,771,000 | 1.42% | ||
| 21 | PROCTER AND GAMBLE CO | 21,853 | 1,799,000 | 0.92% | ||
| 22 | VANGUARD INDEX FDS | 13,260 | 1,478,000 | 0.76% | ||
| 23 | BANK MUTUAL CORP NEW | 141,418 | 1,071,000 | 0.55% | ||
| 24 | JPMORGAN CHASE & CO | 16,055 | 951,000 | 0.49% | ||
| 25 | ALLIANT ENERGY CORP | 6,020 | 447,000 | 0.23% | ||
| 26 | SPDR S&P 500 ETF TR | 1,875 | 385,000 | 0.20% | ||
| 27 | FIDELITY NATL INFORMATION SV | 5,487 | 347,000 | 0.18% | ||
| 28 | LOCKHEED MARTIN CORP | 1,506 | 334,000 | 0.17% | ||
| 29 | ISHARES TR | 2,426 | 278,000 | 0.14% | ||
| 30 | KIMBERLY CLARK CORP | 1,961 | 264,000 | 0.14% | ||
| 31 | ISHARES TR | 2,119 | 246,000 | 0.13% | ||
| 32 | VANGUARD INTL EQUITY INDEX F | 4,927 | 213,000 | 0.11% | ||
| 33 | MCDONALDS CORP | 1,641 | 206,000 | 0.11% | ||
| 34 | BERKSHIRE HATHAWAY INC DEL | 1,448 | 205,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001841433-21-000012, 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.
