| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 312,253 | 26,273,000 | 10.81% | ||
| 2 | VANGUARD INDEX FDS | 227,044 | 25,495,000 | 10.49% | ||
| 3 | VANGUARD SCOTTSDALE FDS | 305,687 | 24,623,000 | 10.13% | ||
| 4 | VANGUARD INDEX FDS | 184,144 | 20,377,000 | 8.38% | ||
| 5 | VANGUARD BD INDEX FDS | 246,140 | 19,895,000 | 8.19% | ||
| 6 | VANGUARD INDEX FDS | 198,499 | 17,269,000 | 7.10% | ||
| 7 | ISHARES TR | 203,826 | 15,648,000 | 6.44% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 289,526 | 10,895,000 | 4.48% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 273,018 | 10,214,000 | 4.20% | ||
| 10 | VANGUARD WHITEHALL FDS | 138,006 | 9,956,000 | 4.10% | ||
| 11 | VANGUARD INDEX FDS | 86,246 | 8,070,000 | 3.32% | ||
| 12 | VANGUARD WORLD FDS | 75,363 | 8,058,000 | 3.32% | ||
| 13 | ISHARES TR | 150,286 | 5,628,000 | 2.32% | ||
| 14 | VANGUARD INDEX FDS | 43,159 | 5,587,000 | 2.30% | ||
| 15 | ISHARES TR | 93,996 | 5,558,000 | 2.29% | ||
| 16 | ISHARES TR | 99,381 | 4,581,000 | 1.88% | ||
| 17 | ISHARES TR | 33,082 | 4,129,000 | 1.70% | ||
| 18 | WEC ENERGY GROUP INC | 65,045 | 3,895,000 | 1.60% | ||
| 19 | ISHARES RUSSELL 2000 VALUE ETF | 29,212 | 3,060,000 | 1.26% | ||
| 20 | POWERSHARES QQQ TRUST | 24,387 | 2,895,000 | 1.19% | ||
| 21 | ISHARES TR | 18,559 | 2,468,000 | 1.02% | ||
| 22 | PROCTER AND GAMBLE CO | 20,368 | 1,828,000 | 0.75% | ||
| 23 | VANGUARD INDEX FDS | 11,736 | 1,434,000 | 0.59% | ||
| 24 | BANK MUTUAL CORP NEW | 141,418 | 1,086,000 | 0.45% | ||
| 25 | JPMORGAN CHASE & CO | 16,055 | 1,069,000 | 0.44% | ||
| 26 | ALLIANT ENERGY CORP | 12,040 | 461,000 | 0.19% | ||
| 27 | FIDELITY NATL INFORMATION SV | 5,487 | 423,000 | 0.17% | ||
| 28 | SPDR S&P 500 ETF TR | 1,876 | 406,000 | 0.17% | ||
| 29 | LOCKHEED MARTIN CORP | 1,506 | 361,000 | 0.15% | ||
| 30 | ISHARES TR | 2,269 | 264,000 | 0.11% | ||
| 31 | ISHARES TR | 2,119 | 258,000 | 0.11% | ||
| 32 | KIMBERLY CLARK CORP | 1,961 | 247,000 | 0.10% | ||
| 33 | VANGUARD INTL EQUITY INDEX F | 4,841 | 220,000 | 0.09% | ||
| 34 | MCDONALDS CORP | 1,891 | 218,000 | 0.09% | ||
| 35 | BERKSHIRE HATHAWAY INC DEL | 1,448 | 209,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001841433-21-000014, 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.
