| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 426,123 | 34,426,000 | 13.36% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 331,746 | 26,331,000 | 10.22% | ||
| 3 | VANGUARD INDEX FDS | 232,803 | 25,953,000 | 10.08% | ||
| 4 | VANGUARD INDEX FDS | 181,284 | 21,935,000 | 8.52% | ||
| 5 | VANGUARD BD INDEX FDS | 245,833 | 19,531,000 | 7.58% | ||
| 6 | VANGUARD INDEX FDS | 200,519 | 18,650,000 | 7.24% | ||
| 7 | ISHARES TR | 199,436 | 16,041,000 | 6.23% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 297,806 | 10,655,000 | 4.14% | ||
| 9 | VANGUARD WHITEHALL FDS | 137,715 | 10,435,000 | 4.05% | ||
| 10 | VANGUARD TAX-MANAGED FDS | 278,270 | 10,168,000 | 3.95% | ||
| 11 | VANGUARD INDEX FDS | 89,519 | 8,700,000 | 3.38% | ||
| 12 | VANGUARD WORLD FDS | 76,366 | 8,587,000 | 3.33% | ||
| 13 | VANGUARD INDEX FDS | 42,161 | 5,550,000 | 2.15% | ||
| 14 | ISHARES TR | 142,789 | 4,999,000 | 1.94% | ||
| 15 | ISHARES TR | 86,104 | 4,971,000 | 1.93% | ||
| 16 | ISHARES TR | 94,800 | 4,658,000 | 1.81% | ||
| 17 | ISHARES TR | 32,023 | 4,483,000 | 1.74% | ||
| 18 | WEC ENERGY GROUP INC | 64,037 | 3,756,000 | 1.46% | ||
| 19 | ISHARES RUSSELL 2000 VALUE ETF | 27,505 | 3,271,000 | 1.27% | ||
| 20 | POWERSHARES QQQ TRUST | 23,714 | 2,810,000 | 1.09% | ||
| 21 | ISHARES TR | 17,516 | 2,543,000 | 0.99% | ||
| 22 | PROCTER AND GAMBLE CO | 20,149 | 1,694,000 | 0.66% | ||
| 23 | VANGUARD INDEX FDS | 11,406 | 1,471,000 | 0.57% | ||
| 24 | JPMORGAN CHASE & CO | 16,055 | 1,385,000 | 0.54% | ||
| 25 | BANK MUTUAL CORP NEW | 139,892 | 1,322,000 | 0.51% | ||
| 26 | ALLIANT ENERGY CORP | 12,040 | 456,000 | 0.18% | ||
| 27 | SPDR S&P 500 ETF TR | 1,876 | 419,000 | 0.16% | ||
| 28 | FIDELITY NATL INFORMATION SV | 5,487 | 415,000 | 0.16% | ||
| 29 | LOCKHEED MARTIN CORP | 1,506 | 376,000 | 0.15% | ||
| 30 | ISHARES TR | 2,077 | 253,000 | 0.10% | ||
| 31 | ISHARES TR | 2,170 | 246,000 | 0.10% | ||
| 32 | BERKSHIRE HATHAWAY INC DEL | 1,448 | 236,000 | 0.09% | ||
| 33 | MCDONALDS CORP | 1,851 | 225,000 | 0.09% | ||
| 34 | KIMBERLY CLARK CORP | 1,961 | 224,000 | 0.09% | ||
| 35 | DISNEY WALT CO | 1,976 | 206,000 | 0.08% | ||
| 36 | VANGUARD INTL EQUITY INDEX F | 4,653 | 206,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001841433-21-000015, 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.
