| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 4,653 | 223,000 | 0.08% | ||
| 2 | DISNEY WALT CO | 1,976 | 224,000 | 0.08% | ||
| 3 | ISHARES TR | 2,075 | 238,000 | 0.09% | ||
| 4 | MCDONALDS CORP | 1,851 | 240,000 | 0.09% | ||
| 5 | BERKSHIRE HATHAWAY INC DEL | 1,448 | 241,000 | 0.09% | ||
| 6 | ISHARES TR | 2,077 | 273,000 | 0.10% | ||
| 7 | KIMBERLY CLARK CORP | 2,561 | 337,000 | 0.12% | ||
| 8 | LOCKHEED MARTIN CORP | 1,506 | 403,000 | 0.15% | ||
| 9 | FIDELITY NATL INFORMATION SV | 5,487 | 437,000 | 0.16% | ||
| 10 | SPDR S&P 500 ETF TR | 1,876 | 442,000 | 0.16% | ||
| 11 | ALLIANT ENERGY CORP | 12,040 | 477,000 | 0.18% | ||
| 12 | BANK MUTUAL CORP NEW | 139,892 | 1,315,000 | 0.48% | ||
| 13 | JPMORGAN CHASE & CO | 15,980 | 1,404,000 | 0.52% | ||
| 14 | VANGUARD INDEX FDS | 11,214 | 1,495,000 | 0.55% | ||
| 15 | PROCTER AND GAMBLE CO | 20,904 | 1,878,000 | 0.69% | ||
| 16 | ISHARES TR | 17,355 | 2,576,000 | 0.95% | ||
| 17 | ISHARES RUSSELL 2000 VALUE ETF | 25,456 | 3,008,000 | 1.11% | ||
| 18 | POWERSHARES QQQ TRUST | 23,495 | 3,110,000 | 1.15% | ||
| 19 | WEC ENERGY GROUP INC | 61,910 | 3,754,000 | 1.38% | ||
| 20 | ISHARES TR | 29,685 | 4,116,000 | 1.52% | ||
| 21 | ISHARES TR | 90,875 | 4,587,000 | 1.69% | ||
| 22 | ISHARES TR | 85,001 | 5,295,000 | 1.95% | ||
| 23 | ISHARES TR | 136,495 | 5,377,000 | 1.98% | ||
| 24 | VANGUARD INDEX FDS | 41,725 | 5,810,000 | 2.14% | ||
| 25 | VANGUARD WORLD FDS | 75,637 | 8,996,000 | 3.31% | ||
| 26 | VANGUARD INDEX FDS | 92,289 | 9,406,000 | 3.46% | ||
| 27 | VANGUARD WHITEHALL FDS | 140,172 | 10,884,000 | 4.01% | ||
| 28 | VANGUARD TAX-MANAGED FDS | 286,141 | 11,245,000 | 4.14% | ||
| 29 | VANGUARD INTL EQUITY INDEX F | 306,181 | 12,162,000 | 4.48% | ||
| 30 | ISHARES TR | 195,312 | 16,209,000 | 5.97% | ||
| 31 | VANGUARD INDEX FDS | 202,200 | 19,284,000 | 7.10% | ||
| 32 | VANGUARD BD INDEX FDS | 268,030 | 21,367,000 | 7.87% | ||
| 33 | VANGUARD INDEX FDS | 179,268 | 22,025,000 | 8.11% | ||
| 34 | VANGUARD SCOTTSDALE FDS | 348,759 | 27,810,000 | 10.24% | ||
| 35 | VANGUARD INDEX FDS | 233,787 | 28,442,000 | 10.47% | ||
| 36 | VANGUARD BD INDEX FDS | 450,140 | 36,497,000 | 13.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001841433-21-000016, 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.
