CIK: 0001841433
Total reported value
$725.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 12.64% | — | — | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 10.71% | — | — | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.83% | — | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.37% | — | — | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.33% | — | — | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 6.29% | — | — | |
| 7 | VAW | Vanguard Materials ETF | ETF-Other | 5.60% | — | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.95% | — | — | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.68% | — | — | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 4.12% | — | — | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 4.04% | — | — | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.23% | — | — | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.13% | — | — | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.84% | — | — | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.60% | — | — | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.42% | — | — | |
| 17 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 1.95% | — | — | |
| 18 | ✓ | Integrys Energy Group INC | Stock-Other | 1.94% | — | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | — | — | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.93% | — | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | — | — | |
| 24 | FIS | Fidelity National Info Serv | Stock-Tech | 0.30% | — | — | |
| 25 | LNT | Alliant Energy CORP | Stock-Utilities | 0.21% | — | — | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.19% | — | — | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.16% | — | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | — | — | |
| 30 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.16% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | — | |
| 32 | ✓ | Bank Mut CORP New Com | Stock-Other | 0.10% | — | — |