Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $31.2M | 1344150 | 15.74% |
| 2 | VANGUARD INDEX FDS | $29.8M | 49791 | 15.01% |
| 3 | VANGUARD SPECIALIZED FUNDS | $29.5M | 137315 | 14.90% |
| 4 | INVESCO QQQ TR | $24.7M | 42868 | 12.48% |
| 5 | ISHARES TR | $15.2M | 359293 | 7.67% |
| 6 | ISHARES TR | $12.9M | 139419 | 6.52% |
| 7 | VANGUARD TAX-MANAGED FDS | $9.5M | 148492 | 4.80% |
| 8 | AMERICAN CENTY ETF TR | $9.3M | 109658 | 4.69% |
| 9 | APPLE INC | $3.9M | 15539 | 1.99% |
| 10 | BERKSHIRE HATHAWAY INC DEL | $2.3M | 4817 | 1.16% |
| 11 | JPMORGAN CHASE & CO | $1.8M | 6195 | 0.92% |
| 12 | AMAZON COM INC | $1.7M | 8255 | 0.87% |
| 13 | ELI LILLY & CO | $1.7M | 1848 | 0.86% |
| 14 | EXXON MOBIL CORP | $1.6M | 9709 | 0.83% |
| 15 | ISHARES TR | $1.6M | 4314 | 0.81% |
| 16 | ALPHABET INC | $1.4M | 4895 | 0.71% |
| 17 | NVIDIA CORPORATION | $1.4M | 7974 | 0.70% |
| 18 | MICROSOFT CORP | $1.4M | 3701 | 0.69% |
| 19 | VANGUARD INDEX FDS | $1.4M | 4218 | 0.68% |
| 20 | BROADCOM INC | $1.3M | 4318 | 0.67% |
| 21 | VANGUARD INDEX FDS | $1.3M | 2878 | 0.63% |
| 22 | ISHARES TR | $1.2M | 8809 | 0.63% |
| 23 | VISA INC | $1.2M | 4074 | 0.62% |
| 24 | ISHARES TR | $1.1M | 23709 | 0.57% |
| 25 | ISHARES TR | $893K | 2093 | 0.45% |
| 26 | CUMMINS INC | $735K | 1366 | 0.37% |
| 27 | SCHWAB STRATEGIC TR | $684K | 27269 | 0.35% |
| 28 | ISHARES TR | $612K | 1715 | 0.31% |
| 29 | ORACLE CORP | $504K | 3426 | 0.25% |
| 30 | PROCTER & GAMBLE CO | $456K | 3154 | 0.23% |
| 31 | ISHARES TR | $446K | 5309 | 0.22% |
| 32 | VANGUARD WORLD FD | $439K | 6123 | 0.22% |
| 33 | ISHARES TR | $416K | 1679 | 0.21% |
| 34 | ALPHABET INC | $387K | 1347 | 0.20% |
| 35 | ISHARES TR | $372K | 7841 | 0.19% |
| 36 | ISHARES TR | $368K | 2875 | 0.19% |
| 37 | ISHARES TR | $338K | 2316 | 0.17% |
| 38 | ISHARES TR | $306K | 1372 | 0.15% |
| 39 | SPDR SERIES TRUST | $298K | 2329 | 0.15% |
| 40 | BALL CORP | $271K | 4581 | 0.14% |
| 41 | SPDR SERIES TRUST | $259K | 2829 | 0.13% |
| 42 | WATERS CORP | $258K | 867 | 0.13% |
| 43 | INTERNATIONAL BUSINESS MACHS | $243K | 1003 | 0.12% |
| 44 | WEC ENERGY GROUP INC | $237K | 2050 | 0.12% |
| 45 | ISHARES TR | $237K | 5000 | 0.12% |
| 46 | ISHARES TR | $234K | 1095 | 0.12% |
| 47 | PROFESIONALLY MANAGED PORTFO | $210K | 3973 | 0.11% |
| 48 | WALMART INC | $204K | 1640 | 0.10% |
| 49 | STATE STR SPDR S&P 500 ETF T | $202K | 311 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.