Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares Core S&P 500 ETF Stock mutual fund | Other securities | — | $706K | $1.3M | 19.0% | |
| Victory Shares US 500 Enhanced Volatility Stock mutual fund | Other securities | — | $824K | $948K | 14.0% | |
| Ishares Core S&P 500 ETF Stock mutual fund - | Other securities | — | — | $482K | 7.1% | |
| Ishares S&P 500 Growth ETF Stock mutual fund - | Other securities | — | — | $448K | 6.6% | |
| Victoryshares US Eq Income Enh Volatility Stock mutual fund - | Other securities | — | — | $396K | 5.9% | |
| Victoryshares US Large Cap High Div Stock mutual fund - | Other securities | — | — | $390K | 5.8% | |
| WTD ETF Ishares S&P 500 Growth ETF Stock mutual fund | Other securities | — | $206K | $274K | 4.0% | |
| Associated Bank NA Green Bay Certificate of deposit | Other securities | — | $250K | $252K | 3.7% | |
| Wells Fargo Bank NA Certificate of deposit | Other securities | — | $235K | $236K | 3.5% | |
| Ishares Core MSCI Europe ETF Stock mutual fund | Other securities | — | $145K | $153K | 2.3% | |
| Volatility * Beal Bank Certificate of deposit - | Other securities | — | — | $134K | 2.0% | |
| Capital One Bank USA NA Certificate of deposit | Other securities | — | $122K | $124K | 1.8% | |
| Pacer US Cash Cows 100 ETF Stock mutual fund - | Cash / Money Market | — | — | $105K | 1.5% | |
| Vanguard Information Technology ETF Stock mutual fund - | Other securities | — | — | $96K | 1.4% | |
| Vanguard Intermediate-Term Bond Index Fund Stock mutual fund | Other securities | — | $90K | $92K | 1.4% | |
| Sallie Mae Bank Salt Lake City UT Certificate of deposit | Other securities | — | $90K | $92K | 1.4% | |
| Ishares Core U.S. Aggregate Bond ETF Stock mutual fund | Other securities | — | $90K | $91K | 1.3% | |
| Berkshire Hathaway, Inc. Cl B New Common stock - | Common Stock | — | — | $85K | 1.3% | |
| Victoryshares Free Cash Flow ETF Stock mutual fund - | Cash / Money Market | — | — | $72K | 1.1% | |
| Capital One Bank USA NA Certificate of deposit - | Other securities | — | — | $59K | 0.9% | |
| Archer Aviation, Inc. Cl A Common stock - | Common Stock | — | — | $36K | 0.5% | |
| Sioux Falls Certificate of deposit - | Other securities | — | — | $30K | 0.4% | |
| Invesco Aerospace & Defense ETF Stock mutual fund - | Common Stock | — | — | $29K | 0.4% | |
| Truist Bank Money market account | Cash / Money Market | — | $22K | $22K | 0.3% | |
| Truist Bank Money market account - | Cash / Money Market | — | — | $21K | 0.3% | |
| Vanguard Small Cap Growth ETF Stock mutual fund - | Other securities | — | — | $18K | 0.3% | |
| Tristate Capital Bank Money market account | Cash / Money Market | — | $6K | $6K | <0.1% | |
| Tristate Capital Bank Money market account - | Cash / Money Market | — | — | $6K | <0.1% | |
| Citibank NA Money market account | Cash / Money Market | — | $3K | $3K | <0.1% | |
| American Express National Bank Money market account - | Cash / Money Market | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
