Ellenbecker Investment Group - Portfolio overview

Ellenbecker Investment Group has 143 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.00%
2. AGG - ISHARES TR, 10.93%
3. VEA - VANGUARD INTL EQUITY INDEX F, 8.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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