CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 18.81M
Full voting authority
18.81M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI EAFE | 1.71M | SH | $165.47M 8.10% | 1.71M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 665.20K | SH | $151.92M 7.43% | 665.20K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 927.12K | SH | $100.78M 4.93% | 927.12K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 775.95K | SH | $100.04M 4.90% | 775.95K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 168.41K | SH | $70.99M 3.47% | 168.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 210.60K | SH | $70.14M 3.43% | 210.60K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 1.18M | SH | $68.92M 3.37% | 1.18M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 779.53K | SH | $63.27M 3.10% | 779.53K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | NRTRN TR MRN GBL | 1.14M | SH | $60.29M 2.95% | 1.14M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 93.22K | SH | $47.81M 2.34% | 93.22K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SML CP V | 146.06K | SH | $33.75M 1.65% | 146.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MRNGSTR SM CP GR | 99.25K | SH | $33.53M 1.64% | 99.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 123.41K | SH | $30.75M 1.50% | 123.41K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 626.83K | SH | $30.38M 1.49% | 626.83K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 66.11K | SH | $30.16M 1.48% | 66.11K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 79.02K | SH | $27.19M 1.33% | 79.02K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 32.00 | SH | $23.90M 1.17% | 32.00 | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.13K | SH | $23.74M 1.16% | 31.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 64.23K | SH | $21.89M 1.07% | 64.23K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 48.30K | SH | $16.96M 0.83% | 48.30K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 14.68K | SH | $15.63M 0.76% | 14.68K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.30K | SH | $14.72M 0.72% | 20.30K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 12.03K | SH | $13.92M 0.68% | 12.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 27.69K | SH | $13.79M 0.67% | 27.69K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 225.65K | SH | $12.29M 0.60% | 225.65K | 0.00 | 0.00 |