CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
20.2%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 18.85M
Full voting authority
18.85M
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 | 1.54M | SH | $139.12M 7.90% | 1.54M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 659.14K | SH | $114.96M 6.53% | 659.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 1.09M | SH | $101.89M 5.78% | 1.09M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 863.07K | SH | $94.67M 5.37% | 863.07K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 647.38K | SH | $65.17M 3.70% | 647.38K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 174.74K | SH | $61.48M 3.49% | 174.74K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 1.07M | SH | $58.86M 3.34% | 1.07M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 201.11K | SH | $51.04M 2.90% | 201.11K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 642.17K | SH | $44.79M 2.54% | 642.17K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 1.17M | SH | $34.87M 1.98% | 1.17M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 93.29K | SH | $34.53M 1.96% | 93.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 150.98K | SH | $32.80M 1.86% | 150.98K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 610.23K | SH | $30.40M 1.73% | 610.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 97.15K | SH | $29.36M 1.67% | 97.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 77.41K | SH | $22.26M 1.26% | 77.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 104.87K | SH | $21.84M 1.24% | 104.87K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 51.60K | SH | $17.44M 0.99% | 51.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 56.88K | SH | $16.32M 0.93% | 56.88K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 23.86K | SH | $15.52M 0.88% | 23.86K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 44.09K | SH | $13.65M 0.77% | 44.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.43K | SH | $12.67M 0.72% | 26.43K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 206.34K | SH | $12.38M 0.70% | 206.34K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 94.90K | SH | $11.79M 0.67% | 94.90K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.02K | SH | $11.45M 0.65% | 20.02K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 101.05K | SH | $10.76M 0.61% | 101.05K | 0.00 | 0.00 |