CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
19.9%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 18.65M
Full voting authority
18.65M
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 | 1.61M | SH | $155.58M 7.90% | 1.61M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 662.77K | SH | $132.61M 6.74% | 662.77K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 976.29K | SH | $103.79M 5.27% | 976.29K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 797.92K | SH | $101.98M 5.18% | 797.92K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 1.17M | SH | $64.46M 3.27% | 1.17M | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 173.85K | SH | $62.95M 3.20% | 173.85K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 733.40K | SH | $60.75M 3.09% | 733.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 204.48K | SH | $59.17M 3.01% | 204.48K | 0.00 | 0.00 |
FLEXSHARES TRSOLE | MORNSTAR UPSTR | 1.13M | SH | $55.45M 2.82% | 1.13M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 95.43K | SH | $35.60M 1.81% | 95.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 96.96K | SH | $35.46M 1.80% | 96.96K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 142.09K | SH | $34.53M 1.75% | 142.09K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 619.99K | SH | $30.86M 1.57% | 619.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 80.06K | SH | $28.61M 1.45% | 80.06K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 59.88K | SH | $28.60M 1.45% | 59.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 114.13K | SH | $27.20M 1.38% | 114.13K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.15K | SH | $23.26M 1.18% | 31.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 55.43K | SH | $19.58M 0.99% | 55.43K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 46.47K | SH | $17.55M 0.89% | 46.47K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 13.98K | SH | $16.14M 0.82% | 13.98K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 11.53K | SH | $13.83M 0.70% | 11.53K | 0.00 | 0.00 |
PROSHARES TRSOLE | DJ BRKFLD GLB | 213.38K | SH | $12.65M 0.64% | 213.38K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 11.79K | SH | $12.56M 0.64% | 11.79K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.98K | SH | $12.50M 0.64% | 24.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.43K | SH | $12.07M 0.61% | 21.43K | 0.00 | 0.00 |