LAKE BLUFF, IL
Allocation by class
Portfolio Concentration
Top 3 weight
33.6%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.54M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 152.97K | SH | $49.07M 22.37% | 0.00 | 0.00 | 152.97K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 58.42K | SH | $12.56M 5.73% | 0.00 | 0.00 | 58.42K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 VAL | 117.92K | SH | $12.02M 5.48% | 0.00 | 0.00 | 117.92K |
APPLE INCSOLE | COM | 22.52K | SH | $5.72M 2.60% | 0.00 | 0.00 | 22.52K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 191.61K | SH | $5.34M 2.43% | 0.00 | 0.00 | 191.61K |
JPMORGAN CHASE & COSOLE | COM | 14.96K | SH | $4.40M 2.01% | 0.00 | 0.00 | 14.96K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.96K | SH | $4.29M 1.96% | 0.00 | 0.00 | 8.96K |
MICROSOFT CORPSOLE | COM | 11.17K | SH | $4.13M 1.88% | 0.00 | 0.00 | 11.17K |
ALPHABET INCSOLE | CAP STK CL A | 14.21K | SH | $4.09M 1.86% | 0.00 | 0.00 | 14.21K |
APPLIED MATLS INCSOLE | COM | 10.52K | SH | $3.59M 1.64% | 0.00 | 0.00 | 10.52K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 24.14K | SH | $3.52M 1.60% | 0.00 | 0.00 | 24.14K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 63.41K | SH | $3.16M 1.44% | 0.00 | 0.00 | 63.41K |
NVIDIA CORPORATIONSOLE | COM | 17.98K | SH | $3.14M 1.43% | 0.00 | 0.00 | 17.98K |
SPDR GOLD TRSOLE | GOLD SHS | 6.99K | SH | $3.01M 1.37% | 0.00 | 0.00 | 6.99K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 38.90K | SH | $3.00M 1.37% | 0.00 | 0.00 | 38.90K |
JOHNSON & JOHNSONSOLE | COM | 11.25K | SH | $2.75M 1.25% | 0.00 | 0.00 | 11.25K |
ABBVIE INCSOLE | COM | 11.63K | SH | $2.53M 1.15% | 0.00 | 0.00 | 11.63K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 11.24K | SH | $2.28M 1.04% | 0.00 | 0.00 | 11.24K |
HOME DEPOT INCSOLE | COM | 6.93K | SH | $2.28M 1.04% | 0.00 | 0.00 | 6.93K |
EXXON MOBIL CORPSOLE | COM | 13.17K | SH | $2.23M 1.02% | 0.00 | 0.00 | 13.17K |
ISHARES TRSOLE | SELECT DIVID ETF | 14.41K | SH | $2.18M 0.99% | 0.00 | 0.00 | 14.41K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 14.42K | SH | $2.10M 0.96% | 0.00 | 0.00 | 14.42K |
WALMART INCSOLE | COM | 16.64K | SH | $2.07M 0.94% | 0.00 | 0.00 | 16.64K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.54K | SH | $1.71M 0.78% | 0.00 | 0.00 | 6.54K |
COLGATE PALMOLIVE COSOLE | COM | 19.19K | SH | $1.64M 0.75% | 0.00 | 0.00 | 19.19K |