LISLE, IL
Allocation by class
Portfolio Concentration
Top 3 weight
7.6%
Top 10 weight
18.1%
Voting Authority Distribution
Total shares with voting rights: 17.27M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.27M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 104.19K | SH | $33.42M 2.99% | 0.00 | 0.00 | 104.19K |
ISHARES TRSOLE | CORE S&P500 ETF | 46.04K | SH | $30.07M 2.69% | 0.00 | 0.00 | 46.04K |
FIDELITY COVINGTON TRUSTOTR | BLUE CHIP GRWTH | 424.34K | SH | $21.27M 1.91% | 0.00 | 0.00 | 424.34K |
GRANITESHARES GOLD TRSOLE | SHS BEN INT | 437.99K | SH | $20.20M 1.81% | 0.00 | 0.00 | 437.99K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 440.75K | SH | $18.75M 1.68% | 0.00 | 0.00 | 440.75K |
VANGUARD BD INDEX FDSOTR | TOTAL BND MRKT | 246.20K | SH | $18.13M 1.62% | 0.00 | 0.00 | 246.20K |
SPDR INDEX SHS FDSOTR | STATE STREET SPD | 365.05K | SH | $16.66M 1.49% | 0.00 | 0.00 | 365.05K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 41.30K | SH | $15.83M 1.42% | 0.00 | 0.00 | 41.30K |
NVIDIA CORPORATIONOTR | COM | 80.35K | SH | $14.01M 1.26% | 0.00 | 0.00 | 80.35K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 231.22K | SH | $13.45M 1.21% | 0.00 | 0.00 | 231.22K |
VANGUARD INDEX FDSOTR | MID CAP ETF | 44.84K | SH | $12.88M 1.15% | 0.00 | 0.00 | 44.84K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 105.82K | SH | $11.97M 1.07% | 0.00 | 0.00 | 105.82K |
FIDELITY COVINGTON TRUSTOTR | ENHANCED INTL | 316.94K | SH | $11.79M 1.06% | 0.00 | 0.00 | 316.94K |
MICROSOFT CORPOTR | COM | 31.33K | SH | $11.60M 1.04% | 0.00 | 0.00 | 31.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 151.21K | SH | $11.57M 1.04% | 0.00 | 0.00 | 151.21K |
ISHARES TRSOLE | S&P 500 VAL ETF | 53.79K | SH | $11.36M 1.02% | 0.00 | 0.00 | 53.79K |
ISHARES INCSOLE | CORE MSCI EMKT | 161.59K | SH | $11.27M 1.01% | 0.00 | 0.00 | 161.59K |
APPLE INCSOLE | COM | 43.72K | SH | $11.10M 0.99% | 0.00 | 0.00 | 43.72K |
ISHARES TRSOLE | EAFE VALUE ETF | 148.22K | SH | $11.02M 0.99% | 0.00 | 0.00 | 148.22K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 236.78K | SH | $10.80M 0.97% | 0.00 | 0.00 | 236.78K |
SPDR INDEX SHS FDSOTR | STATE STREET SPD | 224.60K | SH | $10.54M 0.94% | 0.00 | 0.00 | 224.60K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 112.37K | SH | $10.28M 0.92% | 0.00 | 0.00 | 112.37K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.18K | SH | $10.27M 0.92% | 0.00 | 0.00 | 17.18K |
ISHARES TRSOLE | NATIONAL MUN ETF | 95.11K | SH | $10.10M 0.90% | 0.00 | 0.00 | 95.11K |
BROADCOM INCSOLE | COM | 32.43K | SH | $10.04M 0.90% | 0.00 | 0.00 | 32.43K |