CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
26.1%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 44.52M
Full voting authority
0.00
shares
Joint voting authority
44.52M
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRUST ISHARES 1-5 YEARSOLE | EQU | 7.70M | SH | $383.40M 11.66% | 0.00 | 7.70M | 0.00 |
ISHARES EDGE MSCI MIN VOL USASOLE | EQU | 4.28M | SH | $308.59M 9.38% | 0.00 | 4.28M | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | EQU | 437.60K | SH | $167.35M 5.09% | 0.00 | 437.60K | 0.00 |
ISHARES TRUST ISHARES 5-10 YEASOLE | EQU | 2.38M | SH | $117.82M 3.58% | 0.00 | 2.38M | 0.00 |
ISHARES IBOXX USD HIGH YIELD CORPOSOLE | EQU | 1.59M | SH | $117.25M 3.57% | 0.00 | 1.59M | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | EQU | 273.80K | SH | $105.20M 3.20% | 0.00 | 273.80K | 0.00 |
SPDR PORTFOLIO SHORT TERM CORPORATSOLE | EQU | 3.07M | SH | $90.12M 2.74% | 0.00 | 3.07M | 0.00 |
APPLE INC.SOLE | EQU | 665.84K | SH | $86.51M 2.63% | 0.00 | 665.84K | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCKSOLE | EQU | 887.61K | SH | $75.27M 2.29% | 0.00 | 887.61K | 0.00 |
MICROSOFT CORPSOLE | EQU | 292.75K | SH | $70.21M 2.13% | 0.00 | 292.75K | 0.00 |
ISHARES MSCI EAFE INDEX FUNDSOLE | EQU | 981.20K | SH | $64.41M 1.96% | 0.00 | 981.20K | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | EQU | 603.76K | SH | $63.71M 1.94% | 0.00 | 603.76K | 0.00 |
ISHARES BROAD USD HIGH YIELD CORPOSOLE | EQU | 1.73M | SH | $59.67M 1.81% | 0.00 | 1.73M | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | EQU | 536.83K | SH | $33.09M 1.01% | 0.00 | 536.83K | 0.00 |
PROLOGIS INCSOLE | EQU | 288.48K | SH | $32.52M 0.99% | 0.00 | 288.48K | 0.00 |
AMAZON COM INCSOLE | EQU | 379.90K | SH | $31.91M 0.97% | 0.00 | 379.90K | 0.00 |
EXXON MOBIL CORPSOLE | EQU | 222.05K | SH | $24.49M 0.74% | 0.00 | 222.05K | 0.00 |
UNITEDHEALTH GROUP INCSOLE | EQU | 44.71K | SH | $23.71M 0.72% | 0.00 | 44.71K | 0.00 |
ALPHABET INC CLASS ASOLE | EQU | 256.54K | SH | $22.63M 0.69% | 0.00 | 256.54K | 0.00 |
BERKSHIRE HATHAWAY INC - CL BSOLE | EQU | 69K | SH | $21.31M 0.65% | 0.00 | 69K | 0.00 |
JOHNSON & JOHNSONSOLE | EQU | 112.27K | SH | $19.83M 0.60% | 0.00 | 112.27K | 0.00 |
SPDR BLOOMBERG BARCLAYS HIGH YIELDSOLE | EQU | 212.91K | SH | $19.16M 0.58% | 0.00 | 212.91K | 0.00 |
SIMON PPTY GROUP INCSOLE | EQU | 157.33K | SH | $18.48M 0.56% | 0.00 | 157.33K | 0.00 |
ISHARES CORE MSCI EMERGING MARKETSSOLE | EQU | 378.54K | SH | $17.68M 0.54% | 0.00 | 378.54K | 0.00 |
PUBLIC STORAGESOLE | EQU | 60.60K | SH | $16.98M 0.52% | 0.00 | 60.60K | 0.00 |