CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
44.0%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 209.16K | SH | $77.4K 25.22% | 0.00 | 0.00 | 209.16K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 212.75K | SH | $33.6K 10.95% | 0.00 | 0.00 | 212.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 34.98K | SH | $24.0K 7.83% | 0.00 | 0.00 | 34.98K |
SSGA ACTIVE ETF TRSOLE | ST STR BL LN ETF | 591.55K | SH | $23.8K 7.77% | 0.00 | 0.00 | 591.55K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 739.87K | SH | $23.5K 7.64% | 0.00 | 0.00 | 739.87K |
SPDR SERIES TRUSTSOLE | ST PORT HIGH ETF | 804.50K | SH | $18.9K 6.14% | 0.00 | 0.00 | 804.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.60K | SH | $10.9K 3.56% | 0.00 | 0.00 | 14.60K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 123.22K | SH | $10.3K 3.36% | 0.00 | 0.00 | 123.22K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 265.51K | SH | $7.7K 2.51% | 0.00 | 0.00 | 265.51K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 127.73K | SH | $6.4K 2.10% | 0.00 | 0.00 | 127.73K |
FIRST TR EXCHANGE-TRADED FDSOLE | SENIOR LN FD | 138.67K | SH | $6.2K 2.02% | 0.00 | 0.00 | 138.67K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 78.94K | SH | $5.6K 1.83% | 0.00 | 0.00 | 78.94K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 53.18K | SH | $4.6K 1.49% | 0.00 | 0.00 | 53.18K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.44K | SH | $4.0K 1.31% | 0.00 | 0.00 | 5.44K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.63K | SH | $3.5K 1.13% | 0.00 | 0.00 | 4.63K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 36.13K | SH | $3.2K 1.03% | 0.00 | 0.00 | 36.13K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 38.47K | SH | $3.0K 0.99% | 0.00 | 0.00 | 38.47K |
ALPHABET INCSOLE | CAP STK CL A | 7.84K | SH | $2.8K 0.91% | 0.00 | 0.00 | 7.84K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 44.20K | SH | $2.6K 0.86% | 0.00 | 0.00 | 44.20K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 11.47K | SH | $2.4K 0.79% | 0.00 | 0.00 | 11.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.2K 0.73% | 0.00 | 0.00 | 3.00 |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 7.33K | SH | $2.2K 0.73% | 0.00 | 0.00 | 7.33K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 26.30K | SH | $2.0K 0.64% | 0.00 | 0.00 | 26.30K |
ISHARES TRSOLE | SELECT DIVID ETF | 10.27K | SH | $1.6K 0.52% | 0.00 | 0.00 | 10.27K |
ISHARES TRSOLE | IBOXX HI YD ETF | 19.13K | SH | $1.5K 0.50% | 0.00 | 0.00 | 19.13K |