CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
51.5%
Top 10 weight
77.8%
Voting Authority Distribution
Total shares with voting rights: 711.22K
Full voting authority
711.22K
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 |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 154.80K | SH | $36.90M 18.89% | 154.80K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 33.80K | SH | $34.18M 17.50% | 33.80K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 101.77K | SH | $29.45M 15.08% | 101.77K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 70.89K | SH | $17.20M 8.81% | 70.89K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 22.80K | SH | $12.84M 6.58% | 22.80K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.70K | SH | $5.75M 2.94% | 7.70K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 43K | SH | $5.02M 2.57% | 43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.13K | SH | $4.57M 2.34% | 9.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.90K | SH | $3.15M 1.61% | 8.90K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 9.78K | SH | $2.94M 1.50% | 9.78K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 2.37K | SH | $2.73M 1.40% | 2.37K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.21K | SH | $2.65M 1.36% | 2.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.34K | SH | $2.35M 1.20% | 6.34K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 1.90K | SH | $2.02M 1.04% | 1.90K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 9.03K | SH | $1.92M 0.98% | 9.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.50M 0.77% | 2.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.90K | SH | $1.40M 0.72% | 1.90K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 8.85K | SH | $1.40M 0.72% | 8.85K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 3.90K | SH | $1.28M 0.65% | 3.90K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 7.35K | SH | $1.15M 0.59% | 7.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.80K | SH | $1.04M 0.53% | 2.80K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 10.69K | SH | $1.03M 0.53% | 10.69K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4K | SH | $969.7K 0.50% | 4K | 0.00 | 0.00 |
ALPS ETF TRSOLE | BARRONS 400 ETF | 10K | SH | $956.2K 0.49% | 10K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 1.50K | SH | $951.5K 0.49% | 1.50K | 0.00 | 0.00 |