SAVOY, IL
Allocation by class
Portfolio Concentration
Top 3 weight
53.9%
Top 10 weight
83.2%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Full voting authority
2.48M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 81.89K | SH | $53.49M 20.66% | 81.89K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 725.95K | SH | $53.46M 20.64% | 725.95K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 436.04K | SH | $32.75M 12.65% | 436.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 123.58K | SH | $32.37M 12.50% | 123.58K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 156.81K | SH | $13.91M 5.37% | 156.81K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 138.76K | SH | $6.60M 2.55% | 138.76K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 82.72K | SH | $6.49M 2.50% | 82.72K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG MSCI LEADR | 49.27K | SH | $5.60M 2.16% | 49.27K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 86.84K | SH | $5.56M 2.15% | 86.84K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.31K | SH | $5.23M 2.02% | 16.31K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 99.52K | SH | $4.68M 1.81% | 99.52K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 94.19K | SH | $4.56M 1.76% | 94.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 43.63K | SH | $4.33M 1.67% | 43.63K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 58.67K | SH | $4.21M 1.63% | 58.67K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 45.57K | SH | $3.49M 1.35% | 45.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.63K | SH | $3.36M 1.30% | 5.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 23.59K | SH | $2.93M 1.13% | 23.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 8.28K | SH | $2.47M 0.96% | 8.28K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 31.67K | SH | $2.44M 0.94% | 31.67K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 77.81K | SH | $2.26M 0.87% | 77.81K | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 30.11K | SH | $1.50M 0.58% | 30.11K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG OPTIMIZED | 10.86K | SH | $1.43M 0.55% | 10.86K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 3.88K | SH | $1.11M 0.43% | 3.88K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 5.77K | SH | $821.7K 0.32% | 5.77K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.76K | SH | $701.3K 0.27% | 2.76K | 0.00 | 0.00 |