CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
13.8%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 3.70M
Full voting authority
3.70M
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 |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 130.02K | SH | $33.00M 5.34% | 130.02K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 71.45K | SH | $26.45M 4.28% | 71.45K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 124.96K | SH | $26.02M 4.21% | 124.96K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 145.49K | SH | $25.37M 4.10% | 145.49K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 76.21K | SH | $21.92M 3.54% | 76.21K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 63.07K | SH | $18.55M 3.00% | 63.07K | 0.00 | 0.00 |
VANGUARD MID-CAP ETFSOLE | ETF | 64.39K | SH | $18.49M 2.99% | 64.39K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 25.04K | SH | $16.29M 2.63% | 25.04K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 129.83K | SH | $16.14M 2.61% | 129.83K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 56.11K | SH | $16.10M 2.60% | 56.11K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 59.58K | SH | $15.60M 2.52% | 59.57K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 21.34K | SH | $12.21M 1.97% | 21.34K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 13.11K | SH | $12.05M 1.95% | 13.11K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 35.68K | SH | $11.45M 1.85% | 35.68K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | Stock | 49.53K | SH | $10.77M 1.74% | 49.53K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 22.25K | SH | $10.66M 1.72% | 22.25K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 17.33K | SH | $10.35M 1.67% | 17.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 20.58K | SH | $10.28M 1.66% | 20.58K | 0.00 | 0.00 |
BLACKSTONE INC COMSOLE | Stock | 83.27K | SH | $9.57M 1.55% | 83.27K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 142.14K | SH | $9.11M 1.47% | 142.14K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 46.08K | SH | $8.89M 1.44% | 46.08K | 0.00 | 0.00 |
ABBOTT LABORATORIES COMSOLE | Stock | 82.39K | SH | $8.46M 1.37% | 82.39K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | Stock | 88.14K | SH | $8.19M 1.32% | 88.14K | 0.00 | 0.00 |
TJX COS INC NEW COMSOLE | Stock | 47.75K | SH | $7.63M 1.23% | 47.75K | 0.00 | 0.00 |
HONEYWELL INTL INC COMSOLE | Stock | 33.32K | SH | $7.53M 1.22% | 33.31K | 0.00 | 0.00 |