DOWNERS GROVE, IL
Allocation by class
Portfolio Concentration
Top 3 weight
40.8%
Top 10 weight
74.6%
Voting Authority Distribution
Total shares with voting rights: 21.40M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
21.40M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 969.37K | SH | $310.98M 16.74% | 0.00 | 0.00 | 969.37K |
ISHARES TRSOLE | RUS 1000 ETF | 646.32K | SH | $230.45M 12.41% | 0.00 | 0.00 | 646.32K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 5.55M | SH | $215.55M 11.61% | 0.00 | 0.00 | 5.55M |
FLEXSHARES TRSOLE | STOXX GLOBR INF | 2.30M | SH | $147.35M 7.93% | 0.00 | 0.00 | 2.30M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.77M | SH | $130.49M 7.03% | 0.00 | 0.00 | 1.77M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.15M | SH | $88.66M 4.77% | 0.00 | 0.00 | 1.15M |
ISHARES TRSOLE | CORE MSCI TOTAL | 906.32K | SH | $78.52M 4.23% | 0.00 | 0.00 | 906.32K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 2.07M | SH | $70.17M 3.78% | 0.00 | 0.00 | 2.07M |
MCDONALDS CORPSOLE | COM | 194.41K | SH | $60.42M 3.25% | 0.00 | 0.00 | 194.41K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.09M | SH | $52.49M 2.83% | 0.00 | 0.00 | 1.09M |
ISHARES TRSOLE | RUS 1000 GRW ETF | 114.56K | SH | $48.85M 2.63% | 0.00 | 0.00 | 114.56K |
FLEXSHARES TRSOLE | M STAR DEV MKT | 458.20K | SH | $43.07M 2.32% | 0.00 | 0.00 | 458.20K |
FLEXSHARES TRSOLE | MORNSTAR USMKT | 163.53K | SH | $39.47M 2.13% | 0.00 | 0.00 | 163.53K |
APPLE INCSOLE | COM | 142.02K | SH | $36.04M 1.94% | 0.00 | 0.00 | 142.02K |
ISHARES TRSOLE | CORE S&P TTL STK | 218.19K | SH | $31.08M 1.67% | 0.00 | 0.00 | 218.19K |
ISHARES TRSOLE | GLOBAL REIT ETF | 850.33K | SH | $21.39M 1.15% | 0.00 | 0.00 | 850.33K |
JPMORGAN CHASE & COSOLE | COM | 66.01K | SH | $19.42M 1.05% | 0.00 | 0.00 | 66.01K |
NVIDIA CORPORATIONSOLE | COM | 101.97K | SH | $17.78M 0.96% | 0.00 | 0.00 | 101.97K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 316.50K | SH | $13.93M 0.75% | 0.00 | 0.00 | 316.50K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 15.18K | SH | $9.36M 0.50% | 0.00 | 0.00 | 15.18K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 35.07K | SH | $8.70M 0.47% | 0.00 | 0.00 | 35.07K |
ISHARES TRSOLE | CORE US AGGBD ET | 85.79K | SH | $8.52M 0.46% | 0.00 | 0.00 | 85.79K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 39.28K | SH | $8.45M 0.45% | 0.00 | 0.00 | 39.28K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 165.93K | SH | $8.28M 0.45% | 0.00 | 0.00 | 165.93K |
AMAZON COM INCSOLE | COM | 38.91K | SH | $8.10M 0.44% | 0.00 | 0.00 | 38.91K |