CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
77.8%
Top 10 weight
99.4%
Voting Authority Distribution
Total shares with voting rights: 82.88M
Full voting authority
82.88M
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 |
|---|---|---|---|---|---|---|---|
ARDENT HEALTH INCDFND | COM | 77.25M | SH | $661.23M 55.96% | 77.25M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 541.48K | SH | $173.71M 14.70% | 541.48K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 1.87M | SH | $84.43M 7.15% | 1.87M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.06M | SH | $68.05M 5.76% | 1.06M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 74.60K | SH | $44.58M 3.77% | 74.60K | 0.00 | 0.00 |
EQUITY RESIDENTIALDFND | SH BEN INT | 705.41K | SH | $41.73M 3.53% | 705.41K | 0.00 | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 594.54K | SH | $41.47M 3.51% | 594.54K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESDFND | COM | 524.37K | SH | $32.73M 2.77% | 524.37K | 0.00 | 0.00 |
VANGUARD WORLD FDDFND | HEALTH CAR ETF | 64.08K | SH | $17.45M 1.48% | 64.08K | 0.00 | 0.00 |
VANGUARD WORLD FDDFND | FINANCIALS ETF | 78.06K | SH | $9.43M 0.80% | 78.06K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 126.43K | SH | $6.83M 0.58% | 126.43K | 0.00 | 0.00 |