CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
74.4%
Top 10 weight
99.3%
Voting Authority Distribution
Total shares with voting rights: 83.34M
Full voting authority
83.34M
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 | $760.11M 52.26% | 77.25M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 544.71K | SH | $201.57M 13.86% | 544.71K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 1.87M | SH | $120.62M 8.29% | 1.87M | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 149.96K | SH | $102.99M 7.08% | 149.96K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.33M | SH | $94.41M 6.49% | 1.33M | 0.00 | 0.00 |
ISHARES INCDFND | CORE MSCI EMKT | 597.32K | SH | $49.48M 3.40% | 597.32K | 0.00 | 0.00 |
EQUITY RESIDENTIALDFND | SH BEN INT | 681.02K | SH | $46.26M 3.18% | 681.02K | 0.00 | 0.00 |
EQUITY LIFESTYLE PROPERTIESDFND | COM | 528.37K | SH | $34.05M 2.34% | 528.37K | 0.00 | 0.00 |
VANGUARD WORLD FDDFND | HEALTH CAR ETF | 64.43K | SH | $19.27M 1.32% | 64.43K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 254.82K | SH | $15.21M 1.05% | 254.82K | 0.00 | 0.00 |
VANGUARD WORLD FDDFND | FINANCIALS ETF | 78.50K | SH | $10.33M 0.71% | 78.50K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 320.00 | SH | $239.6K 0.02% | 320.00 | 0.00 | 0.00 |