CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
9.2%
Top 10 weight
19.4%
Voting Authority Distribution
Total shares with voting rights: 4.65B
Full voting authority
4.65B
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 | 32.96M | SH | $21.53B 5.76% | 32.96M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.68M | SH | $6.38B 1.71% | 10.68M | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 108.96M | SH | $6.34B 1.70% | 108.96M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 133.08M | SH | $6.15B 1.65% | 133.08M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 86.78M | SH | $6.05B 1.62% | 86.78M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 27.73M | SH | $5.86B 1.57% | 27.73M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 49.32M | SH | $5.58B 1.49% | 49.32M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 86.07M | SH | $5.52B 1.48% | 86.07M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 50.86M | SH | $4.60B 1.23% | 50.86M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 59.66M | SH | $4.44B 1.19% | 59.66M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.59M | SH | $4.43B 1.19% | 22.59M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 44.58M | SH | $4.42B 1.18% | 44.58M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.65M | SH | $4.31B 1.15% | 11.65M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.04M | SH | $4.02B 1.08% | 23.04M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.70M | SH | $3.80B 1.02% | 8.70M | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 153.89M | SH | $3.53B 0.94% | 153.89M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 17.77M | SH | $3.41B 0.91% | 17.77M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.32M | SH | $3.38B 0.91% | 13.32M | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 59.23M | SH | $2.85B 0.76% | 59.23M | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 28.90M | SH | $2.74B 0.73% | 28.90M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.10M | SH | $2.73B 0.73% | 13.10M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 22.40M | SH | $2.49B 0.67% | 22.40M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 31.52M | SH | $2.47B 0.66% | 31.52M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 36.04M | SH | $2.43B 0.65% | 36.04M | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 22.94M | SH | $2.31B 0.62% | 22.94M | 0.00 | 0.00 |