CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
11.1%
Top 10 weight
20.9%
Voting Authority Distribution
Total shares with voting rights: 4.98B
Full voting authority
4.98B
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 | 41.39M | SH | $31.00B 7.32% | 41.39M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 180.01M | SH | $8.31B 1.96% | 180.01M | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 113.05M | SH | $7.69B 1.81% | 113.05M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.82M | SH | $7.43B 1.75% | 10.82M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 49.28M | SH | $6.78B 1.60% | 49.28M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 88.11M | SH | $6.28B 1.48% | 88.11M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 69.05M | SH | $5.72B 1.35% | 69.05M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 23.35M | SH | $5.30B 1.25% | 23.35M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 58.56M | SH | $5.04B 1.19% | 58.56M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 23.13M | SH | $5.04B 1.19% | 23.13M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.90M | SH | $4.78B 1.13% | 23.90M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 49.15M | SH | $4.75B 1.12% | 49.15M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.50M | SH | $4.29B 1.01% | 11.50M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 43.05M | SH | $4.26B 1.01% | 43.05M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 13.98M | SH | $4.04B 0.95% | 13.98M | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 167.20M | SH | $3.81B 0.90% | 167.20M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13M | SH | $3.10B 0.73% | 13M | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 57.57M | SH | $3.03B 0.72% | 57.57M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.89M | SH | $2.98B 0.70% | 7.89M | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 61.52M | SH | $2.98B 0.70% | 61.52M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 23.61M | SH | $2.94B 0.69% | 23.61M | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 30.91M | SH | $2.92B 0.69% | 30.91M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 37.20M | SH | $2.87B 0.68% | 37.20M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 7.90M | SH | $2.71B 0.64% | 7.90M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.48M | SH | $2.67B 0.63% | 7.48M | 0.00 | 0.00 |