CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 258.14M
Full voting authority
258.14M
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 | RUS TP200 GR ETF | 4.74M | SH | $1.18B 6.53% | 4.74M | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE US | 24.92M | SH | $998.65M 5.53% | 24.92M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 1.21M | SH | $789.81M 4.37% | 1.21M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS TP200 VL ETF | 6.30M | SH | $583.41M 3.23% | 6.30M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 12.54M | SH | $579.10M 3.21% | 12.54M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 2.15M | SH | $453.68M 2.51% | 2.15M | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE CR | 15.32M | SH | $451.05M 2.50% | 15.32M | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | ACTIVEPASSIVE EQ | 12.15M | SH | $428.22M 2.37% | 12.15M | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 3.65M | SH | $413.28M 2.29% | 3.65M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 5.90M | SH | $411.60M 2.28% | 5.90M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 2.78M | SH | $405.49M 2.24% | 2.78M | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 6.57M | SH | $382.24M 2.12% | 6.57M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 4.24M | SH | $315.49M 1.75% | 4.24M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 3.06M | SH | $303.54M 1.68% | 3.06M | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 3.01M | SH | $303.01M 1.68% | 3.01M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 2.88M | SH | $261.04M 1.44% | 2.88M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 369.71K | SH | $240.44M 1.33% | 369.71K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 1.65M | SH | $211.09M 1.17% | 1.65M | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 1.84M | SH | $204.92M 1.13% | 1.84M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 1.01M | SH | $194.68M 1.08% | 1.01M | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 4.04M | SH | $194.20M 1.07% | 4.04M | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 5.59M | SH | $184.03M 1.02% | 5.59M | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 1.93M | SH | $183.32M 1.01% | 1.93M | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 7.97M | SH | $182.50M 1.01% | 7.97M | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 4.71M | SH | $170.45M 0.94% | 4.71M | 0.00 | 0.00 |