ESSEX LLC

PrivateCIK: 1889147
Location

DEER PARK, IL

175
Positions
$566.46M
Total AUM (reported)
9.45M
Total Shares

Allocation by class

TOTAL AUM$566.46M175 positions
COM$127.49M22.5%
ACTIVE BOND ETF$36.04M6.4%
CORE BD ETF$35.91M6.3%
STATE STREET TEC$34.58M6.1%
INT-TERM CORP$28.42M5.0%
STATE STREET SPD$24.25M4.3%
US LRG CAP ETF$24.07M4.2%

Portfolio Concentration

Top 318.8%4–1027.2%11–2522.7%Rest31.3%TOP 1046.0%0%100%
Top 3$106.53M18.8%
4–10$154.05M27.2%
11–25$128.77M22.7%
Rest$177.11M31.3%

Top 3 weight

18.8%

Top 10 weight

46.0%

Voting Authority Distribution

Total shares with voting rights: 9.45M

Sole

Full voting authority

9.45M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole175
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings175
Rows:

J P MORGAN EXCHANGE TRADED F

SOLE
ACTIVE BOND ETF
Shares670.32K
TypeSH
Market value$36.04M
6.36%
Sole
670.32K
Shared
0.00
None
0.00

VANGUARD MALVERN FDS

SOLE
CORE BD ETF
Shares464.04K
TypeSH
Market value$35.91M
6.34%
Sole
464.04K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares260.22K
TypeSH
Market value$34.58M
6.11%
Sole
260.22K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares343.43K
TypeSH
Market value$28.42M
5.02%
Sole
343.43K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares938.70K
TypeSH
Market value$24.07M
4.25%
Sole
938.70K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares857.93K
TypeSH
Market value$21.43M
3.78%
Sole
857.93K
Shared
0.00
None
0.00

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares205.41K
TypeSH
Market value$21.31M
3.76%
Sole
205.41K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US MID-CAP ETF
Shares666.17K
TypeSH
Market value$20.62M
3.64%
Sole
666.17K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares802.93K
TypeSH
Market value$19.87M
3.51%
Sole
802.93K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares231.15K
TypeSH
Market value$18.32M
3.23%
Sole
231.15K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares15.49K
TypeSH
Market value$13.11M
2.31%
Sole
15.49K
Shared
0.00
None
0.00

FIRST TR EXCH TRADED FD III

SOLE
INSTL PFD SECS
Shares645.83K
TypeSH
Market value$12.27M
2.17%
Sole
645.83K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US SML CAP ETF
Shares391.40K
TypeSH
Market value$11.38M
2.01%
Sole
391.40K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares32.79K
TypeSH
Market value$9.65M
1.70%
Sole
32.79K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares54.84K
TypeSH
Market value$9.56M
1.69%
Sole
54.84K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. TECH ETF
Shares47.85K
TypeSH
Market value$8.68M
1.53%
Sole
47.85K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares172.52K
TypeSH
Market value$8.52M
1.50%
Sole
172.52K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares32.85K
TypeSH
Market value$8.34M
1.47%
Sole
32.85K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares46.30K
TypeSH
Market value$7.49M
1.32%
Sole
46.30K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares64.34K
TypeSH
Market value$7.13M
1.26%
Sole
64.34K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares24.76K
TypeSH
Market value$7.12M
1.26%
Sole
24.76K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET HEA
Shares48.33K
TypeSH
Market value$7.09M
1.25%
Sole
48.33K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares22.48K
TypeSH
Market value$6.45M
1.14%
Sole
22.48K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
FUNDAMENTAL EMER
Shares161.35K
TypeSH
Market value$6.17M
1.09%
Sole
161.35K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares23.80K
TypeSH
Market value$5.82M
1.03%
Sole
23.80K
Shared
0.00
None
0.00
Page 1 of 7