CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
14.2%
Top 10 weight
37.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDS TOTAL BND MRKTSOLE | ETF | 206.68K | SH | $15.2K 4.86% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE MSCI INTLSOLE | ETF | 178.53K | SH | $14.9K 4.76% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US TIPS ETFSOLE | ETF | 542.12K | SH | $14.4K 4.61% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | ETP | 194.53K | SH | $13.6K 4.33% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 VAL ETFSOLE | ETF | 61.54K | SH | $13.2K 4.20% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | ETF | 29.75K | SH | $12.7K 4.05% | 0.00 | 0.00 | 0.00 |
ISHARES TR MBS ETFSOLE | ETF | 117.93K | SH | $11.2K 3.57% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE US AGGBD ETSOLE | ETF | 83.04K | SH | $8.2K 2.63% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S P500 ETFSOLE | ETF | 11.94K | SH | $7.8K 2.49% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUST STATE STREET SPDSOLE | ETF | 75.30K | SH | $7.4K 2.35% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S P SCP ETFSOLE | ETF | 48.99K | SH | $6.1K 1.94% | 0.00 | 0.00 | 0.00 |
SPDR INDEX SHS FDS STATE STREET SPDSOLE | ETF | 129.27K | SH | $5.9K 1.88% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUST STATE STREET SPDSOLE | ETF | 171.06K | SH | $5.7K 1.83% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FD MEGA CAP INDEXSOLE | ETF | 23.51K | SH | $5.6K 1.77% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDS GROWTH ETFSOLE | ETF | 11.56K | SH | $5.0K 1.61% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS MID CAP ETFSOLE | ETF | 50.58K | SH | $4.9K 1.57% | 0.00 | 0.00 | 0.00 |
ISHARES GOLD TR ISHARES NEWSOLE | ETF | 54.49K | SH | $4.8K 1.53% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE MSCI EAFESOLE | ETF | 52.78K | SH | $4.8K 1.53% | 0.00 | 0.00 | 0.00 |
ISHARES TR ISHS 5 10YR INVTSOLE | ETF | 83.70K | SH | $4.5K 1.42% | 0.00 | 0.00 | 0.00 |
ISHARES U S ETF TR BLOOMBERG ROLLSOLE | ETF | 73.86K | SH | $4.4K 1.40% | 0.00 | 0.00 | 0.00 |
JANUS DETROIT STR TR HENDERSON MTGSOLE | ETF | 96.49K | SH | $4.4K 1.39% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Common Stock | 24.10K | SH | $4.2K 1.34% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED F US QUALTY FCTRSOLE | ETF | 63.24K | SH | $3.9K 1.24% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUST STATE STREET SPDSOLE | ETP | 24.53K | SH | $3.6K 1.14% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETFSOLE | ETF | 24.07K | SH | $3.5K 1.12% | 0.00 | 0.00 | 0.00 |