CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
6.2%
Top 10 weight
16.2%
Voting Authority Distribution
Total shares with voting rights: 31.16M
Full voting authority
31.16M
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 Core MSCI Emerging MarSOLE | COM | 437.35K | SH | $36.2K 2.47% | 437.35K | 0.00 | 0.00 |
State Street SPDR Portfolio S&SOLE | COM | 311.95K | SH | $27.4K 1.87% | 311.95K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 112.06K | SH | $26.7K 1.82% | 112.06K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 73.75K | SH | $26.4K 1.80% | 73.75K | 0.00 | 0.00 |
Apple IncSOLE | COM | 87.58K | SH | $25.3K 1.73% | 87.58K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 122.24K | SH | $24.5K 1.67% | 122.24K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 55.51K | SH | $20.7K 1.41% | 55.51K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 34.82K | SH | $19.6K 1.34% | 34.82K | 0.00 | 0.00 |
Cisco Systems IncSOLE | COM | 138.28K | SH | $16.2K 1.11% | 138.28K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 45K | SH | $14.7K 1.00% | 45K | 0.00 | 0.00 |
Silicon Motion Technology CorpSOLE | COM | 42.99K | SH | $14.3K 0.98% | 42.99K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | COM | 146.08K | SH | $14.1K 0.96% | 146.08K | 0.00 | 0.00 |
iShares Russell 2500 ETFSOLE | COM | 150.91K | SH | $13.8K 0.94% | 150.91K | 0.00 | 0.00 |
KLA CorpSOLE | COM | 44.03K | SH | $13.3K 0.91% | 44.03K | 0.00 | 0.00 |
Franklin FTSE Japan ETFSOLE | COM | 321.74K | SH | $12.8K 0.87% | 321.74K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 10.27K | SH | $12.3K 0.84% | 10.27K | 0.00 | 0.00 |
Invesco Nasdaq 100 ETFSOLE | COM | 37.65K | SH | $11.4K 0.78% | 37.65K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 154.22K | SH | $11.0K 0.75% | 154.22K | 0.00 | 0.00 |
iShares Broad USD Investment GSOLE | COM | 193.66K | SH | $9.9K 0.68% | 193.66K | 0.00 | 0.00 |
Lam Research CorpSOLE | COM | 21.41K | SH | $9.3K 0.63% | 21.41K | 0.00 | 0.00 |
State Street Technology SelectSOLE | COM | 46.66K | SH | $8.9K 0.61% | 46.66K | 0.00 | 0.00 |
Marvell Technology IncSOLE | COM | 29.52K | SH | $8.8K 0.60% | 29.52K | 0.00 | 0.00 |
Chevron CorpSOLE | COM | 49.62K | SH | $8.2K 0.56% | 49.62K | 0.00 | 0.00 |
State Street Consumer StaplesSOLE | COM | 96.06K | SH | $8.0K 0.54% | 96.06K | 0.00 | 0.00 |
Modine Manufacturing CoSOLE | COM | 29.24K | SH | $7.8K 0.53% | 29.24K | 0.00 | 0.00 |