CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
6.4%
Top 10 weight
18.0%
Voting Authority Distribution
Total shares with voting rights: 31.15M
Full voting authority
31.15M
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 | 418.90K | SH | $34.0K 2.30% | 418.90K | 0.00 | 0.00 |
State Street SPDR Portfolio S&SOLE | COM | 339.10K | SH | $30.4K 2.06% | 339.10K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 59.23K | SH | $30.4K 2.06% | 59.23K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 120.10K | SH | $29.9K 2.02% | 120.10K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 128.23K | SH | $29.3K 1.98% | 128.23K | 0.00 | 0.00 |
Apple IncSOLE | COM | 87.93K | SH | $29.3K 1.98% | 87.93K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 79.99K | SH | $27.5K 1.86% | 79.99K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 35.73K | SH | $25.9K 1.75% | 35.73K | 0.00 | 0.00 |
Franklin FTSE Japan ETFSOLE | COM | 361.65K | SH | $15.0K 1.01% | 361.65K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 45.16K | SH | $14.9K 1.01% | 45.16K | 0.00 | 0.00 |
Cisco Systems IncSOLE | COM | 138.72K | SH | $14.9K 1.01% | 138.72K | 0.00 | 0.00 |
Invesco Nasdaq 100 ETFSOLE | COM | 48.96K | SH | $14.9K 1.01% | 48.96K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | COM | 149.46K | SH | $14.5K 0.98% | 149.46K | 0.00 | 0.00 |
State Street Technology SelectSOLE | COM | 64.57K | SH | $12.6K 0.86% | 64.57K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 10.31K | SH | $11.9K 0.81% | 10.31K | 0.00 | 0.00 |
Silicon Motion Technology CorpSOLE | COM | 42.44K | SH | $11.9K 0.80% | 42.44K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 154.88K | SH | $10.8K 0.73% | 154.88K | 0.00 | 0.00 |
iShares Russell 2500 ETFSOLE | COM | 125.77K | SH | $10.8K 0.73% | 125.77K | 0.00 | 0.00 |
Chevron CorpSOLE | COM | 52.64K | SH | $10.8K 0.73% | 52.64K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 37.85K | SH | $8.7K 0.59% | 37.85K | 0.00 | 0.00 |
KLA CorpSOLE | COM | 44.22K | SH | $8.6K 0.58% | 44.22K | 0.00 | 0.00 |
Marvell Technology IncSOLE | COM | 32.51K | SH | $8.6K 0.58% | 32.51K | 0.00 | 0.00 |
Laureate Education IncSOLE | COM | 202.35K | SH | $7.7K 0.52% | 202.35K | 0.00 | 0.00 |
Avnet IncSOLE | COM | 77.12K | SH | $7.7K 0.52% | 77.12K | 0.00 | 0.00 |
Invesco KBW Bank ETFSOLE | COM | 86.78K | SH | $7.6K 0.51% | 86.78K | 0.00 | 0.00 |