BLOOMINGTON, IL
Allocation by class
Portfolio Concentration
Top 3 weight
30.5%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 5.41M
Full voting authority
5.31M
shares
Joint voting authority
86.44K
shares
No voting authority
8.31K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Core Bond ETFSOLE | Com | 823.65K | SH | $63.73M 14.41% | 822.82K | 0.00 | 830.00 |
Fidelity Investment Grade Bond ETFSOLE | Com | 1.11M | SH | $47.97M 10.84% | 1.11M | 0.00 | 1.12K |
iShares Global Infrastructure ETFSOLE | Com | 348.96K | SH | $23.38M 5.29% | 348.74K | 0.00 | 223.00 |
Apple Inc.SOLE | Com | 67.98K | SH | $17.25M 3.90% | 67.48K | 0.00 | 509.00 |
NVIDIA CorporationSOLE | Com | 71.69K | SH | $12.50M 2.83% | 70.98K | 0.00 | 715.00 |
Microsoft CorporationSOLE | Com | 29.48K | SH | $10.91M 2.47% | 29.23K | 0.00 | 247.00 |
Alphabet Inc. Class ASOLE | Com | 36.09K | SH | $10.38M 2.35% | 35.67K | 0.00 | 414.00 |
iPath Bloomberg Commodity Index Total ReturnSOLE | Com | 196.35K | SH | $9.45M 2.14% | 196.23K | 0.00 | 126.00 |
Amazon.com, Inc.SOLE | Com | 41.36K | SH | $8.61M 1.95% | 41.13K | 0.00 | 238.00 |
Caterpillar IncSOLE | Com | 8.45K | SH | $5.99M 1.35% | 8.45K | 0.00 | 0.00 |
VANGUARD INDEX FDS TOTAL STK MKT ETFSOLE | Exchange Traded Fund | 18.07K | SH | $5.80M 1.31% | 18.07K | 0.00 | 0.00 |
FIRST TRUST LOW DURATION OPPOS ETFSOLE | Fixed Income ETF | 113.62K | SH | $5.66M 1.28% | 113.62K | 0.00 | 0.00 |
iShares iBonds Dec 2028 Term Corporate ETFSOLE | Com | 213.47K | SH | $5.41M 1.22% | 213.47K | 0.00 | 0.00 |
iShares iBonds Dec 2027 Term Corporate ETFSOLE | Com | 207.91K | SH | $5.04M 1.14% | 207.91K | 0.00 | 0.00 |
iShares iBonds Dec 2026 Term Corporate ETFSOLE | Com | 200.10K | SH | $4.85M 1.10% | 200.10K | 0.00 | 0.00 |
Broadcom Inc.SOLE | Com | 14.84K | SH | $4.59M 1.04% | 14.71K | 0.00 | 138.00 |
Eli Lilly and CoSOLE | Com | 4.92K | SH | $4.52M 1.02% | 4.89K | 0.00 | 30.00 |
Vanguard Global U.S. Real Estate Index ETFSOLE | Com | 97.35K | SH | $4.33M 0.98% | 97.28K | 0.00 | 64.00 |
JPMorgan Chase Co.SOLE | Com | 13.13K | SH | $3.86M 0.87% | 12.93K | 0.00 | 203.00 |
HBT FINANCIAL INCSOLE | Common Stock | 143.73K | SH | $3.84M 0.87% | 57.29K | 86.44K | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 10.20K | SH | $3.78M 0.85% | 10.20K | 0.00 | 0.00 |
Meta Platforms, Inc.SOLE | Com | 6.47K | SH | $3.70M 0.84% | 6.40K | 0.00 | 71.00 |
iShares Short Treasury Bond ETFSOLE | Com | 32.98K | SH | $3.64M 0.82% | 32.98K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 15.95K | SH | $3.47M 0.78% | 15.95K | 0.00 | 0.00 |
iShares iBonds Dec 2029 Term Corporate ETFSOLE | Com | 148.49K | SH | $3.45M 0.78% | 148.49K | 0.00 | 0.00 |