DECATUR, IL
Allocation by class
Portfolio Concentration
Top 3 weight
28.5%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Full voting authority
1.17M
shares
Joint voting authority
0.00
shares
No voting authority
319.61K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 132.70K | SH | $22.07M 13.27% | 132.70K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 21.80K | SH | $16.63M 10.00% | 21.61K | 0.00 | 197.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 89.17K | SH | $8.64M 5.19% | 89.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 102.86K | SH | $5.83M 3.50% | 102.46K | 0.00 | 400.00 |
APPLE INCDFND | COM | 10.83K | SH | $3.61M 2.17% | 10.57K | 0.00 | 255.00 |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 22.31K | SH | $3.46M 2.08% | 21.52K | 0.00 | 790.00 |
NVIDIA CORPORATIONDFND | COM | 14.98K | SH | $3.42M 2.06% | 14.93K | 0.00 | 50.00 |
MICROSOFT CORPSOLE | COM | 6.04K | SH | $3.10M 1.86% | 6.02K | 0.00 | 20.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EUROPE ETF | 33.05K | SH | $2.87M 1.73% | 32.33K | 0.00 | 726.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 29.18K | SH | $2.76M 1.66% | 29.18K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.65K | SH | $2.65M 1.59% | 3.63K | 0.00 | 20.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.58K | SH | $2.26M 1.36% | 6.55K | 0.00 | 30.00 |
ISHARES TRDFND | MSCI EAFE ETF | 20.09K | SH | $2.09M 1.26% | 19.14K | 0.00 | 957.00 |
JPMORGAN CHASE & COSOLE | COM | 6.29K | SH | $2.08M 1.25% | 6.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 3.92K | SH | $1.95M 1.17% | 3.79K | 0.00 | 130.00 |
ARCHER DANIELS MIDLAND CODFND | COM | 24.17K | SH | $1.92M 1.15% | 9.92K | 0.00 | 14.24K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 24.41K | SH | $1.87M 1.12% | 24.41K | 0.00 | 0.00 |
ISHARES TRDFND | CORE S&P500 ETF | 2.37K | SH | $1.82M 1.09% | 2.20K | 0.00 | 176.00 |
CHEVRON CORPORATIONSOLE | COM | 8.79K | SH | $1.80M 1.08% | 8.72K | 0.00 | 75.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 6.19K | SH | $1.72M 1.03% | 6.07K | 0.00 | 115.00 |
AMAZON COM INCDFND | COM | 6.56K | SH | $1.63M 0.98% | 6.09K | 0.00 | 465.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 19.05K | SH | $1.49M 0.90% | 19.05K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 9.87K | SH | $1.43M 0.86% | 9.79K | 0.00 | 75.00 |
CITIGROUP INCDFND | COM NEW | 10.99K | SH | $1.42M 0.86% | 478.00 | 0.00 | 10.51K |
CISCO SYS INCSOLE | COM | 13.18K | SH | $1.42M 0.85% | 13.18K | 0.00 | 0.00 |