DECATUR, IL
Allocation by class
Portfolio Concentration
Top 3 weight
28.4%
Top 10 weight
42.2%
Voting Authority Distribution
Total shares with voting rights: 1.45M
Full voting authority
1.16M
shares
Joint voting authority
0.00
shares
No voting authority
295.60K
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 | $21.80M 13.22% | 132.70K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 22.10K | SH | $16.50M 10.01% | 21.92K | 0.00 | 180.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 89.17K | SH | $8.61M 5.22% | 89.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 77.37K | SH | $4.56M 2.77% | 76.97K | 0.00 | 400.00 |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 21.54K | SH | $3.40M 2.06% | 20.70K | 0.00 | 840.00 |
NVIDIA CORPORATIONDFND | COM | 15.70K | SH | $3.14M 1.90% | 15.02K | 0.00 | 675.00 |
APPLE INCDFND | COM | 10.72K | SH | $3.10M 1.88% | 10.69K | 0.00 | 25.00 |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EUROPE ETF | 34.25K | SH | $3.03M 1.84% | 33.55K | 0.00 | 700.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 29.72K | SH | $2.94M 1.78% | 29.72K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 6.89K | SH | $2.46M 1.49% | 6.84K | 0.00 | 50.00 |
MICROSOFT CORPDFND | COM | 6.12K | SH | $2.28M 1.38% | 6.10K | 0.00 | 20.00 |
META PLATFORMS INCDFND | CL A | 3.72K | SH | $2.10M 1.27% | 3.70K | 0.00 | 20.00 |
JPMORGAN CHASE & CODFND | COM | 6.34K | SH | $2.08M 1.26% | 6.34K | 0.00 | 0.00 |
ISHARES TRDFND | MSCI EAFE ETF | 19.23K | SH | $2.00M 1.21% | 18.23K | 0.00 | 1K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 3.94K | SH | $1.97M 1.19% | 3.81K | 0.00 | 130.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 6.16K | SH | $1.85M 1.12% | 6.04K | 0.00 | 115.00 |
ARCHER DANIELS MIDLAND CODFND | COM | 24.17K | SH | $1.85M 1.12% | 9.92K | 0.00 | 14.24K |
ISHARES TRDFND | CORE S&P500 ETF | 2.38K | SH | $1.78M 1.08% | 2.20K | 0.00 | 176.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 22.52K | SH | $1.75M 1.06% | 22.52K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 11.79K | SH | $1.61M 0.98% | 11.59K | 0.00 | 200.00 |
CATERPILLAR INCDFND | COM | 1.51K | SH | $1.61M 0.98% | 1.49K | 0.00 | 25.00 |
AMAZON COM INCDFND | COM | 6.72K | SH | $1.60M 0.97% | 6.30K | 0.00 | 425.00 |
CISCO SYS INCDFND | COM | 13.50K | SH | $1.59M 0.96% | 13.50K | 0.00 | 0.00 |
CITIGROUP INCDFND | COM NEW | 11.14K | SH | $1.56M 0.95% | 478.00 | 0.00 | 10.66K |
CHEVRON CORPORATIONDFND | COM | 8.86K | SH | $1.47M 0.89% | 8.78K | 0.00 | 75.00 |