CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
8.1%
Top 10 weight
19.2%
Voting Authority Distribution
Total shares with voting rights: 1.09B
Full voting authority
1.09B
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 11.77M | SH | $2.99B 3.17% | 11.77M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 10.48M | SH | $2.56B 2.72% | 10.48M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.18M | SH | $2.08B 2.21% | 3.18M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.06M | SH | $1.87B 1.99% | 5.06M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.80M | SH | $1.82B 1.93% | 2.80M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.65M | SH | $1.58B 1.68% | 2.65M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.01K | SH | $1.44B 1.53% | 2.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.71M | SH | $1.35B 1.43% | 7.71M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 7.19M | SH | $1.22B 1.29% | 7.19M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.75M | SH | $1.20B 1.27% | 5.75M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.43M | SH | $1.17B 1.24% | 2.43M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.76M | SH | $1.08B 1.15% | 3.76M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.38M | SH | $789.90M 0.84% | 1.38M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.66M | SH | $783.21M 0.83% | 2.66M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 11.69M | SH | $748.89M 0.79% | 11.69M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.24M | SH | $717.92M 0.76% | 2.24M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 6.63M | SH | $701.82M 0.74% | 6.63M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.25M | SH | $697.18M 0.74% | 2.25M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 1.59M | SH | $694.28M 0.74% | 1.59M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.52M | SH | $690.85M 0.73% | 3.52M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.19M | SH | $689.09M 0.73% | 1.19M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 3.22M | SH | $666.60M 0.71% | 3.22M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.14M | SH | $614.95M 0.65% | 2.14M | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 1.43M | SH | $613.99M 0.65% | 1.43M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 3.70M | SH | $574.00M 0.61% | 3.70M | 0.00 | 0.00 |