CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
8.0%
Top 10 weight
19.1%
Voting Authority Distribution
Total shares with voting rights: 1.12B
Full voting authority
1.12B
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 | 11.47M | SH | $3.32B 3.22% | 11.47M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 9.89M | SH | $2.51B 2.43% | 9.89M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.27M | SH | $2.45B 2.37% | 3.27M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.71M | SH | $2.02B 1.96% | 2.71M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.76M | SH | $1.89B 1.84% | 2.76M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.01M | SH | $1.87B 1.81% | 5.01M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.41M | SH | $1.48B 1.44% | 7.41M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.95K | SH | $1.46B 1.41% | 1.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.01M | SH | $1.43B 1.39% | 6.01M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.64M | SH | $1.30B 1.26% | 3.64M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.46M | SH | $1.23B 1.19% | 2.46M | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 6.34M | SH | $964.77M 0.93% | 6.34M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.23M | SH | $906.27M 0.88% | 1.23M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 2.63M | SH | $859.70M 0.83% | 2.63M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 2.23M | SH | $842.83M 0.82% | 2.23M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.25M | SH | $832.80M 0.81% | 2.25M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.63M | SH | $829.29M 0.80% | 9.63M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 11.63M | SH | $828.78M 0.80% | 11.63M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.66M | SH | $798.18M 0.77% | 3.66M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.10M | SH | $743.71M 0.72% | 2.10M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.29M | SH | $729.16M 0.71% | 1.29M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 4.98M | SH | $617.90M 0.60% | 4.98M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 564.93K | SH | $601.59M 0.58% | 564.93K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 21.61M | SH | $598.71M 0.58% | 21.61M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 6.14M | SH | $593.42M 0.58% | 6.14M | 0.00 | 0.00 |