WHEATON, IL
Allocation by class
Portfolio Concentration
Top 3 weight
99.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.56M
Full voting authority
1.56M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.54M | SH | $921.59M 99.63% | 1.54M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.07K | SH | $708.9K 0.08% | 4.07K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.49K | SH | $631.7K 0.07% | 2.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.26K | SH | $468.3K 0.05% | 1.26K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.71K | SH | $355.7K 0.04% | 1.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 999.00 | SH | $287.3K 0.03% | 999.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 888.00 | SH | $254.7K 0.03% | 888.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 804.00 | SH | $248.8K 0.03% | 804.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 418.00 | SH | $239.2K 0.03% | 418.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 617.00 | SH | $229.4K 0.02% | 617.00 | 0.00 | 0.00 |