DOWNERS GROVE, IL
Allocation by class
Portfolio Concentration
Top 3 weight
45.0%
Top 10 weight
78.1%
Voting Authority Distribution
Total shares with voting rights: 53.36M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
53.36M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard S&P 500 ETFSOLE | COM | 1.39M | SH | $833.44M 22.94% | 0.00 | 0.00 | 1.39M |
Vanguard MSCI EAFE ETFSOLE | COM | 6.28M | SH | $402.16M 11.07% | 0.00 | 0.00 | 6.28M |
Vanguard Mid Cap VipersSOLE | COM | 1.40M | SH | $401.08M 11.04% | 0.00 | 0.00 | 1.40M |
Dimensional US Small Cap ValueSOLE | COM | 6.19M | SH | $216.95M 5.97% | 0.00 | 0.00 | 6.19M |
Schwab US Large Cap ETFSOLE | COM | 8.33M | SH | $213.67M 5.88% | 0.00 | 0.00 | 8.33M |
SPDR S&P 500 ETF TrustSOLE | COM | 263.67K | SH | $171.47M 4.72% | 0.00 | 0.00 | 263.67K |
DFA International Core EquitySOLE | COM | 4.79M | SH | $170.06M 4.68% | 0.00 | 0.00 | 4.79M |
Dimensional Global Real EstateSOLE | COM | 6.34M | SH | $168.63M 4.64% | 0.00 | 0.00 | 6.34M |
Vanguard MSCI Emerging MarketsSOLE | COM | 2.93M | SH | $158.38M 4.36% | 0.00 | 0.00 | 2.93M |
Schwab International Equity ETSOLE | COM | 4.12M | SH | $101.87M 2.80% | 0.00 | 0.00 | 4.12M |
Schwab US Mid Cap ETFSOLE | COM | 3.08M | SH | $95.35M 2.62% | 0.00 | 0.00 | 3.08M |
iShares Russell MidcapSOLE | COM | 916.37K | SH | $89.10M 2.45% | 0.00 | 0.00 | 916.37K |
Vanguard Small Cap ValueSOLE | COM | 392.21K | SH | $85.21M 2.35% | 0.00 | 0.00 | 392.21K |
Dimensional Emerging Markets CSOLE | COM | 2.31M | SH | $79.89M 2.20% | 0.00 | 0.00 | 2.31M |
Vanguard Total Stock Market ViSOLE | COM | 150.40K | SH | $48.25M 1.33% | 0.00 | 0.00 | 150.40K |
Vanguard Large CapSOLE | COM | 147.07K | SH | $43.95M 1.21% | 0.00 | 0.00 | 147.07K |
Schwab Emerging MarketsSOLE | COM | 942.82K | SH | $31.07M 0.86% | 0.00 | 0.00 | 942.82K |
iShares Trust S&P 500 IndexSOLE | COM | 40.44K | SH | $26.42M 0.73% | 0.00 | 0.00 | 40.44K |
Vanguard REIT VipersSOLE | COM | 255.08K | SH | $22.63M 0.62% | 0.00 | 0.00 | 255.08K |
Vanguard FTSE All-World EX-USSOLE | COM | 214.46K | SH | $16.11M 0.44% | 0.00 | 0.00 | 214.46K |
iShares Russell 1000 GrowthSOLE | COM | 34.92K | SH | $14.89M 0.41% | 0.00 | 0.00 | 34.92K |
iShares Russell Midcap GrowthSOLE | COM | 114.62K | SH | $14.69M 0.40% | 0.00 | 0.00 | 114.62K |
iShares Russell 1000 Index FunSOLE | COM | 36.96K | SH | $13.18M 0.36% | 0.00 | 0.00 | 36.96K |
Vanguard Growth VipersSOLE | COM | 26.66K | SH | $11.65M 0.32% | 0.00 | 0.00 | 26.66K |
Vanguard Mid Cap ValueSOLE | COM | 58.96K | SH | $10.87M 0.30% | 0.00 | 0.00 | 58.96K |