CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
12.2%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 1.99M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.99M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 139.24K | SH | $6.81M 4.39% | 0.00 | 0.00 | 139.24K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 34.27K | SH | $6.72M 4.33% | 0.00 | 0.00 | 34.27K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 132.70K | SH | $5.33M 3.44% | 0.00 | 0.00 | 132.70K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.18K | SH | $5.32M 3.43% | 0.00 | 0.00 | 12.18K |
NVIDIA CORPORATIONSOLE | COM | 28.96K | SH | $5.05M 3.25% | 0.00 | 0.00 | 28.96K |
APPLE INCSOLE | COM | 19.76K | SH | $5.01M 3.23% | 0.00 | 0.00 | 19.76K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 95.76K | SH | $4.07M 2.62% | 0.00 | 0.00 | 95.76K |
LAM RESEARCH CORPSOLE | COM NEW | 17.73K | SH | $3.79M 2.44% | 0.00 | 0.00 | 17.73K |
WELLS FARGO & COSOLE | COM | 44.94K | SH | $3.58M 2.30% | 0.00 | 0.00 | 44.94K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 30.68K | SH | $3.00M 1.93% | 0.00 | 0.00 | 30.68K |
ELI LILLY & COSOLE | COM | 3.22K | SH | $2.96M 1.91% | 0.00 | 0.00 | 3.22K |
VICTORY PORTFOLIOS IISOLE | VICTORYSHARES WE | 62.04K | SH | $2.77M 1.79% | 0.00 | 0.00 | 62.04K |
AMAZON COM INCSOLE | COM | 13.30K | SH | $2.77M 1.78% | 0.00 | 0.00 | 13.30K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 54.79K | SH | $2.73M 1.76% | 0.00 | 0.00 | 54.79K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 33.79K | SH | $2.61M 1.68% | 0.00 | 0.00 | 33.79K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17.50K | SH | $2.59M 1.67% | 0.00 | 0.00 | 17.50K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 31.06K | SH | $2.46M 1.59% | 0.00 | 0.00 | 31.06K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 51.90K | SH | $2.37M 1.52% | 0.00 | 0.00 | 51.90K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 36.96K | SH | $2.16M 1.39% | 0.00 | 0.00 | 36.96K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 21.29K | SH | $2.01M 1.29% | 0.00 | 0.00 | 21.29K |
ALPHABET INCSOLE | CAP STK CL A | 6.84K | SH | $1.97M 1.27% | 0.00 | 0.00 | 6.84K |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.32K | SH | $1.97M 1.27% | 0.00 | 0.00 | 2.32K |
VISA INCSOLE | COM CL A | 6.24K | SH | $1.89M 1.21% | 0.00 | 0.00 | 6.24K |
NEXTERA ENERGY INCSOLE | COM | 19.25K | SH | $1.79M 1.15% | 0.00 | 0.00 | 19.25K |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 38.92K | SH | $1.74M 1.12% | 0.00 | 0.00 | 38.92K |