NORMAL, IL
Allocation by class
Portfolio Concentration
Top 3 weight
41.4%
Top 10 weight
80.8%
Voting Authority Distribution
Total shares with voting rights: 4.18M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.18M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 76.21K | SH | $45.54M 17.17% | 0.00 | 0.00 | 76.21K |
SPDR INDEX SHS FDSOTR | STATE STREET SPD | 721.33K | SH | $32.93M 12.42% | 0.00 | 0.00 | 721.33K |
ISHARES TROTR | CORE UNIVRSL USD | 680.13K | SH | $31.42M 11.85% | 0.00 | 0.00 | 680.13K |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 35.12K | SH | $22.84M 8.61% | 0.00 | 0.00 | 35.12K |
SPDR INDEX SHS FDSOTR | STATE STREET SPD | 377.46K | SH | $17.71M 6.68% | 0.00 | 0.00 | 377.46K |
ISHARES TROTR | CORE INTL AGGR | 351.15K | SH | $17.57M 6.63% | 0.00 | 0.00 | 351.15K |
SSGA ACTIVE TRSOLE | STATE STREET US | 290.31K | SH | $16.76M 6.32% | 0.00 | 0.00 | 290.31K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 51.59K | SH | $10.62M 4.00% | 0.00 | 0.00 | 51.59K |
SSGA ACTIVE TRSOLE | STATE STREET FIX | 382.68K | SH | $9.84M 3.71% | 0.00 | 0.00 | 382.68K |
APPLE INCSOLE | COM | 35.01K | SH | $8.89M 3.35% | 0.00 | 0.00 | 35.01K |
SPDR SERIES TRUSTOTR | STATE STRET SPDR | 152.56K | SH | $5.38M 2.03% | 0.00 | 0.00 | 152.56K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 104.37K | SH | $5.04M 1.90% | 0.00 | 0.00 | 104.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 65.52K | SH | $3.88M 1.46% | 0.00 | 0.00 | 65.52K |
SPDR GOLD TRSOLE | GOLD SHS | 7.34K | SH | $3.16M 1.19% | 0.00 | 0.00 | 7.34K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 72.74K | SH | $3.07M 1.16% | 0.00 | 0.00 | 72.74K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 118.77K | SH | $2.64M 1.00% | 0.00 | 0.00 | 118.77K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 94.37K | SH | $2.34M 0.88% | 0.00 | 0.00 | 94.37K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 23.98K | SH | $2.30M 0.87% | 0.00 | 0.00 | 23.98K |
SSGA ACTIVE ETF TROTR | STATE STREET BLA | 54.41K | SH | $2.18M 0.82% | 0.00 | 0.00 | 54.41K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 75.31K | SH | $1.98M 0.75% | 0.00 | 0.00 | 75.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.48K | SH | $1.67M 0.63% | 0.00 | 0.00 | 3.48K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 0.54% | 0.00 | 0.00 | 2.00 |
SPDR SERIES TRUSTOTR | STATE STRET SPDR | 73.75K | SH | $1.42M 0.53% | 0.00 | 0.00 | 73.75K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 50.26K | SH | $1.29M 0.49% | 0.00 | 0.00 | 50.26K |
ISHARES TROTR | INTL EQTY FACTOR | 31.37K | SH | $1.22M 0.46% | 0.00 | 0.00 | 31.37K |