ELMHURST, IL
Allocation by class
Portfolio Concentration
Top 3 weight
20.8%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 9.49M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.49M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 252.25K | SH | $80.93M 11.40% | 0.00 | 0.00 | 252.25K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 384.34K | SH | $42.43M 5.98% | 0.00 | 0.00 | 384.34K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 55.75K | SH | $24.35M 3.43% | 0.00 | 0.00 | 55.75K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 114.01K | SH | $22.37M 3.15% | 0.00 | 0.00 | 114.01K |
NVIDIA CORPORATIONSOLE | COM | 124.49K | SH | $21.71M 3.06% | 0.00 | 0.00 | 124.49K |
APPLE INCSOLE | COM | 77.05K | SH | $19.56M 2.75% | 0.00 | 0.00 | 77.05K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 207.37K | SH | $15.57M 2.19% | 0.00 | 0.00 | 207.37K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 23.74K | SH | $15.44M 2.17% | 0.00 | 0.00 | 23.74K |
AMPLIFY ETF TRSOLE | BLACKSWAN GRWT | 473.75K | SH | $14.72M 2.07% | 0.00 | 0.00 | 473.75K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 113.47K | SH | $11.28M 1.59% | 0.00 | 0.00 | 113.47K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 139.05K | SH | $10.24M 1.44% | 0.00 | 0.00 | 139.05K |
ISHARES GOLD TRSOLE | ISHARES NEW | 114.68K | SH | $10.11M 1.42% | 0.00 | 0.00 | 114.68K |
NUVEEN TAXABLE MUNICPAL INMSOLE | COM | 604.16K | SH | $9.46M 1.33% | 0.00 | 0.00 | 604.16K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 177K | SH | $9.42M 1.33% | 0.00 | 0.00 | 177K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.07K | SH | $9.19M 1.29% | 0.00 | 0.00 | 14.07K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 281.99K | SH | $8.65M 1.22% | 0.00 | 0.00 | 281.99K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 93.71K | SH | $8.59M 1.21% | 0.00 | 0.00 | 93.71K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 115.84K | SH | $8.30M 1.17% | 0.00 | 0.00 | 115.84K |
LISTED FDS TRSOLE | ROUNDHILL MAGNIF | 142.55K | SH | $8.26M 1.16% | 0.00 | 0.00 | 142.55K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 159.91K | SH | $8.07M 1.14% | 0.00 | 0.00 | 159.91K |
MICROSOFT CORPSOLE | COM | 21.29K | SH | $7.88M 1.11% | 0.00 | 0.00 | 21.29K |
AMAZON COM INCSOLE | COM | 36.97K | SH | $7.70M 1.08% | 0.00 | 0.00 | 36.97K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.52K | SH | $7.48M 1.05% | 0.00 | 0.00 | 12.52K |
BROADCOM INCSOLE | COM | 19.53K | SH | $6.04M 0.85% | 0.00 | 0.00 | 19.53K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 132.29K | SH | $5.90M 0.83% | 0.00 | 0.00 | 132.29K |