ELMHURST, IL
Allocation by class
Portfolio Concentration
Top 3 weight
20.4%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 10.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 252.52K | SH | $93.44M 11.42% | 0.00 | 0.00 | 252.52K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 414.90K | SH | $45.78M 5.60% | 0.00 | 0.00 | 414.90K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 317.85K | SH | $27.38M 3.35% | 0.00 | 0.00 | 317.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 115.95K | SH | $25.27M 3.09% | 0.00 | 0.00 | 115.95K |
NVIDIA CORPORATIONSOLE | COM | 123.57K | SH | $24.73M 3.02% | 0.00 | 0.00 | 123.57K |
APPLE INCSOLE | COM | 77.19K | SH | $22.34M 2.73% | 0.00 | 0.00 | 77.19K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 26.52K | SH | $19.80M 2.42% | 0.00 | 0.00 | 26.52K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 211.14K | SH | $17.68M 2.16% | 0.00 | 0.00 | 211.14K |
AMPLIFY ETF TRSOLE | BLACKSWAN GRWT | 492.78K | SH | $16.44M 2.01% | 0.00 | 0.00 | 492.78K |
ISHARES GOLD TRSOLE | ISHARES NEW | 154.58K | SH | $11.67M 1.43% | 0.00 | 0.00 | 154.58K |
SPDR SERIES TRUSTSOLE | ST STR BL 12 ETF | 112.96K | SH | $11.23M 1.37% | 0.00 | 0.00 | 112.96K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 147.24K | SH | $10.81M 1.32% | 0.00 | 0.00 | 147.24K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.12K | SH | $10.57M 1.29% | 0.00 | 0.00 | 14.12K |
NUVEEN TAXABLE MUNICPAL INMSOLE | COM | 624.08K | SH | $9.85M 1.20% | 0.00 | 0.00 | 624.08K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 182.32K | SH | $9.69M 1.18% | 0.00 | 0.00 | 182.32K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 293.48K | SH | $9.31M 1.14% | 0.00 | 0.00 | 293.48K |
LISTED FDS TRSOLE | ROUN MA SEVE ETF | 142.81K | SH | $9.18M 1.12% | 0.00 | 0.00 | 142.81K |
AMAZON COM INCSOLE | COM | 37.38K | SH | $8.91M 1.09% | 0.00 | 0.00 | 37.38K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 94.19K | SH | $8.63M 1.06% | 0.00 | 0.00 | 94.19K |
ISHARES TRSOLE | 0-5YR INVT GR CP | 168.01K | SH | $8.46M 1.03% | 0.00 | 0.00 | 168.01K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.01K | SH | $8.25M 1.01% | 0.00 | 0.00 | 12.01K |
MICROSOFT CORPSOLE | COM | 21.38K | SH | $7.98M 0.97% | 0.00 | 0.00 | 21.38K |
BROADCOM INCSOLE | COM | 18.61K | SH | $7.03M 0.86% | 0.00 | 0.00 | 18.61K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 117.37K | SH | $6.60M 0.81% | 0.00 | 0.00 | 117.37K |
TIDAL TRUST IISOLE | ROUNDHILL GENER | 64.97K | SH | $6.41M 0.78% | 0.00 | 0.00 | 64.97K |