CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
17.6%
Top 10 weight
39.2%
Voting Authority Distribution
Total shares with voting rights: 5.48M
Full voting authority
37.00
shares
Joint voting authority
0.00
shares
No voting authority
5.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P Mid-Cap ETFSOLE | ETF | 635.08K | SH | $42.89M 6.45% | 0.00 | 0.00 | 635.08K |
iShares MSCI EAFE ETFSOLE | ETF | 413.83K | SH | $40.20M 6.05% | 0.00 | 0.00 | 413.83K |
Apple IncSOLE | Common Stock | 133.34K | SH | $33.84M 5.09% | 0.00 | 0.00 | 133.34K |
Vanguard Short-Term Treasury ESOLE | ETF | 500.44K | SH | $29.30M 4.41% | 0.00 | 0.00 | 500.44K |
Microsoft CorpSOLE | Common Stock | 67.97K | SH | $25.16M 3.79% | 0.00 | 0.00 | 67.97K |
Alphabet IncSOLE | Common Stock | 68.83K | SH | $19.79M 2.98% | 0.00 | 0.00 | 68.83K |
iShares Core S&P Small-Cap ETFSOLE | ETF | 153.95K | SH | $19.14M 2.88% | 0.00 | 0.00 | 153.95K |
JPMorgan Chase & CoSOLE | Common Stock | 63.22K | SH | $18.60M 2.80% | 4.00 | 0.00 | 63.21K |
Blackrock IncSOLE | Common Stock | 17.03K | SH | $16.38M 2.47% | 0.00 | 0.00 | 17.03K |
Johnson & JohnsonSOLE | Common Stock | 62.88K | SH | $15.37M 2.31% | 0.00 | 0.00 | 62.88K |
Vanguard Intermediate-Term TreSOLE | ETF | 240.04K | SH | $14.29M 2.15% | 0.00 | 0.00 | 240.04K |
Caterpillar IncSOLE | Common Stock | 18.57K | SH | $13.16M 1.98% | 0.00 | 0.00 | 18.57K |
NVIDIA CorpSOLE | Common Stock | 75.22K | SH | $13.12M 1.97% | 0.00 | 0.00 | 75.22K |
Broadcom IncSOLE | Common Stock | 41.42K | SH | $12.82M 1.93% | 0.00 | 0.00 | 41.42K |
AbbVie IncSOLE | Common Stock | 53.86K | SH | $11.71M 1.76% | 0.00 | 0.00 | 53.86K |
iShares Core S&P 500 ETFSOLE | ETF | 17.91K | SH | $11.70M 1.76% | 0.00 | 0.00 | 17.91K |
Chevron CorpSOLE | Common Stock | 53.37K | SH | $11.04M 1.66% | 0.00 | 0.00 | 53.37K |
Amazon.com IncSOLE | Common Stock | 50.86K | SH | $10.59M 1.59% | 0.00 | 0.00 | 50.86K |
Procter & Gamble Co/TheSOLE | Common Stock | 72.74K | SH | $10.51M 1.58% | 0.00 | 0.00 | 72.74K |
Vanguard FTSE Emerging MarketsSOLE | ETF | 191.87K | SH | $10.37M 1.56% | 0.00 | 0.00 | 191.87K |
Waste Management IncSOLE | Common Stock | 44.15K | SH | $10.15M 1.53% | 0.00 | 0.00 | 44.15K |
Home Depot Inc/TheSOLE | Common Stock | 27.41K | SH | $9.01M 1.36% | 0.00 | 0.00 | 27.41K |
McDonald's CorpSOLE | Common Stock | 28.15K | SH | $8.75M 1.32% | 0.00 | 0.00 | 28.15K |
PepsiCo IncSOLE | Common Stock | 54.59K | SH | $8.48M 1.28% | 0.00 | 0.00 | 54.59K |
Honeywell International IncSOLE | Common Stock | 36.71K | SH | $8.30M 1.25% | 5.00 | 0.00 | 36.70K |