CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
16.6%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 49.72M
Full voting authority
49.72M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 980.40K | SH | $490.58M 7.71% | 980.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.01M | SH | $292.63M 4.60% | 1.01M | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 2.65M | SH | $275.24M 4.32% | 2.65M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 1.62M | SH | $239.99M 3.77% | 1.62M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 559.49K | SH | $197.69M 3.11% | 559.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 246.98K | SH | $184.99M 2.91% | 246.98K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 1.08M | SH | $176.86M 2.78% | 1.08M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 219.31K | SH | $150.65M 2.37% | 219.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 367.72K | SH | $131.41M 2.06% | 367.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 314.30K | SH | $117.24M 1.84% | 314.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 314.53K | SH | $102.95M 1.62% | 314.53K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 131.04K | SH | $97.86M 1.54% | 131.04K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 410.16K | SH | $97.76M 1.54% | 410.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.24M | SH | $95.61M 1.50% | 1.24M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 89.29K | SH | $95.09M 1.49% | 89.29K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 1.10M | SH | $93.98M 1.48% | 1.10M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 705.47K | SH | $87.60M 1.38% | 705.47K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 554.04K | SH | $87.55M 1.38% | 554.04K | 0.00 | 0.00 |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 2.14M | SH | $86.06M 1.35% | 2.14M | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 779.03K | SH | $78.43M 1.23% | 779.03K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 195.88K | SH | $72.16M 1.13% | 195.88K | 0.00 | 0.00 |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 1.35M | SH | $71.67M 1.13% | 1.35M | 0.00 | 0.00 |
T ROWE PRICE EXCHANGE-TRADEDSOLE | CAP APPRECIATION | 1.58M | SH | $64.84M 1.02% | 1.58M | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 553K | SH | $61.01M 0.96% | 553K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 150.68K | SH | $56.92M 0.89% | 150.68K | 0.00 | 0.00 |