CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
65.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 78.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
78.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRDFND | SHORT TREAS BD | 18.18M | SH | $2.00M 31.24% | 0.00 | 0.00 | 18.18M |
ISHARES TRDFND | CORE US AGGBD ET | 12.06M | SH | $1.16M 18.15% | 0.00 | 0.00 | 12.06M |
VANGUARD BD INDEX FD INCDFND | TOTAL BND MRKT | 14.16M | SH | $1.01M 15.78% | 0.00 | 0.00 | 14.16M |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 5.48M | SH | $983.8K 15.37% | 0.00 | 0.00 | 5.48M |
VANGUARD TAX MANAGED INTL FDDFND | FTSE DEV MKT ETF | 14.59M | SH | $530.4K 8.28% | 0.00 | 0.00 | 14.59M |
ISHARES TRDFND | CORE S&P TTL STK | 4.21M | SH | $334.9K 5.23% | 0.00 | 0.00 | 4.21M |
SCHWAB STRATEGIC TRDFND | US BRD MKT ETF | 3.29M | SH | $138.4K 2.16% | 0.00 | 0.00 | 3.29M |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 3.66M | SH | $133.4K 2.08% | 0.00 | 0.00 | 3.66M |
SCHWAB STRATEGIC TRDFND | US AGGREGATE B | 2.42M | SH | $109.7K 1.71% | 0.00 | 0.00 | 2.42M |