CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
11.9%
Top 10 weight
28.8%
Voting Authority Distribution
Total shares with voting rights: 32.78M
Full voting authority
17.76M
shares
Joint voting authority
0.00
shares
No voting authority
15.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO COMSOLE | Stock | 264.09K | SH | $77.68M 4.71% | 17K | 0.00 | 247.09K |
APPLE INCSOLE | Stock | 234.76K | SH | $59.58M 3.61% | 17.30K | 0.00 | 217.46K |
VANGUARD SHORT TERM CORP BOND FD ETFSOLE | ETF | 739.08K | SH | $58.59M 3.55% | 0.00 | 0.00 | 739.08K |
ISHARES S&P 500 GROWTH ETFSOLE | ETF | 501.58K | SH | $56.73M 3.44% | 0.00 | 0.00 | 501.58K |
VANGUARD TOTAL STK MKTSOLE | ETF | 144.08K | SH | $46.22M 2.80% | 0.00 | 0.00 | 144.08K |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 64.67K | SH | $42.05M 2.55% | 0.00 | 0.00 | 64.67K |
ISHARES S&P 500 VALUE ETFSOLE | ETF | 193.95K | SH | $40.95M 2.48% | 0.00 | 0.00 | 193.95K |
MICROSOFTSOLE | Stock | 96.55K | SH | $35.74M 2.17% | 0.00 | 0.00 | 96.55K |
OLD REP INTL CORP COMSOLE | Stock | 799.24K | SH | $31.89M 1.93% | 0.00 | 0.00 | 799.24K |
VANGUARD S&P 500 ETFSOLE | ETF | 44.43K | SH | $26.55M 1.61% | 0.00 | 0.00 | 44.43K |
BLACKSTONE GROUP LPSOLE | Stock | 170.01K | SH | $19.55M 1.18% | 38K | 0.00 | 132.01K |
GOOGLE INCSOLE | Stock | 65.99K | SH | $18.98M 1.15% | 17K | 0.00 | 48.99K |
VANGUARD SHORT TERM INFL-PROTECTEDSOLE | ETF | 330.20K | SH | $16.49M 1.00% | 0.00 | 0.00 | 330.20K |
ABBVIE INC COMSOLE | Stock | 75.36K | SH | $16.39M 0.99% | 18K | 0.00 | 57.36K |
ISHARES AMT-FREE MUNI BOND ETFSOLE | ETF | 151.35K | SH | $16.07M 0.97% | 0.00 | 0.00 | 151.35K |
ALPS TRUST ETF ALERIAN MLPSOLE | ETF | 286.20K | SH | $15.07M 0.91% | 0.00 | 0.00 | 286.20K |
JOHNSON & JOHNSON COMSOLE | Stock | 57.09K | SH | $13.96M 0.85% | 0.00 | 0.00 | 57.09K |
ORACLE CORPORATIONSOLE | Stock | 93.25K | SH | $13.72M 0.83% | 0.00 | 0.00 | 93.25K |
ISHARES S&P 500 INDEXSOLE | ETF | 20.82K | SH | $13.60M 0.82% | 0.00 | 0.00 | 20.82K |
UNION PAC CORP COMSOLE | Stock | 56.03K | SH | $13.59M 0.82% | 0.00 | 0.00 | 56.03K |
AMAZON.COM INCSOLE | Stock | 63.69K | SH | $13.27M 0.80% | 20K | 0.00 | 43.69K |
ISHARES DJ SELECT DIVIDENDSOLE | ETF | 82.52K | SH | $12.49M 0.76% | 0.00 | 0.00 | 82.52K |
SPDR GOLD ETFSOLE | ETF | 27.11K | SH | $11.67M 0.71% | 0.00 | 0.00 | 27.11K |
ACME UTD CORP COMSOLE | Stock | 252.64K | SH | $11.35M 0.69% | 143.80K | 0.00 | 108.84K |
POWERSHARES QQQ TRSOLE | ETF | 19.33K | SH | $11.16M 0.68% | 0.00 | 0.00 | 19.33K |