DOWNERS GROVE, IL
Allocation by class
Portfolio Concentration
Top 3 weight
20.3%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Full voting authority
2.01M
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 |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 254.35K | SH | $8.59M 8.09% | 254.35K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 97.08K | SH | $7.15M 6.74% | 97.08K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 66.14K | SH | $5.85M 5.51% | 66.14K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 78.96K | SH | $4.17M 3.93% | 78.96K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTERNL DIVID | 129.41K | SH | $4.10M 3.86% | 129.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.61K | SH | $3.76M 3.54% | 8.61K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 15.06K | SH | $3.38M 3.19% | 15.06K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 15.39K | SH | $3.31M 3.12% | 15.39K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 59.62K | SH | $2.98M 2.81% | 59.62K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 37.88K | SH | $2.97M 2.80% | 37.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.27K | SH | $2.60M 2.45% | 13.27K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 8.54K | SH | $2.17M 2.04% | 8.54K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 73.68K | SH | $1.79M 1.68% | 73.68K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 19.65K | SH | $1.74M 1.64% | 19.65K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | HARBOR COMMODITY | 56.01K | SH | $1.74M 1.64% | 56.01K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.56K | SH | $1.72M 1.62% | 6.56K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 55.99K | SH | $1.72M 1.62% | 55.99K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 57.45K | SH | $1.67M 1.58% | 57.45K | 0.00 | 0.00 |
ISHARES TRSOLE | FUTURE EXPONENTI | 23.59K | SH | $1.61M 1.51% | 23.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 6.92K | SH | $1.42M 1.34% | 6.92K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 48.82K | SH | $1.28M 1.21% | 48.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 6.14K | SH | $1.28M 1.20% | 6.14K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 27.61K | SH | $1.27M 1.19% | 27.61K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 6.82K | SH | $1.19M 1.12% | 6.82K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMERG MRKT | 17.66K | SH | $1.14M 1.08% | 17.66K | 0.00 | 0.00 |