CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
50.4%
Top 10 weight
77.4%
Voting Authority Distribution
Total shares with voting rights: 7.26M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
7.26M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 246.62K | SH | $162.91M 25.34% | 0.00 | 0.00 | 246.62K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 643.39K | SH | $97.28M 15.13% | 0.00 | 0.00 | 643.39K |
ISHARES TRSOLE | CORE US AGGBD ET | 647.42K | SH | $64.16M 9.98% | 0.00 | 0.00 | 647.42K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 668.65K | SH | $46.00M 7.15% | 0.00 | 0.00 | 668.65K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 595.84K | SH | $35.33M 5.49% | 0.00 | 0.00 | 595.84K |
MICROSOFT CORPSOLE | COM | 72.67K | SH | $29.63M 4.61% | 0.00 | 0.00 | 72.67K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 112.48K | SH | $22.88M 3.56% | 0.00 | 0.00 | 112.48K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 292.32K | SH | $17.23M 2.68% | 0.00 | 0.00 | 292.32K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 274.86K | SH | $13.84M 2.15% | 0.00 | 0.00 | 274.86K |
ISHARES TRSOLE | MSCI ACWI ETF | 54.86K | SH | $8.31M 1.29% | 0.00 | 0.00 | 54.86K |
AURORA INNOVATION INCSOLE | CLASS A COM | 1.34M | SH | $7.88M 1.23% | 0.00 | 0.00 | 1.34M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.64K | SH | $7.67M 1.19% | 0.00 | 0.00 | 21.64K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 281.99K | SH | $7.33M 1.14% | 0.00 | 0.00 | 281.99K |
CATERPILLAR INCSOLE | COM | 5.62K | SH | $5.01M 0.78% | 0.00 | 0.00 | 5.62K |
NVIDIA CORPORATIONSOLE | COM | 23.03K | SH | $4.60M 0.71% | 0.00 | 0.00 | 23.03K |
AMAZON COM INCSOLE | COM | 16.67K | SH | $4.42M 0.69% | 0.00 | 0.00 | 16.67K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 35.08K | SH | $4.18M 0.65% | 0.00 | 0.00 | 35.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 13.89K | SH | $3.95M 0.61% | 0.00 | 0.00 | 13.89K |
APPLE INCSOLE | COM | 14.47K | SH | $3.93M 0.61% | 0.00 | 0.00 | 14.47K |
ALPHABET INCSOLE | CAP STK CL A | 10.15K | SH | $3.90M 0.61% | 0.00 | 0.00 | 10.15K |
SPDR GOLD TRSOLE | GOLD SHS | 8.16K | SH | $3.46M 0.54% | 0.00 | 0.00 | 8.16K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 4.18K | SH | $3.01M 0.47% | 0.00 | 0.00 | 4.18K |
UBS GROUP AGSOLE | SHS | 64.48K | SH | $2.83M 0.44% | 0.00 | 0.00 | 64.48K |
BANK NEW YORK MELLON CORPSOLE | COM | 20.79K | SH | $2.81M 0.44% | 0.00 | 0.00 | 20.79K |
KIMBERLY-CLARK CORPSOLE | COM | 24.28K | SH | $2.39M 0.37% | 0.00 | 0.00 | 24.28K |