CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
34.3%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 1.63M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.63M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 48.59K | SH | $29.75M 18.99% | 0.00 | 0.00 | 48.59K |
ISHARES TRSOLE | GLOBAL EQUITY | 248.46K | SH | $12.82M 8.18% | 0.00 | 0.00 | 248.46K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 107.24K | SH | $11.21M 7.15% | 0.00 | 0.00 | 107.24K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 196.30K | SH | $10.86M 6.93% | 0.00 | 0.00 | 196.30K |
ISHARES GOLD TRSOLE | ISHARES NEW | 69.21K | SH | $5.04M 3.21% | 0.00 | 0.00 | 69.21K |
ISHARES INCSOLE | MSCI JPN ETF NEW | 54.44K | SH | $4.37M 2.79% | 0.00 | 0.00 | 54.44K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 79.54K | SH | $4.25M 2.71% | 0.00 | 0.00 | 79.54K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 51.62K | SH | $4.12M 2.63% | 0.00 | 0.00 | 51.62K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 16.75K | SH | $4.05M 2.59% | 0.00 | 0.00 | 16.75K |
MICROSOFT CORPSOLE | COM | 6.43K | SH | $3.33M 2.12% | 0.00 | 0.00 | 6.43K |
ALPHABET INCSOLE | CAP STK CL A | 12.11K | SH | $2.94M 1.88% | 0.00 | 0.00 | 12.11K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.18K | SH | $2.12M 1.35% | 0.00 | 0.00 | 3.18K |
SPDR GOLD TRSOLE | GOLD SHS | 5.55K | SH | $1.97M 1.26% | 0.00 | 0.00 | 5.55K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 2.59K | SH | $1.93M 1.23% | 0.00 | 0.00 | 2.59K |
VISA INCSOLE | COM CL A | 4.98K | SH | $1.70M 1.09% | 0.00 | 0.00 | 4.98K |
ROCKET LAB CORPSOLE | COM | 34.76K | SH | $1.67M 1.06% | 0.00 | 0.00 | 34.76K |
INTUITSOLE | COM | 2.31K | SH | $1.58M 1.01% | 0.00 | 0.00 | 2.31K |
IDEXX LABS INCSOLE | COM | 2.45K | SH | $1.57M 1.00% | 0.00 | 0.00 | 2.45K |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 8.83K | SH | $1.49M 0.95% | 0.00 | 0.00 | 8.83K |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 2.52K | SH | $1.47M 0.94% | 0.00 | 0.00 | 2.52K |
STERIS PLCSOLE | SHS USD | 5.72K | SH | $1.41M 0.90% | 0.00 | 0.00 | 5.72K |
CHUBB LIMITEDSOLE | COM | 4.94K | SH | $1.39M 0.89% | 0.00 | 0.00 | 4.94K |
OREILLY AUTOMOTIVE INCSOLE | COM | 12.54K | SH | $1.35M 0.86% | 0.00 | 0.00 | 12.54K |
ADOBE INCSOLE | COM | 3.79K | SH | $1.34M 0.85% | 0.00 | 0.00 | 3.79K |
WASTE CONNECTIONS INCSOLE | COM | 7.55K | SH | $1.33M 0.85% | 0.00 | 0.00 | 7.55K |