SKOKIE`, IL
Allocation by class
Portfolio Concentration
Top 3 weight
41.3%
Top 10 weight
71.3%
Voting Authority Distribution
Total shares with voting rights: 6.53M
Full voting authority
6.53M
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 |
|---|---|---|---|---|---|---|---|
Vanguard Short-Term Corporate Bond Index ETFSOLE | ETF | 891.34K | SH | $70.36M 17.58% | 891.34K | 0.00 | 0.00 |
Vanguard Total Bond Market Index ETFSOLE | ETF | 733.30K | SH | $53.86M 13.46% | 733.30K | 0.00 | 0.00 |
DFA US Core Equity Market ETFSOLE | ETF | 1.07M | SH | $41.11M 10.27% | 1.07M | 0.00 | 0.00 |
Vanguard Short-Term Inflation-Protected Secs ETFSOLE | ETF | 574.89K | SH | $28.69M 7.17% | 574.89K | 0.00 | 0.00 |
Apple IncSOLE | Stock | 106.29K | SH | $23.61M 5.90% | 106.29K | 0.00 | 0.00 |
DFA Int'l Core Equity Market ETFSOLE | ETF | 751.39K | SH | $23.47M 5.86% | 751.39K | 0.00 | 0.00 |
Vanguard Total Int'l Bond Index ETFSOLE | ETF | 390.09K | SH | $19.04M 4.76% | 390.09K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 15.63K | SH | $8.74M 2.19% | 15.63K | 0.00 | 0.00 |
Vanguard Total Stock Market Index ETFSOLE | ETF | 30.43K | SH | $8.36M 2.09% | 30.43K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 248.72K | SH | $8.21M 2.05% | 248.72K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 75.55K | SH | $8.19M 2.05% | 75.55K | 0.00 | 0.00 |
CME Group Inc ComSOLE | Stock | 27.18K | SH | $7.21M 1.80% | 27.17K | 0.00 | 0.00 |
DFA Emerging Core Equity Market ETFSOLE | ETF | 225.81K | SH | $5.85M 1.46% | 225.81K | 0.00 | 0.00 |
DFA Global Real Estate ETFSOLE | ETF | 220.81K | SH | $5.80M 1.45% | 220.81K | 0.00 | 0.00 |
Powershares QQQ TrustSOLE | ETF | 12.32K | SH | $5.78M 1.44% | 12.32K | 0.00 | 0.00 |
Schwab U.S. Broad Market ETFSOLE | ETF | 235.62K | SH | $5.07M 1.27% | 235.62K | 0.00 | 0.00 |
Microsoft CorpSOLE | Stock | 10.14K | SH | $3.81M 0.95% | 10.14K | 0.00 | 0.00 |
SPDR Dow Jones Global Real Estate ETFSOLE | ETF | 76.60K | SH | $3.34M 0.84% | 76.60K | 0.00 | 0.00 |
Netflix Inc ComSOLE | Stock | 3.48K | SH | $3.25M 0.81% | 3.48K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 48.28K | SH | $2.45M 0.61% | 48.28K | 0.00 | 0.00 |
Amazon.comSOLE | Stock | 12.56K | SH | $2.39M 0.60% | 12.56K | 0.00 | 0.00 |
Alphabet Cl CSOLE | Stock | 15.09K | SH | $2.36M 0.59% | 15.09K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Stock | 3.60K | SH | $2.07M 0.52% | 3.60K | 0.00 | 0.00 |
Berkshire Hathaway Inc Cl BSOLE | Stock | 3.58K | SH | $1.90M 0.48% | 3.58K | 0.00 | 0.00 |
Abbvie IncSOLE | Stock | 8.71K | SH | $1.83M 0.46% | 8.71K | 0.00 | 0.00 |