EVANSTON, IL
Allocation by class
Portfolio Concentration
Top 3 weight
9.1%
Top 10 weight
24.9%
Voting Authority Distribution
Total shares with voting rights: 6.92M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.92M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 47.42K | SH | $28.34M 3.22% | 0.00 | 0.00 | 47.42K |
ABBVIE INCSOLE | COM | 125.73K | SH | $27.34M 3.11% | 0.00 | 0.00 | 125.73K |
APPLE INCSOLE | COM | 95.88K | SH | $24.33M 2.76% | 0.00 | 0.00 | 95.88K |
CACI INTL INCSOLE | CL A | 44.63K | SH | $24.27M 2.76% | 0.00 | 0.00 | 44.63K |
BROADCOM INCSOLE | COM | 72.72K | SH | $22.51M 2.56% | 0.00 | 0.00 | 72.72K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 100.50K | SH | $21.61M 2.46% | 0.00 | 0.00 | 100.50K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 31.45K | SH | $20.45M 2.32% | 0.00 | 0.00 | 31.45K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 41.72K | SH | $18.22M 2.07% | 0.00 | 0.00 | 41.72K |
ISHARES TRSOLE | CORE S&P TTL STK | 126.53K | SH | $18.02M 2.05% | 0.00 | 0.00 | 126.53K |
MICROSOFT CORPSOLE | COM | 38K | SH | $14.07M 1.60% | 0.00 | 0.00 | 38K |
ALPHABET INCSOLE | CAP STK CL C | 46.08K | SH | $13.22M 1.50% | 0.00 | 0.00 | 46.08K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 79.99K | SH | $11.85M 1.35% | 0.00 | 0.00 | 79.99K |
RTX CORPORATIONSOLE | COM | 61.14K | SH | $11.79M 1.34% | 0.00 | 0.00 | 61.14K |
FEDEX CORPSOLE | COM | 32.47K | SH | $11.56M 1.31% | 0.00 | 0.00 | 32.47K |
CISCO SYS INCSOLE | COM | 148.81K | SH | $11.55M 1.31% | 0.00 | 0.00 | 148.81K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 82.12K | SH | $10.75M 1.22% | 0.00 | 0.00 | 82.12K |
CATERPILLAR INCSOLE | COM | 14.23K | SH | $10.09M 1.15% | 0.00 | 0.00 | 14.23K |
ALPHABET INCSOLE | CAP STK CL A | 33.20K | SH | $9.55M 1.08% | 0.00 | 0.00 | 33.20K |
NVIDIA CORPORATIONSOLE | COM | 54.49K | SH | $9.50M 1.08% | 0.00 | 0.00 | 54.49K |
JOHNSON & JOHNSONSOLE | COM | 34.36K | SH | $8.40M 0.95% | 0.00 | 0.00 | 34.36K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.07K | SH | $8.36M 0.95% | 0.00 | 0.00 | 26.07K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 34.38K | SH | $8.33M 0.95% | 0.00 | 0.00 | 34.38K |
AMAZON COM INCSOLE | COM | 38.74K | SH | $8.07M 0.92% | 0.00 | 0.00 | 38.74K |
JPMORGAN CHASE & COSOLE | COM | 27.13K | SH | $7.98M 0.91% | 0.00 | 0.00 | 27.13K |
OMEGA HEALTHCARE INVS INCSOLE | COM | 169.40K | SH | $7.42M 0.84% | 0.00 | 0.00 | 169.40K |