ELMHURST, IL
Allocation by class
Portfolio Concentration
Top 3 weight
49.0%
Top 10 weight
81.1%
Voting Authority Distribution
Total shares with voting rights: 1.01M
Full voting authority
1.01M
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 |
|---|---|---|---|---|---|---|---|
Vanguard Large CapSOLE | LARGE CAP ETF | 86.38K | SH | $25.82M 23.94% | 86.38K | 0.00 | 0.00 |
iShares Core US BondSOLE | CORE US AGGBD ET | 136.73K | SH | $13.57M 12.59% | 136.73K | 0.00 | 0.00 |
iShares Russell 2500SOLE | RUSEL 2500 ETF | 175.61K | SH | $13.41M 12.44% | 175.61K | 0.00 | 0.00 |
iShares Dividend GrowthSOLE | CORE DIV GRWTH | 140.55K | SH | $9.86M 9.15% | 140.55K | 0.00 | 0.00 |
SPDR S&P 500 Growth FundSOLE | STATE STREET SPD | 86.55K | SH | $8.47M 7.86% | 86.55K | 0.00 | 0.00 |
Vanguard Short Term BondSOLE | SHORT TRM BOND | 82.03K | SH | $6.43M 5.97% | 82.03K | 0.00 | 0.00 |
Vanguard GrowthSOLE | GROWTH ETF | 6.82K | SH | $2.98M 2.76% | 6.82K | 0.00 | 0.00 |
Vanguard ValueSOLE | VALUE ETF | 13.36K | SH | $2.62M 2.43% | 13.36K | 0.00 | 0.00 |
Vaneck Vectors FallenSOLE | FALLEN ANGEL HG | 89.01K | SH | $2.56M 2.37% | 89.01K | 0.00 | 0.00 |
iShares Short Term MuniSOLE | SHRT NAT MUN ETF | 16.59K | SH | $1.77M 1.64% | 16.59K | 0.00 | 0.00 |
Ishares Cohen & Steers Realty MajorsSOLE | SELECT US REIT | 20.79K | SH | $1.29M 1.19% | 20.79K | 0.00 | 0.00 |
Apple IncSOLE | COM | 4.71K | SH | $1.19M 1.11% | 4.71K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | S&P 500 ETF SHS | 1.37K | SH | $820.1K 0.76% | 1.37K | 0.00 | 0.00 |
Lilly Eli & CompanySOLE | COM | 727.00 | SH | $668.7K 0.62% | 727.00 | 0.00 | 0.00 |
State Street S&P 500 ETFSOLE | TR UNIT | 949.00 | SH | $617.2K 0.57% | 949.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 1.61K | SH | $596.6K 0.55% | 1.61K | 0.00 | 0.00 |
iShares S&P 500 ETFSOLE | CORE S&P500 ETF | 905.00 | SH | $591.2K 0.55% | 905.00 | 0.00 | 0.00 |
Ishares Russell Midcap IndexSOLE | RUS MID CAP ETF | 6.04K | SH | $587.3K 0.54% | 6.04K | 0.00 | 0.00 |
iShares Core S&P Small-Cap ETFSOLE | CORE S&P SCP ETF | 4.50K | SH | $558.9K 0.52% | 4.50K | 0.00 | 0.00 |
Google Inc. Class ASOLE | COM | 1.86K | SH | $534.9K 0.50% | 1.86K | 0.00 | 0.00 |
iShares Core MSCI Total InternationalSOLE | CORE MSCI TOTAL | 5.94K | SH | $514.3K 0.48% | 5.94K | 0.00 | 0.00 |
iShares Ultra Short-TermSOLE | ULTRA SHORT DUR | 8.28K | SH | $419.1K 0.39% | 8.28K | 0.00 | 0.00 |
Amphenol Corp Cl ASOLE | COM | 3.20K | SH | $404.3K 0.37% | 3.20K | 0.00 | 0.00 |
Ishares S&P 500 GrowthSOLE | S&P 500 GRWT ETF | 3.11K | SH | $351.8K 0.33% | 3.11K | 0.00 | 0.00 |
JPMorgan Market Expansion ETFSOLE | SMALL & MID CAP | 5.22K | SH | $348.5K 0.32% | 5.22K | 0.00 | 0.00 |