ELMHURST, IL
Allocation by class
Portfolio Concentration
Top 3 weight
48.6%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 1.05M
Full voting authority
1.05M
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 INDEX FDSSOLE | LARGE CAP ETF | 86.65K | SH | $29.80M 24.31% | 86.65K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSEL 2500 ETF | 169.32K | SH | $15.51M 12.66% | 169.32K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 144.59K | SH | $14.31M 11.68% | 144.59K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 145.80K | SH | $11.05M 9.01% | 145.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500GRW | 89.01K | SH | $10.59M 8.64% | 89.01K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 102.30K | SH | $7.97M 6.50% | 102.30K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 94.35K | SH | $2.76M 2.25% | 94.35K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 29.17K | SH | $2.51M 2.05% | 29.17K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 9.22K | SH | $2.01M 1.64% | 9.22K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 17.63K | SH | $1.88M 1.53% | 17.63K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT US REIT | 23.85K | SH | $1.61M 1.32% | 23.85K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.02K | SH | $1.39M 1.13% | 2.02K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.72K | SH | $1.37M 1.11% | 4.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 12.40K | SH | $1.18M 0.97% | 12.40K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 714.00 | SH | $856.4K 0.70% | 714.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.98K | SH | $707.6K 0.58% | 1.98K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 938.00 | SH | $700.5K 0.57% | 938.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 905.00 | SH | $677.7K 0.55% | 905.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 4.54K | SH | $673.2K 0.55% | 4.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.63K | SH | $608.3K 0.50% | 1.63K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 5.34K | SH | $589.4K 0.48% | 5.34K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 3.20K | SH | $564.2K 0.46% | 3.20K | 0.00 | 0.00 |
ISHARES TRSOLE | ULTRA SHORT DUR | 8.98K | SH | $454.0K 0.37% | 8.98K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 3.11K | SH | $427.7K 0.35% | 3.11K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 5.22K | SH | $407.3K 0.33% | 5.22K | 0.00 | 0.00 |