CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
25.2%
Top 10 weight
41.5%
Voting Authority Distribution
Total shares with voting rights: 738.60K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
738.60K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 28.46K | SH | $18.59M 17.75% | 0.00 | 0.00 | 28.46K |
APPLE INCSOLE | COM | 16.95K | SH | $4.30M 4.11% | 0.00 | 0.00 | 16.95K |
MICROSOFT CORPSOLE | COM | 9.56K | SH | $3.54M 3.38% | 0.00 | 0.00 | 9.56K |
BROADCOM INCSOLE | COM | 8.83K | SH | $2.73M 2.61% | 0.00 | 0.00 | 8.83K |
ISHARES TRSOLE | MSCI EAFE ETF | 26.87K | SH | $2.61M 2.49% | 0.00 | 0.00 | 26.87K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 28.19K | SH | $2.58M 2.47% | 0.00 | 0.00 | 28.19K |
GLOBAL X FDSSOLE | S&P 500 CATHOLIC | 31.48K | SH | $2.46M 2.35% | 0.00 | 0.00 | 31.48K |
NVIDIA CORPORATIONSOLE | COM | 13.91K | SH | $2.43M 2.32% | 0.00 | 0.00 | 13.91K |
ELI LILLY & COSOLE | COM | 2.50K | SH | $2.30M 2.19% | 0.00 | 0.00 | 2.50K |
ISHARES TRSOLE | 20 YR TR BD ETF | 22.04K | SH | $1.91M 1.82% | 0.00 | 0.00 | 22.04K |
AMAZON COM INCSOLE | COM | 8.19K | SH | $1.71M 1.63% | 0.00 | 0.00 | 8.19K |
ALPHABET INCSOLE | CAP STK CL C | 5.78K | SH | $1.66M 1.58% | 0.00 | 0.00 | 5.78K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.44M 1.37% | 0.00 | 0.00 | 2.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 15.90K | SH | $1.31M 1.25% | 0.00 | 0.00 | 15.90K |
ISHARES TRSOLE | MSCI ACWI EX US | 19.14K | SH | $1.31M 1.25% | 0.00 | 0.00 | 19.14K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 11.35K | SH | $1.27M 1.22% | 0.00 | 0.00 | 11.35K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 45.52K | SH | $1.17M 1.11% | 0.00 | 0.00 | 45.52K |
ABBVIE INCSOLE | COM | 5.31K | SH | $1.16M 1.10% | 0.00 | 0.00 | 5.31K |
GLOBAL X FDSSOLE | S&P EX US ETF | 30.46K | SH | $1.12M 1.07% | 0.00 | 0.00 | 30.46K |
ALPHABET INCSOLE | CAP STK CL A | 3.87K | SH | $1.11M 1.06% | 0.00 | 0.00 | 3.87K |
LOCKHEED MARTIN CORPSOLE | COM | 1.67K | SH | $1.01M 0.96% | 0.00 | 0.00 | 1.67K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.09K | SH | $1.00M 0.96% | 0.00 | 0.00 | 2.09K |
VISA INCSOLE | COM CL A | 3.03K | SH | $915.6K 0.87% | 0.00 | 0.00 | 3.03K |
MCDONALDS CORPSOLE | COM | 2.90K | SH | $900.3K 0.86% | 0.00 | 0.00 | 2.90K |
JPMORGAN CHASE & COSOLE | COM | 3.03K | SH | $891.7K 0.85% | 0.00 | 0.00 | 3.03K |