ORLAND PARK, IL
Allocation by class
Portfolio Concentration
Top 3 weight
24.4%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 6.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH INDEXSOLE | UIE | 140.55K | SH | $61.53M 14.86% | 0.00 | 0.00 | 140.55K |
DIMENSIONAL WORLD EQUITYSOLE | UIE | 280.76K | SH | $20.72M 5.00% | 0.00 | 0.00 | 280.76K |
VANGUARD VALUE INDEXSOLE | UIE | 94.88K | SH | $18.75M 4.53% | 0.00 | 0.00 | 94.88K |
DIMENSIONAL WORLD EXSOLE | UIE | 509.31K | SH | $17.30M 4.18% | 0.00 | 0.00 | 509.31K |
DIMENSIONAL U.S. EQUITYSOLE | UIE | 241.41K | SH | $17.12M 4.13% | 0.00 | 0.00 | 241.41K |
ISHARES CORE 30/70SOLE | UIE | 396.81K | SH | $15.83M 3.82% | 0.00 | 0.00 | 396.81K |
APPLE INCSOLE | COM | 50.04K | SH | $12.68M 3.06% | 0.00 | 0.00 | 50.04K |
SPDR GOLD SHARESSOLE | UIE | 28.43K | SH | $12.40M 2.99% | 0.00 | 0.00 | 28.43K |
VANGUARD ULTRA-SHORTSOLE | UIE | 130.58K | SH | $9.87M 2.38% | 0.00 | 0.00 | 130.58K |
DIMENSIONAL U.S.SOLE | UIE | 137.31K | SH | $8.56M 2.07% | 0.00 | 0.00 | 137.31K |
DIMENSIONALSOLE | UIE | 149.26K | SH | $7.96M 1.92% | 0.00 | 0.00 | 149.26K |
DIMENSIONAL U.S. CORESOLE | UIE | 200.85K | SH | $7.80M 1.88% | 0.00 | 0.00 | 200.85K |
ISHARES SILVER TRUSTSOLE | UIE | 108.33K | SH | $7.38M 1.78% | 0.00 | 0.00 | 108.33K |
VANGUARD CONSUMERSOLE | UIE | 29.62K | SH | $6.65M 1.61% | 0.00 | 0.00 | 29.62K |
DIMENSIONAL USSOLE | UIE | 130.12K | SH | $6.31M 1.52% | 0.00 | 0.00 | 130.12K |
VANGUARD SHORT-TERMSOLE | UIE | 101.02K | SH | $5.85M 1.41% | 0.00 | 0.00 | 101.02K |
DIMENSIONAL CORE FIXEDSOLE | UIE | 131.10K | SH | $5.53M 1.33% | 0.00 | 0.00 | 131.10K |
DIMENSIONAL ULTRASHORTSOLE | UIE | 109.03K | SH | $5.52M 1.33% | 0.00 | 0.00 | 109.03K |
VANGUARD S&P 500 ETFSOLE | UIE | 8.31K | SH | $4.96M 1.20% | 0.00 | 0.00 | 8.31K |
DIMENSIONAL US HIGHSOLE | UIE | 129.53K | SH | $4.76M 1.15% | 0.00 | 0.00 | 129.53K |
VANGUARD INTER-TERMSOLE | UIE | 75.04K | SH | $4.47M 1.08% | 0.00 | 0.00 | 75.04K |
VANGUARD ENERGY INDEXSOLE | UIE | 25.71K | SH | $4.45M 1.07% | 0.00 | 0.00 | 25.71K |
VANGUARD SMALL-CAP INDEXSOLE | UIE | 16.70K | SH | $4.38M 1.06% | 0.00 | 0.00 | 16.70K |
NVIDIA CORPSOLE | COM | 18.24K | SH | $3.95M 0.95% | 0.00 | 0.00 | 18.24K |
DIMENSIONAL US CORESOLE | UIE | 86.17K | SH | $3.89M 0.94% | 0.00 | 0.00 | 86.17K |