CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
27.3%
Top 10 weight
48.2%
Voting Authority Distribution
Total shares with voting rights: 591.71M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
591.71M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Short-Term Inflation-Protected ETFSOLE | STRM INFPROIDX | 1.87M | SH | $93.90M 15.87% | 0.00 | 0.00 | 93.90M |
Vanguard Dividend Appreciation ETFSOLE | DIV APP ETF | 142.55K | SH | $33.73M 5.70% | 0.00 | 0.00 | 33.73M |
Vanguard Value ETFSOLE | VALUE ETF | 154.26K | SH | $33.62M 5.68% | 0.00 | 0.00 | 33.62M |
DFA International Core Equity 2 ETFSOLE | INTL CORE EQUITY | 571.99K | SH | $21.31M 3.60% | 0.00 | 0.00 | 21.31M |
Schwab Fundamental Intl Lg Co ETFSOLE | FUNDAMENTAL INTL | 382.86K | SH | $20.20M 3.41% | 0.00 | 0.00 | 20.20M |
Vanguard Small-Cap Value ETFSOLE | SM CP VAL ETF | 75.05K | SH | $18.24M 3.08% | 0.00 | 0.00 | 18.24M |
Alphabet Inc Class ASOLE | CAP STK CL A | 48K | SH | $17.15M 2.90% | 0.00 | 0.00 | 17.15M |
Vanguard Short-Term Treasury ETFSOLE | SHORT TERM TREAS | 292.23K | SH | $17.01M 2.87% | 0.00 | 0.00 | 17.01M |
Dimensional Short-Duration Fixed Income ETFSOLE | SHORT DURATION F | 328.91K | SH | $15.71M 2.65% | 0.00 | 0.00 | 15.71M |
Berkshire Hathaway Inc Class BSOLE | CL B NEW | 28.57K | SH | $14.29M 2.42% | 0.00 | 0.00 | 14.29M |
Apple IncSOLE | COM | 34.88K | SH | $10.09M 1.71% | 0.00 | 0.00 | 10.09M |
Caterpillar IncSOLE | COM | 8.77K | SH | $9.34M 1.58% | 0.00 | 0.00 | 9.34M |
DFA Emerging Market Core Equity 2 ETFSOLE | EMERGING MKTS CO | 225.02K | SH | $9.14M 1.55% | 0.00 | 0.00 | 9.14M |
Invesco S&P 500 Equal Weight Utilts ETFSOLE | S&P500 EQL UTL | 99.55K | SH | $8.08M 1.37% | 0.00 | 0.00 | 8.08M |
Microsoft CorpSOLE | COM | 21.03K | SH | $7.84M 1.33% | 0.00 | 0.00 | 7.84M |
General Dynamics CorpSOLE | COM | 21.92K | SH | $7.76M 1.31% | 0.00 | 0.00 | 7.76M |
iShares 0 to 3 Month Treasury Bond ETFSOLE | 0-3 MNTH TREASRY | 77.07K | SH | $7.76M 1.31% | 0.00 | 0.00 | 7.76M |
Nextera Energy IncSOLE | COM | 86.04K | SH | $7.55M 1.28% | 0.00 | 0.00 | 7.55M |
DFA U S Large Cap Value ETFSOLE | US LARGE CAP VAL | 184.09K | SH | $7.28M 1.23% | 0.00 | 0.00 | 7.28M |
Jpmorgan Chase & CoSOLE | COM | 20.74K | SH | $6.79M 1.15% | 0.00 | 0.00 | 6.79M |
Johnson & JohnsonSOLE | COM | 26.68K | SH | $6.78M 1.15% | 0.00 | 0.00 | 6.78M |
Cisco Systems IncSOLE | COM | 56.89K | SH | $6.68M 1.13% | 0.00 | 0.00 | 6.68M |
DFA U S Targeted Value ETFSOLE | US TARGETED VLU | 90.52K | SH | $6.33M 1.07% | 0.00 | 0.00 | 6.33M |
Vanguard Short-Term Corporate Bond ETFSOLE | SHRT TRM CORP BD | 79.43K | SH | $6.28M 1.06% | 0.00 | 0.00 | 6.28M |
Procter & GambleSOLE | COM | 40.58K | SH | $5.95M 1.01% | 0.00 | 0.00 | 5.95M |