QUINCY, IL
Allocation by class
Portfolio Concentration
Top 3 weight
16.1%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 1.72M
Full voting authority
949.51K
shares
Joint voting authority
767.06K
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 | TOTAL STK MKT | 38.28K | SH | $12.28M 7.30% | 37.44K | 835.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 118.75K | SH | $8.92M 5.30% | 106.06K | 12.69K | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 9.60K | SH | $5.92M 3.52% | 8.49K | 1.10K | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 19.96K | SH | $5.23M 3.11% | 19.36K | 606.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 47.35K | SH | $4.70M 2.79% | 46.06K | 1.28K | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 58.30K | SH | $4.57M 2.72% | 57.37K | 926.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 26.51K | SH | $4.50M 2.67% | 4.75K | 21.76K | 0.00 |
MICROSOFT CORPSOLE | COM | 10.87K | SH | $4.02M 2.39% | 4.03K | 6.84K | 0.00 |
CATERPILLAR INCSOLE | COM | 5.34K | SH | $3.79M 2.25% | 265.00 | 5.08K | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 60.59K | SH | $3.27M 1.95% | 58.61K | 1.98K | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 156.54K | SH | $3.19M 1.90% | 156.54K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 14.84K | SH | $3.07M 1.82% | 1.96K | 12.88K | 0.00 |
BROADCOM INCSOLE | COM | 9.35K | SH | $2.89M 1.72% | 90.00 | 9.26K | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 10.73K | SH | $2.79M 1.66% | 565.00 | 10.17K | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 20.84K | SH | $2.73M 1.62% | 914.00 | 19.92K | 0.00 |
ISHARES TRSOLE | TIPS BD ETF | 23.16K | SH | $2.56M 1.52% | 17.49K | 5.67K | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.90K | SH | $2.48M 1.47% | 25.55K | 348.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 7.89K | SH | $2.32M 1.38% | 1.82K | 6.08K | 0.00 |
MERCK & CO INCSOLE | COM | 19.20K | SH | $2.31M 1.37% | 1.68K | 17.52K | 0.00 |
ELI LILLY & COSOLE | COM | 2.43K | SH | $2.24M 1.33% | 400.00 | 2.03K | 0.00 |
ALTRIA GROUP INCSOLE | COM | 31.20K | SH | $2.06M 1.22% | 19.18K | 12.02K | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 21.72K | SH | $2.02M 1.20% | 333.00 | 21.38K | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | TAXABLE MUN BD | 73.46K | SH | $1.98M 1.18% | 73.46K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 23.80K | SH | $1.85M 1.10% | 2.70K | 21.10K | 0.00 |
AMEREN CORPSOLE | COM | 16.47K | SH | $1.81M 1.08% | 6.79K | 9.68K | 0.00 |