SOUTH BEND, IN
Allocation by class
Portfolio Concentration
Top 3 weight
16.6%
Top 10 weight
38.3%
Voting Authority Distribution
Total shares with voting rights: 2.82M
Full voting authority
2.82M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 89.54K | SH | $22.73M 6.40% | 89.54K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 21.37K | SH | $19.65M 5.53% | 21.37K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 57.65K | SH | $16.54M 4.66% | 57.65K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.25K | SH | $13.42M 3.78% | 36.25K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.53K | SH | $12.68M 3.57% | 39.53K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 38.84K | SH | $11.43M 3.22% | 38.84K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.10K | SH | $11.07M 3.12% | 23.10K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 83.09K | SH | $10.33M 2.91% | 83.09K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 43.85K | SH | $9.43M 2.65% | 43.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30.15K | SH | $8.67M 2.44% | 30.15K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 339.86K | SH | $8.53M 2.40% | 339.86K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 60.65K | SH | $8.39M 2.36% | 60.65K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 34.03K | SH | $8.32M 2.34% | 34.03K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 93K | SH | $7.22M 2.03% | 93K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.23K | SH | $6.11M 1.72% | 10.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 33.23K | SH | $5.80M 1.63% | 33.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 8.00 | SH | $5.75M 1.62% | 8.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 18.77K | SH | $5.67M 1.60% | 18.77K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 36.49K | SH | $5.40M 1.52% | 36.49K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 27.22K | SH | $5.25M 1.48% | 27.22K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 23.97K | SH | $5.21M 1.47% | 23.97K | 0.00 | 0.00 |
NORTHERN TR CORPSOLE | COM | 34.80K | SH | $4.86M 1.37% | 34.80K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 74.27K | SH | $4.64M 1.31% | 74.27K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 26.27K | SH | $4.46M 1.25% | 26.27K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 29.49K | SH | $4.26M 1.20% | 29.49K | 0.00 | 0.00 |