CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
14.7%
Top 10 weight
37.3%
Voting Authority Distribution
Total shares with voting rights: 12.88M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
12.88M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S P MID ETF ETFSOLE | ETF | 101.20K | SH | $6.3K 5.55% | 0.00 | 0.00 | 1.01M |
APPLE INCSOLE | COM | 21.05K | SH | $5.3K 4.64% | 0.00 | 0.00 | 210.48K |
ISHARES CORE S P 500 ETF S P 500 INDEX FDSOLE | ETF | 8.74K | SH | $5.1K 4.53% | 0.00 | 0.00 | 87.45K |
ISHARES ETF RUSSELL 2000SOLE | ETF | 22.31K | SH | $4.9K 4.34% | 0.00 | 0.00 | 223.09K |
BERKSHIRE HATHAWAY INC SERIES B NEWSOLE | COM | 9.68K | SH | $4.4K 3.86% | 0.00 | 0.00 | 96.78K |
INVESCO TR ETF S P 500 EQUAL WEIGHTSOLE | ETF | 23.34K | SH | $4.1K 3.60% | 0.00 | 0.00 | 233.41K |
ISHARES TREASURY ETF FLOATING RATE ETFSOLE | ETF | 78.77K | SH | $4.0K 3.50% | 0.00 | 0.00 | 787.71K |
MICROSOFT CORPSOLE | COM | 7K | SH | $3.0K 2.60% | 0.00 | 0.00 | 69.99K |
BERKSHIRE HATHAWAY INC CL ASOLE | COM | 4.00 | SH | $2.7K 2.40% | 0.00 | 0.00 | 4.00 |
ALPHABET INC NON VOTING CAP STK CL CSOLE | COM | 13.64K | SH | $2.6K 2.29% | 0.00 | 0.00 | 136.43K |
VANGUARD FTSE ETF DEVELOPED MARKETS ETFSOLE | ETF | 50.89K | SH | $2.4K 2.14% | 0.00 | 0.00 | 508.86K |
INTUITIVE SURGICAL INC COM NEWSOLE | COM | 4.30K | SH | $2.2K 1.97% | 0.00 | 0.00 | 42.98K |
AMAZON COM INCSOLE | COM | 7.58K | SH | $1.7K 1.46% | 0.00 | 0.00 | 75.77K |
ELI LILLY COSOLE | COM | 2.03K | SH | $1.6K 1.38% | 0.00 | 0.00 | 20.27K |
VANGUARD DIVIDEND ETF APPRECIATIONSOLE | ETF | 7.87K | SH | $1.5K 1.36% | 0.00 | 0.00 | 78.66K |
FIRST TR VALUE LINE ETFSOLE | ETF | 34.67K | SH | $1.5K 1.33% | 0.00 | 0.00 | 346.68K |
PUT SPY OPTIONSOLE | OPT | 2.71K | SH | $1.5K 1.33% | 0.00 | 0.00 | 27.10K |
APOLLO GLOBAL MGMT INC NEWSOLE | COM | 8.71K | SH | $1.4K 1.27% | 0.00 | 0.00 | 87.15K |
BROADCOM INCSOLE | COM | 5.86K | SH | $1.4K 1.19% | 0.00 | 0.00 | 58.56K |
VANGUARD INDEX FDS ETF S P 500 ETF SHS NEWSOLE | ETF | 2.42K | SH | $1.3K 1.15% | 0.00 | 0.00 | 24.20K |
FIRST TR FD VIII ETF TCW UNCONSTRAINED PLUS BONDSOLE | ETF | 50.95K | SH | $1.3K 1.10% | 0.00 | 0.00 | 509.48K |
ISHARES CORE TOTAL ETF USD BOND MARKETSOLE | ETF | 24.47K | SH | $1.1K 0.97% | 0.00 | 0.00 | 244.68K |
JPMORGAN CHASE COSOLE | COM | 4.60K | SH | $1.1K 0.97% | 0.00 | 0.00 | 45.97K |
CAPITAL GRP GROWTH ETF CREATION UNITSOLE | ETF | 28.65K | SH | $1.1K 0.94% | 0.00 | 0.00 | 286.49K |
SPDR S P 500 TRUST ETFSOLE | ETF | 1.81K | SH | $1.1K 0.93% | 0.00 | 0.00 | 18.09K |