COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
37.2%
Voting Authority Distribution
Total shares with voting rights: 15.09M
Full voting authority
15.09M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 160.87K | SH | $48.76M 5.86% | 160.87K | 0.00 | 0.00 |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREAT UNIT | 924.31K | SH | $45.55M 5.48% | 924.31K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREAT UNIT | 889.66K | SH | $41.99M 5.05% | 889.66K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 729.79K | SH | $32.37M 3.89% | 729.79K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 396.97K | SH | $30.61M 3.68% | 396.97K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREAT UNIT | 597.76K | SH | $26.59M 3.20% | 597.76K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 282.05K | SH | $22.29M 2.68% | 282.05K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 134.24K | SH | $21.07M 2.53% | 134.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 55.34K | SH | $20.48M 2.46% | 55.34K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 530.54K | SH | $19.77M 2.38% | 530.54K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 321.18K | SH | $19.36M 2.33% | 321.18K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 321.15K | SH | $17.56M 2.11% | 321.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 175.09K | SH | $16.88M 2.03% | 175.09K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREAT UNIT | 284K | SH | $12.02M 1.45% | 284K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 519.41K | SH | $11.58M 1.39% | 519.41K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 566.70K | SH | $11.12M 1.34% | 566.70K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 136.36K | SH | $10.83M 1.30% | 136.36K | 0.00 | 0.00 |
PGIM ROCK ETF TRSOLE | LADDE S&P 12 ETF | 325.35K | SH | $10.43M 1.25% | 325.35K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 24.64K | SH | $10.36M 1.25% | 24.64K | 0.00 | 0.00 |
PGIM ROCK ETF TRSOLE | LADDE S&P 20 ETF | 336.79K | SH | $10.32M 1.24% | 336.79K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 61.50K | SH | $9.72M 1.17% | 61.50K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 31.44K | SH | $9.53M 1.15% | 31.44K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 196.21K | SH | $9.37M 1.13% | 196.21K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 211.29K | SH | $8.92M 1.07% | 211.29K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 107.01K | SH | $8.84M 1.06% | 107.01K | 0.00 | 0.00 |