COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
13.7%
Top 10 weight
33.5%
Voting Authority Distribution
Total shares with voting rights: 14.14M
Full voting authority
14.14M
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 |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 803.43K | SH | $34.18M 4.81% | 803.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 128.02K | SH | $33.53M 4.72% | 128.02K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 733.48K | SH | $29.48M 4.15% | 733.48K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 740.21K | SH | $28.76M 4.05% | 740.21K | 0.00 | 0.00 |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 536.23K | SH | $20.60M 2.90% | 536.23K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 246.62K | SH | $19.55M 2.75% | 246.62K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 509.88K | SH | $18.12M 2.55% | 509.88K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 56.31K | SH | $18.06M 2.54% | 56.31K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 130.16K | SH | $18.00M 2.54% | 130.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 255.05K | SH | $17.22M 2.43% | 255.05K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CR ETF | 316.35K | SH | $17.13M 2.41% | 316.35K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 185.23K | SH | $16.97M 2.39% | 185.23K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 137.08K | SH | $12.16M 1.71% | 137.08K | 0.00 | 0.00 |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 487.64K | SH | $10.89M 1.53% | 487.64K | 0.00 | 0.00 |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 536.21K | SH | $10.52M 1.48% | 536.21K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 26.12K | SH | $9.71M 1.37% | 26.12K | 0.00 | 0.00 |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 284.23K | SH | $9.48M 1.34% | 284.23K | 0.00 | 0.00 |
VISTANCE NETWORKS INCSOLE | COM | 519.52K | SH | $9.46M 1.33% | 519.52K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 63.03K | SH | $9.33M 1.31% | 63.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 190.45K | SH | $9.12M 1.28% | 190.45K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 110.10K | SH | $9.11M 1.28% | 110.10K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 206K | SH | $8.70M 1.23% | 206K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 152.87K | SH | $8.25M 1.16% | 152.87K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQT PWR BUF | 206.50K | SH | $8.22M 1.16% | 206.50K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 177.19K | SH | $8.17M 1.15% | 177.19K | 0.00 | 0.00 |