MIAMI TOWNSHIP, OH
Allocation by class
Portfolio Concentration
Top 3 weight
30.4%
Top 10 weight
57.1%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.03M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | 1 3 YR TREAS BD | 292.45K | SH | $24.15M 11.63% | 0.00 | 0.00 | 292.45K |
ISHARES TRSOLE | CORE S&P US VLU | 201.79K | SH | $20.63M 9.94% | 0.00 | 0.00 | 201.79K |
ISHARES TRSOLE | CORE S&P US GWT | 118.65K | SH | $18.40M 8.86% | 0.00 | 0.00 | 118.65K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 159.57K | SH | $15.87M 7.64% | 0.00 | 0.00 | 159.57K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 289.05K | SH | $11.26M 5.42% | 0.00 | 0.00 | 289.05K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 44.75K | SH | $8.59M 4.14% | 0.00 | 0.00 | 44.75K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 75.61K | SH | $5.38M 2.59% | 0.00 | 0.00 | 75.61K |
ISHARES TRSOLE | CORE S&P MCP ETF | 72.80K | SH | $4.92M 2.37% | 0.00 | 0.00 | 72.80K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 24.04K | SH | $4.72M 2.27% | 0.00 | 0.00 | 24.04K |
APPLE INCSOLE | COM | 18.34K | SH | $4.65M 2.24% | 0.00 | 0.00 | 18.34K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.70K | SH | $4.24M 2.04% | 0.00 | 0.00 | 9.70K |
ISHARES TRSOLE | CORE MSCI EAFE | 41.97K | SH | $3.80M 1.83% | 0.00 | 0.00 | 41.97K |
ISHARES INCSOLE | MSCI EMRG CHN | 48.03K | SH | $3.78M 1.82% | 0.00 | 0.00 | 48.03K |
NVIDIA CORPORATIONSOLE | COM | 17.46K | SH | $3.05M 1.47% | 0.00 | 0.00 | 17.46K |
INTEL CORPSOLE | COM | 56.87K | SH | $2.51M 1.21% | 0.00 | 0.00 | 56.87K |
MICROSOFT CORPSOLE | COM | 6.37K | SH | $2.36M 1.13% | 0.00 | 0.00 | 6.37K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 3.25K | SH | $2.27M 1.09% | 0.00 | 0.00 | 3.25K |
AMAZON COM INCSOLE | COM | 9.48K | SH | $1.97M 0.95% | 0.00 | 0.00 | 9.48K |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 18.59K | SH | $1.86M 0.90% | 0.00 | 0.00 | 18.59K |
ALPHABET INCSOLE | CAP STK CL A | 6.26K | SH | $1.80M 0.87% | 0.00 | 0.00 | 6.26K |
JPMORGAN CHASE & COSOLE | COM | 5.72K | SH | $1.68M 0.81% | 0.00 | 0.00 | 5.72K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.55K | SH | $1.62M 0.78% | 0.00 | 0.00 | 7.55K |
ISHARES TRSOLE | TRUST ISHARE 0-1 | 14.54K | SH | $1.60M 0.77% | 0.00 | 0.00 | 14.54K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.73K | SH | $1.58M 0.76% | 0.00 | 0.00 | 2.73K |
FIDELITY COVINGTON TRUSTSOLE | MSCI RL EST ETF | 57.28K | SH | $1.54M 0.74% | 0.00 | 0.00 | 57.28K |