COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
34.8%
Top 10 weight
61.2%
Voting Authority Distribution
Total shares with voting rights: 16.61M
Full voting authority
16.61M
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 |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Cl BSOLE | CL B NEW | 578.26K | SH | $154.4K 18.96% | 578.26K | 0.00 | 0.00 |
Schwab Fundamental Intl Lg Co ETFSOLE | SCHWB FDT INT LG | 3.15M | SH | $79.1K 9.72% | 3.15M | 0.00 | 0.00 |
Berkshire HathawaySOLE | CL A | 123.00 | SH | $50.0K 6.14% | 123.00 | 0.00 | 0.00 |
iShares MSCI Intl Quality Factor ETFSOLE | MSCI INTL QUALTY | 1.46M | SH | $40.5K 4.97% | 1.46M | 0.00 | 0.00 |
Vanguard Dividend Appreciation ETFSOLE | DIV APP ETF | 286.54K | SH | $38.7K 4.76% | 286.54K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL EQTY FACTOR | 1.61M | SH | $33.8K 4.15% | 1.61M | 0.00 | 0.00 |
Schwab US Large Cap ETFSOLE | US LRG CAP ETF | 731.25K | SH | $31.0K 3.80% | 731.25K | 0.00 | 0.00 |
Advanced Drainage Systems, Inc.SOLE | COM | 237.20K | SH | $29.5K 3.62% | 237.20K | 0.00 | 0.00 |
Invesco FTSE RAFI Dev Mkts ex-US ETFSOLE | FTSE RAFI DEV | 595.97K | SH | $20.9K 2.57% | 595.97K | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 150.34K | SH | $20.8K 2.55% | 150.34K | 0.00 | 0.00 |
Harbor Long Term GrowersSOLE | LONG TERM GROWER | 1.14M | SH | $15.8K 1.94% | 1.14M | 0.00 | 0.00 |
JPMorgan Ultra-Short Income ETFSOLE | ULTRA SHRT INC | 311.86K | SH | $15.6K 1.92% | 311.86K | 0.00 | 0.00 |
Elements Rogers Intl Commodity ETNSOLE | ROG TTL ETN 22 | 1.80M | SH | $14.1K 1.73% | 1.80M | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 43.06K | SH | $10.0K 1.23% | 43.06K | 0.00 | 0.00 |
Lilly Eli & CompanySOLE | COM | 25.61K | SH | $8.3K 1.02% | 25.61K | 0.00 | 0.00 |
iShares Russell 1000 Index ETFSOLE | RUS 1000 ETF | 41.41K | SH | $8.2K 1.00% | 41.41K | 0.00 | 0.00 |
SPDR Technology Select Sec ETFSOLE | TECHNOLOGY | 53.96K | SH | $6.4K 0.79% | 53.96K | 0.00 | 0.00 |
iShares iBonds Dec 2027 Term Corporate ETFSOLE | IBONDS 27 ETF | 274.80K | SH | $6.3K 0.78% | 274.80K | 0.00 | 0.00 |
iShares iBonds Dec 2026 Term Corporate ETFSOLE | IBONDS DEC2026 | 268.05K | SH | $6.2K 0.76% | 268.05K | 0.00 | 0.00 |
Emerson ElectricSOLE | COM | 78.16K | SH | $5.7K 0.70% | 78.16K | 0.00 | 0.00 |
Procter & GambleSOLE | COM | 42.33K | SH | $5.3K 0.66% | 42.33K | 0.00 | 0.00 |
JP Morgan Chase & Co.SOLE | COM | 38.85K | SH | $4.1K 0.50% | 38.85K | 0.00 | 0.00 |
Bristol-Myers SquibbSOLE | COM | 56.46K | SH | $4.0K 0.49% | 56.46K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 45.87K | SH | $4.0K 0.49% | 45.87K | 0.00 | 0.00 |
iShares iBonds Dec 2026 Term Muni Bond ETFSOLE | IBONDS DEC 26 | 160.69K | SH | $4.0K 0.49% | 160.69K | 0.00 | 0.00 |