INDEPENDENCE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
57.2%
Top 10 weight
95.3%
Voting Authority Distribution
Total shares with voting rights: 22.48M
Full voting authority
22.48M
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 BD INDEX FDSSOLE | TOTAL BND MRKT | 8.58M | SH | $631.79M 23.10% | 8.58M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 2.70M | SH | $530.07M 19.38% | 2.70M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 5.35M | SH | $401.88M 14.69% | 5.35M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 904.11K | SH | $394.90M 14.44% | 904.11K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 420.60K | SH | $242.81M 8.88% | 420.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 476.20K | SH | $124.73M 4.56% | 476.20K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.98M | SH | $106.75M 3.90% | 1.98M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 297.34K | SH | $85.39M 3.12% | 297.34K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 257.04K | SH | $49.31M 1.80% | 257.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 58.36K | SH | $38.20M 1.40% | 58.36K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 441.12K | SH | $35.10M 1.28% | 441.12K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 400.60K | SH | $33.15M 1.21% | 400.60K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 169.20K | SH | $10.84M 0.40% | 169.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.44K | SH | $7.20M 0.26% | 22.44K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 17.67K | SH | $5.22M 0.19% | 17.67K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 99.94K | SH | $4.70M 0.17% | 99.94K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 46.24K | SH | $3.64M 0.13% | 46.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.21K | SH | $3.61M 0.13% | 14.21K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 16.03K | SH | $2.95M 0.11% | 16.03K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.31K | SH | $2.11M 0.08% | 27.31K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.35K | SH | $1.43M 0.05% | 3.35K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 20.95K | SH | $1.41M 0.05% | 20.95K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 14.30K | SH | $1.12M 0.04% | 14.30K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 11.67K | SH | $1.09M 0.04% | 11.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.63K | SH | $807.3K 0.03% | 4.63K | 0.00 | 0.00 |