WESTERVILLE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
23.3%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 1.52M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.52M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSS&P 500 ETF SHSSOLE | ETF | 27.91K | SH | $15.86M 12.67% | 0.00 | 0.00 | 27.91K |
ISHARES TRMSCI EAFE ETFSOLE | ETF | 75.32K | SH | $6.73M 5.38% | 0.00 | 0.00 | 75.32K |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETFSOLE | ETF | 128.84K | SH | $6.53M 5.22% | 0.00 | 0.00 | 128.84K |
ISHARES TRIBDS DEC28 ETFSOLE | ETF | 195.83K | SH | $4.98M 3.98% | 0.00 | 0.00 | 195.83K |
ISHARES TRIBONDS 27 ETFSOLE | ETF | 203.15K | SH | $4.93M 3.94% | 0.00 | 0.00 | 203.15K |
ISHARES TRCORE S&P500 ETFSOLE | ETF | 7.65K | SH | $4.75M 3.80% | 0.00 | 0.00 | 7.65K |
VANGUARD ADMIRAL FDS INC500 GRTH IDX FSOLE | ETF | 10.18K | SH | $4.04M 3.23% | 0.00 | 0.00 | 10.18K |
VANGUARD ADMIRAL FDS INC500 VAL IDX FDSOLE | ETF | 18.90K | SH | $3.57M 2.85% | 0.00 | 0.00 | 18.90K |
ISHARES TRCORE DIV GRWTHSOLE | ETF | 53.53K | SH | $3.42M 2.74% | 0.00 | 0.00 | 53.53K |
SPDR GOLD TRSOLE | ETF | 11.18K | SH | $3.41M 2.72% | 0.00 | 0.00 | 11.18K |
ISHARES TRIBONDS DEC2026SOLE | ETF | 131.76K | SH | $3.20M 2.55% | 0.00 | 0.00 | 131.76K |
VANGUARD INDEX FDSTOTAL STK MKTSOLE | ETF | 10.48K | SH | $3.18M 2.55% | 0.00 | 0.00 | 10.48K |
SPDR S&P 500 ETF TRSOLE | ETF | 4.88K | SH | $3.01M 2.41% | 0.00 | 0.00 | 4.88K |
VANGUARD SPECIALIZED FUNDSDIV APP ETFSOLE | ETF | 13.57K | SH | $2.78M 2.22% | 0.00 | 0.00 | 13.57K |
ISHARES TRCORE S&P US VLUSOLE | ETF | 25.89K | SH | $2.45M 1.96% | 0.00 | 0.00 | 25.89K |
ISHARES TRIBONDS DEC 29SOLE | ETF | 84.84K | SH | $1.98M 1.58% | 0.00 | 0.00 | 84.84K |
MICROSOFT CORPSOLE | COM | 3.93K | SH | $1.95M 1.56% | 0.00 | 0.00 | 3.93K |
BLACKROCK ETF TRUST IISOLE | ETF | 36.20K | SH | $1.91M 1.53% | 0.00 | 0.00 | 36.20K |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGTSOLE | ETF | 10.12K | SH | $1.84M 1.47% | 0.00 | 0.00 | 10.12K |
AMAZON COM INCSOLE | COM | 6.33K | SH | $1.39M 1.11% | 0.00 | 0.00 | 6.33K |
VANGUARD INDEX FDSMID CAP ETFSOLE | ETF | 4.14K | SH | $1.16M 0.93% | 0.00 | 0.00 | 4.14K |
ISHARES TRIBONDS DEC 2030SOLE | ETF | 51.87K | SH | $1.14M 0.91% | 0.00 | 0.00 | 51.87K |
ISHARES TRCORE MSCI EUROSOLE | ETF | 15.89K | SH | $1.05M 0.84% | 0.00 | 0.00 | 15.89K |
APPLE INCSOLE | COM | 5.10K | SH | $1.05M 0.84% | 0.00 | 0.00 | 5.10K |
TRACTOR SUPPLY COSOLE | COM | 17.77K | SH | $937.7K 0.75% | 0.00 | 0.00 | 17.77K |