MASON, OH
Allocation by class
Portfolio Concentration
Top 3 weight
23.4%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 15.84M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
15.84M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.54M | SH | $113.67M 8.07% | 0.00 | 0.00 | 1.54M |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 1.41M | SH | $109.16M 7.75% | 0.00 | 0.00 | 1.41M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 332.38K | SH | $106.63M 7.57% | 0.00 | 0.00 | 332.38K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 162.32K | SH | $97.00M 6.89% | 0.00 | 0.00 | 162.32K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 494.02K | SH | $96.93M 6.88% | 0.00 | 0.00 | 494.02K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 397.93K | SH | $86.45M 6.14% | 0.00 | 0.00 | 397.93K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 316.20K | SH | $82.82M 5.88% | 0.00 | 0.00 | 316.20K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 723.49K | SH | $54.33M 3.86% | 0.00 | 0.00 | 723.49K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 639.29K | SH | $50.13M 3.56% | 0.00 | 0.00 | 639.29K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 537.83K | SH | $47.71M 3.39% | 0.00 | 0.00 | 537.83K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 287.10K | SH | $41.86M 2.97% | 0.00 | 0.00 | 287.10K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 630.01K | SH | $40.37M 2.87% | 0.00 | 0.00 | 630.01K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 488.45K | SH | $40.26M 2.86% | 0.00 | 0.00 | 488.45K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 408.01K | SH | $39.87M 2.83% | 0.00 | 0.00 | 408.01K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 511.01K | SH | $39.40M 2.80% | 0.00 | 0.00 | 511.01K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 738.95K | SH | $36.91M 2.62% | 0.00 | 0.00 | 738.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 459.76K | SH | $36.44M 2.59% | 0.00 | 0.00 | 459.76K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 751.54K | SH | $36.11M 2.56% | 0.00 | 0.00 | 751.54K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 782.27K | SH | $30.40M 2.16% | 0.00 | 0.00 | 782.27K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 528.68K | SH | $28.58M 2.03% | 0.00 | 0.00 | 528.68K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 715.58K | SH | $26.30M 1.87% | 0.00 | 0.00 | 715.58K |
ISHARES TRSOLE | CORE US AGGBD ET | 262.94K | SH | $26.10M 1.85% | 0.00 | 0.00 | 262.94K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 646.21K | SH | $22.96M 1.63% | 0.00 | 0.00 | 646.21K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 447.28K | SH | $15.06M 1.07% | 0.00 | 0.00 | 447.28K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 110.14K | SH | $11.00M 0.78% | 0.00 | 0.00 | 110.14K |