DUBLIN, OH
Allocation by class
Portfolio Concentration
Top 3 weight
31.3%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 10.45M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
10.45M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 852.88K | SH | $167.33M 14.25% | 0.00 | 0.00 | 852.88K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 325.66K | SH | $142.24M 12.11% | 0.00 | 0.00 | 325.66K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 179.89K | SH | $57.71M 4.91% | 0.00 | 0.00 | 179.89K |
NVIDIA CORPORATIONSOLE | COM | 250.86K | SH | $43.75M 3.73% | 0.00 | 0.00 | 250.86K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.03M | SH | $40.20M 3.42% | 0.00 | 0.00 | 1.03M |
APPLE INCSOLE | COM | 141.16K | SH | $35.82M 3.05% | 0.00 | 0.00 | 141.16K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 368.29K | SH | $28.42M 2.42% | 0.00 | 0.00 | 368.29K |
MICROSOFT CORPSOLE | COM | 62.50K | SH | $23.14M 1.97% | 0.00 | 0.00 | 62.50K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 590.89K | SH | $20.01M 1.70% | 0.00 | 0.00 | 590.89K |
AMAZON COM INCSOLE | COM | 75.08K | SH | $15.64M 1.33% | 0.00 | 0.00 | 75.08K |
ALPHABET INCSOLE | CAP STK CL A | 47.86K | SH | $13.76M 1.17% | 0.00 | 0.00 | 47.86K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 56.40K | SH | $12.25M 1.04% | 0.00 | 0.00 | 56.40K |
BROADCOM INCSOLE | COM | 39.51K | SH | $12.23M 1.04% | 0.00 | 0.00 | 39.51K |
ALPHABET INCSOLE | CAP STK CL C | 42.15K | SH | $12.09M 1.03% | 0.00 | 0.00 | 42.15K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 218.73K | SH | $11.82M 1.01% | 0.00 | 0.00 | 218.73K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 63.40K | SH | $11.68M 0.99% | 0.00 | 0.00 | 63.40K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 44.07K | SH | $11.34M 0.97% | 0.00 | 0.00 | 44.07K |
META PLATFORMS INCSOLE | CL A | 19.48K | SH | $11.15M 0.95% | 0.00 | 0.00 | 19.48K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 421.98K | SH | $10.59M 0.90% | 0.00 | 0.00 | 421.98K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 358.14K | SH | $10.43M 0.89% | 0.00 | 0.00 | 358.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.90K | SH | $8.10M 0.69% | 0.00 | 0.00 | 16.90K |
JPMORGAN CHASE & COSOLE | COM | 26.97K | SH | $7.93M 0.68% | 0.00 | 0.00 | 26.97K |
TESLA INCSOLE | COM | 21.25K | SH | $7.90M 0.67% | 0.00 | 0.00 | 21.25K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 24.93K | SH | $7.54M 0.64% | 0.00 | 0.00 | 24.93K |
ELI LILLY & COSOLE | COM | 8.05K | SH | $7.40M 0.63% | 0.00 | 0.00 | 8.05K |