INDEPENDENCE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
25.3%
Top 10 weight
63.5%
Voting Authority Distribution
Total shares with voting rights: 4.51M
Full voting authority
4.51M
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 S&P 500 ETFSOLE | ETF | 70.15K | SH | $48.18M 11.02% | 70.15K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 45.77K | SH | $33.71M 7.71% | 45.77K | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 136.07K | SH | $28.95M 6.62% | 136.07K | 0.00 | 0.00 |
ISHARES S&P 500 INDEXSOLE | ETF | 38.54K | SH | $28.86M 6.60% | 38.54K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 386.63K | SH | $27.55M 6.30% | 386.63K | 0.00 | 0.00 |
WISDOMTREE LARGE CAP DIVIDENDSOLE | ETF | 262.39K | SH | $25.27M 5.78% | 262.39K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 94.67K | SH | $23.31M 5.33% | 94.67K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 140.69K | SH | $20.87M 4.77% | 140.69K | 0.00 | 0.00 |
VANGUARD SHORT TERM INFL-PROTECTEDSOLE | ETF | 1.11M | SH | $20.68M 4.73% | 1.11M | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | ETF | 211.59K | SH | $20.44M 4.67% | 211.59K | 0.00 | 0.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 211.92K | SH | $16.34M 3.74% | 211.92K | 0.00 | 0.00 |
RPM INTL INC COMSOLE | Stock | 245.52K | SH | $13.54M 3.10% | 245.52K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKTSSOLE | ETF | 141.33K | SH | $11.71M 2.68% | 141.33K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 174.42K | SH | $10.41M 2.38% | 174.42K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 204.62K | SH | $9.91M 2.27% | 204.62K | 0.00 | 0.00 |
VANGUARD LARGE CAPSOLE | ETF | 25.84K | SH | $8.89M 2.03% | 25.84K | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 152.70K | SH | $8.62M 1.97% | 152.70K | 0.00 | 0.00 |
VANGUARD REIT INDEX ETFSOLE | ETF | 83.60K | SH | $8.06M 1.84% | 83.60K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 18.82K | SH | $5.65M 1.29% | 18.82K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 12.26K | SH | $4.54M 1.04% | 12.26K | 0.00 | 0.00 |
ISHARES U.S. REAL ESTATE ETFSOLE | ETF | 36.28K | SH | $3.71M 0.85% | 36.28K | 0.00 | 0.00 |
VANGUARD S&P ETF SMALL CAP 600SOLE | ETF | 26.17K | SH | $3.60M 0.82% | 26.17K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 44.69K | SH | $3.28M 0.75% | 44.69K | 0.00 | 0.00 |
VANGUARD S&P MID-CAP 400 INDEX ETFSOLE | ETF | 24.86K | SH | $3.24M 0.74% | 24.86K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 10.35K | SH | $3.14M 0.72% | 10.35K | 0.00 | 0.00 |