INDEPENDENCE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
23.9%
Top 10 weight
63.0%
Voting Authority Distribution
Total shares with voting rights: 4.34M
Full voting authority
4.34M
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 | 63.77K | SH | $38.11M 10.06% | 63.77K | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 137.03K | SH | $26.30M 6.94% | 137.03K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 45.36K | SH | $26.18M 6.91% | 45.36K | 0.00 | 0.00 |
ISHARES S&P 500 INDEXSOLE | ETF | 38.89K | SH | $25.39M 6.70% | 38.89K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 370.68K | SH | $23.75M 6.27% | 370.68K | 0.00 | 0.00 |
WISDOMTREE LARGE CAP DIVIDENDSOLE | ETF | 262.86K | SH | $23.48M 6.20% | 262.86K | 0.00 | 0.00 |
VANGUARD SHORT TERM INFL-PROTECTEDSOLE | ETF | 1.10M | SH | $20.17M 5.32% | 1.10M | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 93.34K | SH | $19.21M 5.07% | 93.34K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | ETF | 207.49K | SH | $18.78M 4.96% | 207.49K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 141.14K | SH | $17.54M 4.63% | 141.14K | 0.00 | 0.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 206.48K | SH | $13.94M 3.68% | 206.48K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKTSSOLE | ETF | 140.86K | SH | $9.83M 2.59% | 140.86K | 0.00 | 0.00 |
RPM INTL INC COMSOLE | Stock | 205.01K | SH | $9.45M 2.49% | 205.01K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 179.16K | SH | $8.61M 2.27% | 179.16K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 158.40K | SH | $8.56M 2.26% | 158.40K | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOME ETFSOLE | ETF | 149.55K | SH | $8.48M 2.24% | 149.55K | 0.00 | 0.00 |
VANGUARD LARGE CAPSOLE | ETF | 26.71K | SH | $7.98M 2.11% | 26.71K | 0.00 | 0.00 |
VANGUARD REIT INDEX ETFSOLE | ETF | 85.55K | SH | $7.59M 2.00% | 85.54K | 0.00 | 0.00 |
ISHARES RUSSELL 2000 ETFSOLE | ETF | 19.06K | SH | $4.73M 1.25% | 19.06K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 11.93K | SH | $3.83M 1.01% | 11.93K | 0.00 | 0.00 |
ISHARES U.S. REAL ESTATE ETFSOLE | ETF | 34.53K | SH | $3.26M 0.86% | 34.53K | 0.00 | 0.00 |
VANGUARD S&P ETF SMALL CAP 600SOLE | ETF | 25.87K | SH | $2.97M 0.78% | 25.87K | 0.00 | 0.00 |
VANGUARD TOTAL BOND MARKET ETFSOLE | ETF | 39.12K | SH | $2.88M 0.76% | 39.12K | 0.00 | 0.00 |
VANGUARD S&P MID-CAP 400 INDEX ETFSOLE | ETF | 24.30K | SH | $2.78M 0.73% | 24.30K | 0.00 | 0.00 |
ISHARES AGGREGATE BOND ETFSOLE | ETF | 27.07K | SH | $2.69M 0.71% | 27.07K | 0.00 | 0.00 |