MIDDLEBURG HEIGHTS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
83.8%
Top 10 weight
99.1%
Voting Authority Distribution
Total shares with voting rights: 996.98K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
996.98K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 127.42K | SH | $76.14M 49.43% | 0.00 | 0.00 | 127.42K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 140.24K | SH | $40.27M 26.15% | 0.00 | 0.00 | 140.24K |
DIMENSIONAL ETF TRUSTSOLE | US REAL ESTATE E | 532.48K | SH | $12.59M 8.18% | 0.00 | 0.00 | 532.48K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 141.36K | SH | $11.08M 7.20% | 0.00 | 0.00 | 141.36K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.29K | SH | $8.03M 5.21% | 0.00 | 0.00 | 12.29K |
SHERWIN WILLIAMS COSOLE | COM | 5.53K | SH | $1.77M 1.15% | 0.00 | 0.00 | 5.53K |
ISHARES TRSOLE | CORE 60/40 BALAN | 11.26K | SH | $724.8K 0.47% | 0.00 | 0.00 | 11.26K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 7.93K | SH | $703.5K 0.46% | 0.00 | 0.00 | 7.93K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 7.82K | SH | $692.1K 0.45% | 0.00 | 0.00 | 7.82K |
AMAZON COM INCSOLE | COM | 2.74K | SH | $569.8K 0.37% | 0.00 | 0.00 | 2.74K |
NEXTERA ENERGY INCSOLE | COM | 4.05K | SH | $376.4K 0.24% | 0.00 | 0.00 | 4.05K |
PROGRESSIVE CORPSOLE | COM | 1.87K | SH | $370.7K 0.24% | 0.00 | 0.00 | 1.87K |
MICROSOFT CORPSOLE | COM | 655.00 | SH | $242.5K 0.16% | 0.00 | 0.00 | 655.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 505.00 | SH | $242.0K 0.16% | 0.00 | 0.00 | 505.00 |
APPLE INCSOLE | COM | 832.00 | SH | $211.2K 0.14% | 0.00 | 0.00 | 832.00 |