COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
46.3%
Top 10 weight
69.7%
Voting Authority Distribution
Total shares with voting rights: 1.98M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.98M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 87.65K | SH | $60.20M 30.40% | 0.00 | 0.00 | 87.65K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREAT UNIT | 414.86K | SH | $17.56M 8.87% | 0.00 | 0.00 | 414.86K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 37.63K | SH | $13.93M 7.03% | 0.00 | 0.00 | 37.63K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 15.75K | SH | $11.76M 5.94% | 0.00 | 0.00 | 15.75K |
GOLDMAN SACHS ETF TRSOLE | ULTR SHOR BD ETF | 164.30K | SH | $8.31M 4.20% | 0.00 | 0.00 | 164.30K |
WISDOMTREE TRSOLE | DYNAMIC INTL EQT | 137.88K | SH | $6.37M 3.22% | 0.00 | 0.00 | 137.88K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 94.92K | SH | $5.37M 2.71% | 0.00 | 0.00 | 94.92K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 17.68K | SH | $5.36M 2.71% | 0.00 | 0.00 | 17.68K |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 121.73K | SH | $4.95M 2.50% | 0.00 | 0.00 | 121.73K |
ABBVIE INCSOLE | COM | 16.58K | SH | $4.17M 2.11% | 0.00 | 0.00 | 16.58K |
APPLE INCSOLE | COM | 12.25K | SH | $3.55M 1.79% | 0.00 | 0.00 | 12.25K |
ABBOTT LABORATORIESSOLE | COM | 27.11K | SH | $2.46M 1.24% | 0.00 | 0.00 | 27.11K |
NVIDIA CORPORATIONSOLE | COM | 10.67K | SH | $2.14M 1.08% | 0.00 | 0.00 | 10.67K |
JPMORGAN CHASE & COSOLE | COM | 6.20K | SH | $2.03M 1.03% | 0.00 | 0.00 | 6.20K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 15.24K | SH | $1.78M 0.90% | 0.00 | 0.00 | 15.24K |
MICROSOFT CORPSOLE | COM | 4.44K | SH | $1.66M 0.84% | 0.00 | 0.00 | 4.44K |
CAPITAL GROUP EQUITY ETF TRSOLE | US SM MI CA ETF | 47.08K | SH | $1.55M 0.78% | 0.00 | 0.00 | 47.08K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 10.90K | SH | $1.36M 0.68% | 0.00 | 0.00 | 10.90K |
WISDOMTREE TRSOLE | INTL EQUITY FD | 16.75K | SH | $1.23M 0.62% | 0.00 | 0.00 | 16.75K |
BATH & BODY WORKS INCSOLE | COM | 48.73K | SH | $1.13M 0.57% | 0.00 | 0.00 | 48.73K |
MANHATTAN BRDG CAP INCSOLE | COM | 214.70K | SH | $970.4K 0.49% | 0.00 | 0.00 | 214.70K |
META PLATFORMS INCSOLE | CL A | 1.71K | SH | $960.4K 0.48% | 0.00 | 0.00 | 1.71K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.25K | SH | $938.3K 0.47% | 0.00 | 0.00 | 1.25K |
WORTHINGTON ENTERPRISES INCSOLE | COM | 15.61K | SH | $839.0K 0.42% | 0.00 | 0.00 | 15.61K |
ROCKWELL AUTOMATION INCSOLE | COM | 1.66K | SH | $822.8K 0.42% | 0.00 | 0.00 | 1.66K |