COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
62.9%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 6.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUI MARK ETF | 2.41M | SH | $199.86M 45.32% | 0.00 | 0.00 | 2.41M |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 818.44K | SH | $38.94M 8.83% | 0.00 | 0.00 | 818.44K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 367.08K | SH | $38.80M 8.80% | 0.00 | 0.00 | 367.08K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 396.32K | SH | $27.80M 6.30% | 0.00 | 0.00 | 396.32K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 238.25K | SH | $18.45M 4.18% | 0.00 | 0.00 | 238.25K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 467.27K | SH | $14.02M 3.18% | 0.00 | 0.00 | 467.27K |
APPLE INCSOLE | COM | 39.46K | SH | $13.14M 2.98% | 0.00 | 0.00 | 39.46K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 192.91K | SH | $10.78M 2.44% | 0.00 | 0.00 | 192.91K |
NVIDIA CORPORATIONSOLE | COM | 35.66K | SH | $8.14M 1.85% | 0.00 | 0.00 | 35.66K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 64.85K | SH | $8.12M 1.84% | 0.00 | 0.00 | 64.85K |
ALPHABET INCSOLE | CAP STK CL C | 16.71K | SH | $5.70M 1.29% | 0.00 | 0.00 | 16.71K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 89K | SH | $4.66M 1.06% | 0.00 | 0.00 | 89K |
ISHARES TRSOLE | RUS 1000 ETF | 9.56K | SH | $3.98M 0.90% | 0.00 | 0.00 | 9.56K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.45K | SH | $3.71M 0.84% | 0.00 | 0.00 | 7.45K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 7.80K | SH | $2.92M 0.66% | 0.00 | 0.00 | 7.80K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 68.06K | SH | $2.82M 0.64% | 0.00 | 0.00 | 68.06K |
AMAZON COM INCSOLE | COM | 9.75K | SH | $2.43M 0.55% | 0.00 | 0.00 | 9.75K |
MICROSOFT CORPSOLE | COM | 4K | SH | $2.05M 0.47% | 0.00 | 0.00 | 4K |
WORTHINGTON ENTERPRISES INCSOLE | COM | 31.24K | SH | $1.86M 0.42% | 0.00 | 0.00 | 31.24K |
JPMORGAN CHASE & COSOLE | COM | 5.13K | SH | $1.70M 0.38% | 0.00 | 0.00 | 5.13K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 83.24K | SH | $1.68M 0.38% | 0.00 | 0.00 | 83.24K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 88.35K | SH | $1.61M 0.36% | 0.00 | 0.00 | 88.35K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 95.91K | SH | $1.55M 0.35% | 0.00 | 0.00 | 95.91K |
WORTHINGTON STL INCSOLE | COM SHS | 42.26K | SH | $1.49M 0.34% | 0.00 | 0.00 | 42.26K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2031 CP | 91.32K | SH | $1.44M 0.33% | 0.00 | 0.00 | 91.32K |