COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
59.3%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 6.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 2.33M | SH | $164.91M 40.09% | 0.00 | 0.00 | 2.33M |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 797.92K | SH | $39.89M 9.70% | 0.00 | 0.00 | 797.92K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 404.48K | SH | $39.11M 9.51% | 0.00 | 0.00 | 404.48K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 382.68K | SH | $28.18M 6.85% | 0.00 | 0.00 | 382.68K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 545.53K | SH | $20.05M 4.87% | 0.00 | 0.00 | 545.53K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 230.12K | SH | $16.37M 3.98% | 0.00 | 0.00 | 230.12K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 467.68K | SH | $11.99M 2.91% | 0.00 | 0.00 | 467.68K |
APPLE INCSOLE | COM | 39.14K | SH | $9.93M 2.41% | 0.00 | 0.00 | 39.14K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 185.04K | SH | $9.77M 2.37% | 0.00 | 0.00 | 185.04K |
NVIDIA CORPORATIONSOLE | COM | 35.20K | SH | $6.14M 1.49% | 0.00 | 0.00 | 35.20K |
ALPHABET INCSOLE | CAP STK CL C | 16.59K | SH | $4.76M 1.16% | 0.00 | 0.00 | 16.59K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.49K | SH | $3.59M 0.87% | 0.00 | 0.00 | 7.49K |
ISHARES TRSOLE | RUS 1000 ETF | 9.56K | SH | $3.41M 0.83% | 0.00 | 0.00 | 9.56K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 73.20K | SH | $3.30M 0.80% | 0.00 | 0.00 | 73.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.79K | SH | $2.50M 0.61% | 0.00 | 0.00 | 7.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 0.52% | 0.00 | 0.00 | 3.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 53.75K | SH | $2.09M 0.51% | 0.00 | 0.00 | 53.75K |
AMAZON COM INCSOLE | COM | 9.80K | SH | $2.04M 0.50% | 0.00 | 0.00 | 9.80K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 4.69K | SH | $2.00M 0.49% | 0.00 | 0.00 | 4.69K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2K | SH | $1.99M 0.48% | 0.00 | 0.00 | 2K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2026 CB | 99.75K | SH | $1.95M 0.47% | 0.00 | 0.00 | 99.75K |
EXXON MOBIL CORPSOLE | COM | 10.34K | SH | $1.75M 0.43% | 0.00 | 0.00 | 10.34K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 85.61K | SH | $1.68M 0.41% | 0.00 | 0.00 | 85.61K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 81.42K | SH | $1.66M 0.40% | 0.00 | 0.00 | 81.42K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 86.36K | SH | $1.61M 0.39% | 0.00 | 0.00 | 86.36K |