MADEIRA, OH
Allocation by class
Portfolio Concentration
Top 3 weight
57.3%
Top 10 weight
84.3%
Voting Authority Distribution
Total shares with voting rights: 1.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 705.04K | SH | $27.40M 26.60% | 0.00 | 0.00 | 705.04K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 605.77K | SH | $20.58M 19.98% | 0.00 | 0.00 | 605.77K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 99.69K | SH | $11.08M 10.76% | 0.00 | 0.00 | 99.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.68K | SH | $7.28M 7.07% | 0.00 | 0.00 | 22.68K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 47.09K | SH | $5.20M 5.05% | 0.00 | 0.00 | 47.09K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 67.39K | SH | $3.37M 3.27% | 0.00 | 0.00 | 67.39K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 53.73K | SH | $3.36M 3.26% | 0.00 | 0.00 | 53.73K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 68.87K | SH | $3.34M 3.24% | 0.00 | 0.00 | 68.87K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 39.86K | SH | $2.84M 2.75% | 0.00 | 0.00 | 39.86K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 37.62K | SH | $2.41M 2.34% | 0.00 | 0.00 | 37.62K |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 60.24K | SH | $1.94M 1.88% | 0.00 | 0.00 | 60.24K |
ISHARES TRSOLE | CORE S&P500 ETF | 2.90K | SH | $1.89M 1.84% | 0.00 | 0.00 | 2.90K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 6.66K | SH | $1.71M 1.66% | 0.00 | 0.00 | 6.66K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 3.43K | SH | $1.50M 1.45% | 0.00 | 0.00 | 3.43K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 30.10K | SH | $1.44M 1.40% | 0.00 | 0.00 | 30.10K |
PROCTER & GAMBLE COSOLE | COM | 7.15K | SH | $1.03M 1.00% | 0.00 | 0.00 | 7.15K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.60K | SH | $957.3K 0.93% | 0.00 | 0.00 | 1.60K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 11.05K | SH | $866.5K 0.84% | 0.00 | 0.00 | 11.05K |
ISHARES TRSOLE | CORE MSCI EAFE | 9.51K | SH | $860.5K 0.84% | 0.00 | 0.00 | 9.51K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 21.36K | SH | $842.2K 0.82% | 0.00 | 0.00 | 21.36K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 5.66K | SH | $603.0K 0.59% | 0.00 | 0.00 | 5.66K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 14.17K | SH | $598.3K 0.58% | 0.00 | 0.00 | 14.17K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 6.45K | SH | $340.4K 0.33% | 0.00 | 0.00 | 6.45K |
CINCINNATI FINL CORPSOLE | COM | 2.16K | SH | $339.4K 0.33% | 0.00 | 0.00 | 2.16K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 12.99K | SH | $326.0K 0.32% | 0.00 | 0.00 | 12.99K |