COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
54.7%
Top 10 weight
94.6%
Voting Authority Distribution
Total shares with voting rights: 2.41M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.41M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 537.93K | SH | $38.15M 28.98% | 0.00 | 0.00 | 537.93K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 191.55K | SH | $18.52M 14.07% | 0.00 | 0.00 | 191.55K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 246.47K | SH | $15.39M 11.69% | 0.00 | 0.00 | 246.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 381.04K | SH | $14.85M 11.28% | 0.00 | 0.00 | 381.04K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 302.18K | SH | $12.76M 9.69% | 0.00 | 0.00 | 302.18K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 239.70K | SH | $8.12M 6.17% | 0.00 | 0.00 | 239.70K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 260.51K | SH | $6.54M 4.97% | 0.00 | 0.00 | 260.51K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 103.14K | SH | $5.44M 4.14% | 0.00 | 0.00 | 103.14K |
ISHARES TRSOLE | NATIONAL MUN ETF | 26.96K | SH | $2.86M 2.17% | 0.00 | 0.00 | 26.96K |
PEOPLES BANCORP INCSOLE | COM | 56.99K | SH | $1.87M 1.42% | 0.00 | 0.00 | 56.99K |
APPLE INCSOLE | COM | 4.25K | SH | $1.08M 0.82% | 0.00 | 0.00 | 4.25K |
ISHARES TRSOLE | RUS 1000 ETF | 2.29K | SH | $815.1K 0.62% | 0.00 | 0.00 | 2.29K |
PHILIP MORRIS INTL INCSOLE | COM | 4.80K | SH | $793.6K 0.60% | 0.00 | 0.00 | 4.80K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 9.61K | SH | $683.8K 0.52% | 0.00 | 0.00 | 9.61K |
ADVANCED DRAIN SYS INC DELSOLE | COM | 3.65K | SH | $500.1K 0.38% | 0.00 | 0.00 | 3.65K |
DOMINION ENERGY INCSOLE | COM | 8K | SH | $494.6K 0.38% | 0.00 | 0.00 | 8K |
PEPSICO INCSOLE | COM | 3K | SH | $465.9K 0.35% | 0.00 | 0.00 | 3K |
MICROSOFT CORPSOLE | COM | 917.00 | SH | $339.4K 0.26% | 0.00 | 0.00 | 917.00 |
ALTRIA GROUP INCSOLE | COM | 5K | SH | $329.9K 0.25% | 0.00 | 0.00 | 5K |
YUM BRANDS INCSOLE | COM | 2K | SH | $311.0K 0.24% | 0.00 | 0.00 | 2K |
AMAZON COM INCSOLE | COM | 1.42K | SH | $296.2K 0.22% | 0.00 | 0.00 | 1.42K |
MCDONALDS CORPSOLE | COM | 894.00 | SH | $277.8K 0.21% | 0.00 | 0.00 | 894.00 |
HUNTINGTON BANCSHARES INCSOLE | COM | 16.99K | SH | $265.9K 0.20% | 0.00 | 0.00 | 16.99K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 2K | SH | $261.9K 0.20% | 0.00 | 0.00 | 2K |
AMEREN CORPSOLE | COM | 2K | SH | $219.8K 0.17% | 0.00 | 0.00 | 2K |