COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
50.5%
Top 10 weight
74.4%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | CORE S&P500 ETF | 44.38K | SH | $28.99M 29.00% | 0.00 | 0.00 | 0.00 |
FIDELITY TOTAL BOND ETFSOLE | TOTAL BD ETF | 251.99K | SH | $11.50M 11.50% | 0.00 | 0.00 | 0.00 |
FIDELITY ENHANCED INTERNATIONAL ETFSOLE | ENHANCED INTL | 268.74K | SH | $10.00M 10.00% | 0.00 | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | CORE S&P MCP ETF | 96.88K | SH | $6.54M 6.54% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE &CO. COMSOLE | COM | 14.64K | SH | $4.31M 4.31% | 0.00 | 0.00 | 0.00 |
ISHARES CORE S&P SMALL-CAP ESOLE | CORE S&P SCP ETF | 24.52K | SH | $3.05M 3.05% | 0.00 | 0.00 | 0.00 |
VANGUARD WHITEHALL FDS HIGH DIV YLDSOLE | HIGH DIV YLD | 18.95K | SH | $2.81M 2.81% | 0.00 | 0.00 | 0.00 |
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETFSOLE | FIDELITY FUND LR | 88.60K | SH | $2.46M 2.46% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | DIV APP ETF | 11.18K | SH | $2.40M 2.40% | 0.00 | 0.00 | 0.00 |
ISHARES S&P 500 GROWTH ETFSOLE | S&P 500 GRWT ETF | 20.25K | SH | $2.29M 2.29% | 0.00 | 0.00 | 0.00 |
ISHARES TR MSCI USA MIN VOLSOLE | MSCI USA MIN VOL | 23.54K | SH | $2.18M 2.18% | 0.00 | 0.00 | 0.00 |
FIDELITY BLUE CHIP GROWTH ETFSOLE | BLUE CHIP GRWTH | 37.80K | SH | $1.89M 1.89% | 0.00 | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND ETFSOLE | SELECT DIVID ETF | 12.42K | SH | $1.88M 1.88% | 0.00 | 0.00 | 0.00 |
AVANTIS EMERGING MARKETS EQUITY ETFSOLE | AVANTIS EMGMKT | 22.73K | SH | $1.83M 1.83% | 0.00 | 0.00 | 0.00 |
FIDELITY MUNICIPAL BOND OPPORTUNITIES ETFSOLE | MUN BD OPPORTUN | 33.10K | SH | $1.67M 1.68% | 0.00 | 0.00 | 0.00 |
ISHARES TRUST CORE MSCI EAFE ETFSOLE | CORE MSCI EAFE | 17.34K | SH | $1.57M 1.57% | 0.00 | 0.00 | 0.00 |
PUTNAM ETF TRUST FOCUSED LAR CAPSOLE | FOCUSED LAR CAP | 33.22K | SH | $1.54M 1.54% | 0.00 | 0.00 | 0.00 |
FIDELITY SML MID MLTFCTSOLE | SML MID MLTFCT | 30.41K | SH | $1.36M 1.36% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS LONG-TERM TREASURY ETFSOLE | LONG TERM TREAS | 18.80K | SH | $1.04M 1.04% | 0.00 | 0.00 | 0.00 |
JP MORGAN ETF TRUST HEDGED EQUITY LADDERED OVERLAY ETFSOLE | HEDGED EQUITY LA | 15.36K | SH | $981.5K 0.98% | 0.00 | 0.00 | 0.00 |
JP MORGAN ETF TRUST ACTIVE BOND ETFSOLE | ACTIVE BOND ETF | 16.62K | SH | $893.8K 0.89% | 0.00 | 0.00 | 0.00 |
PACER FDS TR US CASH COWS 100SOLE | US CASH COWS 100 | 13.72K | SH | $858.3K 0.86% | 0.00 | 0.00 | 0.00 |
FIFTH THIRD BANCORPSOLE | COM | 16.59K | SH | $770.6K 0.77% | 0.00 | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR II S&P500 LOW VOLSOLE | S&P500 LOW VOL | 10.43K | SH | $763.1K 0.76% | 0.00 | 0.00 | 0.00 |
DIMENSIONAL ETF TRUST US SUSTAINABILTYSOLE | US SUSTAINABILTY | 18.41K | SH | $756.5K 0.76% | 0.00 | 0.00 | 0.00 |