NEW PHILADELPHIA, OH
Allocation by class
Portfolio Concentration
Top 3 weight
15.9%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 2.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 277.62K | SH | $17.79M 6.33% | 0.00 | 0.00 | 277.62K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 34.71K | SH | $14.80M 5.27% | 0.00 | 0.00 | 34.71K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 56.78K | SH | $12.13M 4.32% | 0.00 | 0.00 | 56.78K |
APPLE INCSOLE | COM | 35.29K | SH | $8.96M 3.19% | 0.00 | 0.00 | 35.29K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 155.04K | SH | $8.38M 2.98% | 0.00 | 0.00 | 155.04K |
NVIDIA CORPORATIONSOLE | COM | 46.26K | SH | $8.07M 2.87% | 0.00 | 0.00 | 46.26K |
MICROSOFT CORPSOLE | COM | 20.22K | SH | $7.49M 2.66% | 0.00 | 0.00 | 20.22K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 92.32K | SH | $7.24M 2.58% | 0.00 | 0.00 | 92.32K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.42K | SH | $6.54M 2.33% | 0.00 | 0.00 | 30.42K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 119.73K | SH | $6.29M 2.24% | 0.00 | 0.00 | 119.73K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 55K | SH | $6.22M 2.21% | 0.00 | 0.00 | 55K |
ISHARES TRSOLE | RUS MD CP GR ETF | 43.09K | SH | $5.52M 1.96% | 0.00 | 0.00 | 43.09K |
ISHARES TRSOLE | CORE MSCI EAFE | 60.90K | SH | $5.51M 1.96% | 0.00 | 0.00 | 60.90K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 37.65K | SH | $5.49M 1.95% | 0.00 | 0.00 | 37.65K |
ELI LILLY & COSOLE | COM | 5.76K | SH | $5.30M 1.88% | 0.00 | 0.00 | 5.76K |
ISHARES TRSOLE | S&P 500 VAL ETF | 24.39K | SH | $5.15M 1.83% | 0.00 | 0.00 | 24.39K |
JPMORGAN CHASE & COSOLE | COM | 17.29K | SH | $5.08M 1.81% | 0.00 | 0.00 | 17.29K |
ISHARES TRSOLE | 0-5YR HI YL CP | 115.38K | SH | $4.88M 1.74% | 0.00 | 0.00 | 115.38K |
ISHARES TRSOLE | MSCI EAFE ETF | 41.68K | SH | $4.05M 1.44% | 0.00 | 0.00 | 41.68K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 78.29K | SH | $3.59M 1.28% | 0.00 | 0.00 | 78.29K |
ISHARES TRSOLE | CORE INTL AGGR | 67.04K | SH | $3.35M 1.19% | 0.00 | 0.00 | 67.04K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.01K | SH | $3.27M 1.17% | 0.00 | 0.00 | 5.01K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 17.19K | SH | $3.26M 1.16% | 0.00 | 0.00 | 17.19K |
ISHARES SILVER TRSOLE | ISHARES | 43.63K | SH | $2.97M 1.06% | 0.00 | 0.00 | 43.63K |
ISHARES TRSOLE | MSCI USA MIN VOL | 31.16K | SH | $2.89M 1.03% | 0.00 | 0.00 | 31.16K |