NEW ALBANY, OH
Allocation by class
Portfolio Concentration
Top 3 weight
13.7%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 1.43M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.43M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 67.72K | SH | $5.31M 5.22% | 0.00 | 0.00 | 67.72K |
APPLE INCSOLE | COM | 17.81K | SH | $4.52M 4.44% | 0.00 | 0.00 | 17.81K |
NVIDIA CORPORATIONSOLE | COM | 23.36K | SH | $4.07M 4.00% | 0.00 | 0.00 | 23.36K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6K | SH | $3.59M 3.52% | 0.00 | 0.00 | 6K |
MICROSOFT CORPSOLE | COM | 6.65K | SH | $2.46M 2.42% | 0.00 | 0.00 | 6.65K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 35.68K | SH | $2.29M 2.25% | 0.00 | 0.00 | 35.68K |
ALPHABET INCSOLE | CAP STK CL C | 7.93K | SH | $2.27M 2.23% | 0.00 | 0.00 | 7.93K |
AMAZON COM INCSOLE | COM | 8.74K | SH | $1.82M 1.79% | 0.00 | 0.00 | 8.74K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.77K | SH | $1.62M 1.59% | 0.00 | 0.00 | 4.77K |
BROADCOM INCSOLE | COM | 5.07K | SH | $1.57M 1.54% | 0.00 | 0.00 | 5.07K |
META PLATFORMS INCSOLE | CL A | 2.63K | SH | $1.50M 1.48% | 0.00 | 0.00 | 2.63K |
ALPHABET INCSOLE | CAP STK CL A | 5.05K | SH | $1.45M 1.43% | 0.00 | 0.00 | 5.05K |
LAM RESEARCH CORPSOLE | COM NEW | 6.58K | SH | $1.41M 1.38% | 0.00 | 0.00 | 6.58K |
WALMART INCSOLE | COM | 9.45K | SH | $1.18M 1.16% | 0.00 | 0.00 | 9.45K |
JOHNSON & JOHNSONSOLE | COM | 4.79K | SH | $1.17M 1.15% | 0.00 | 0.00 | 4.79K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.41K | SH | $1.11M 1.09% | 0.00 | 0.00 | 5.41K |
CELESTICA INCSOLE | COM | 3.74K | SH | $1.05M 1.04% | 0.00 | 0.00 | 3.74K |
TESLA INCSOLE | COM | 2.74K | SH | $1.02M 1.00% | 0.00 | 0.00 | 2.74K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 20.48K | SH | $984.0K 0.97% | 0.00 | 0.00 | 20.48K |
SK TELECOM CO LTDSOLE | SPONSORED ADR | 30.27K | SH | $886.7K 0.87% | 0.00 | 0.00 | 30.27K |
STATE STR CORPSOLE | COM | 6.64K | SH | $840.8K 0.83% | 0.00 | 0.00 | 6.64K |
FEDERATED HERMES INCSOLE | CL B | 14.69K | SH | $832.8K 0.82% | 0.00 | 0.00 | 14.69K |
NOVARTIS AGSOLE | SPONSORED ADR | 5.39K | SH | $822.7K 0.81% | 0.00 | 0.00 | 5.39K |
ELI LILLY & COSOLE | COM | 879.00 | SH | $809.3K 0.80% | 0.00 | 0.00 | 879.00 |
DANAOS CORPORATIONSOLE | SHS | 7.16K | SH | $806.4K 0.79% | 0.00 | 0.00 | 7.16K |