COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
24.3%
Top 10 weight
50.2%
Voting Authority Distribution
Total shares with voting rights: 6.51M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.51M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 825.18K | SH | $38.85M 9.70% | 0.00 | 0.00 | 825.18K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 786.24K | SH | $30.63M 7.65% | 0.00 | 0.00 | 786.24K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 362.22K | SH | $27.93M 6.98% | 0.00 | 0.00 | 362.22K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 1.04M | SH | $27.65M 6.91% | 0.00 | 0.00 | 1.04M |
FINANCIAL INVS TRSOLE | CORECOMMODITY NA | 429.46K | SH | $17.22M 4.30% | 0.00 | 0.00 | 429.46K |
WISDOMTREE TRSOLE | GLB HIGH DIV FD | 209.16K | SH | $13.87M 3.47% | 0.00 | 0.00 | 209.16K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 136.44K | SH | $13.19M 3.30% | 0.00 | 0.00 | 136.44K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 221.64K | SH | $12.90M 3.22% | 0.00 | 0.00 | 221.64K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 323.85K | SH | $9.94M 2.48% | 0.00 | 0.00 | 323.85K |
ISHARES TRSOLE | EXPANDED TECH | 109.52K | SH | $8.77M 2.19% | 0.00 | 0.00 | 109.52K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL FIN | 107.98K | SH | $7.71M 1.93% | 0.00 | 0.00 | 107.98K |
APPLE INCSOLE | COM | 29.77K | SH | $7.56M 1.89% | 0.00 | 0.00 | 29.77K |
AT&T INCSOLE | COM | 254.68K | SH | $7.38M 1.84% | 0.00 | 0.00 | 254.68K |
JPMORGAN CHASE & CO.SOLE | COM | 24.05K | SH | $7.07M 1.77% | 0.00 | 0.00 | 24.05K |
ALPHABET INCSOLE | CAP STK CL A | 23.94K | SH | $6.88M 1.72% | 0.00 | 0.00 | 23.94K |
EATON CORP PLCSOLE | SHS | 19.23K | SH | $6.88M 1.72% | 0.00 | 0.00 | 19.23K |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 171.59K | SH | $6.83M 1.71% | 0.00 | 0.00 | 171.59K |
MICROSOFT CORPSOLE | COM | 17.92K | SH | $6.63M 1.66% | 0.00 | 0.00 | 17.92K |
PROCTER AND GAMBLE COSOLE | COM | 45.30K | SH | $6.54M 1.63% | 0.00 | 0.00 | 45.30K |
PARKER-HANNIFIN CORPSOLE | COM | 7.26K | SH | $6.50M 1.62% | 0.00 | 0.00 | 7.26K |
VISA INCSOLE | COM CL A | 21.28K | SH | $6.43M 1.61% | 0.00 | 0.00 | 21.28K |
HOME DEPOT INCSOLE | COM | 19.47K | SH | $6.40M 1.60% | 0.00 | 0.00 | 19.47K |
ETF SER SOLUTIONSSOLE | BAHL GAYNOR SML | 205.53K | SH | $6.03M 1.51% | 0.00 | 0.00 | 205.53K |
CHEVRON CORP NEWSOLE | COM | 25.11K | SH | $5.19M 1.30% | 0.00 | 0.00 | 25.11K |
MARATHON PETE CORPSOLE | COM | 20.73K | SH | $5.06M 1.26% | 0.00 | 0.00 | 20.73K |