LEBANON, OH
Allocation by class
Portfolio Concentration
Top 3 weight
33.5%
Top 10 weight
49.9%
Voting Authority Distribution
Total shares with voting rights: 1.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 59.50K | SH | $38.87M 19.04% | 0.00 | 0.00 | 59.50K |
APPLE INCSOLE | COM | 63.20K | SH | $16.04M 7.86% | 0.00 | 0.00 | 63.20K |
ISHARES TRSOLE | CORE HIGH DV ETF | 99.32K | SH | $13.48M 6.60% | 0.00 | 0.00 | 99.32K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 40.69K | SH | $5.95M 2.92% | 0.00 | 0.00 | 40.69K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 46.58K | SH | $5.27M 2.58% | 0.00 | 0.00 | 46.58K |
META PLATFORMS INCSOLE | CL A | 8.48K | SH | $4.85M 2.38% | 0.00 | 0.00 | 8.48K |
PROCTER & GAMBLE COSOLE | COM | 32.17K | SH | $4.65M 2.28% | 0.00 | 0.00 | 32.17K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 29.49K | SH | $4.37M 2.14% | 0.00 | 0.00 | 29.49K |
ALPHABET INCSOLE | CAP STK CL A | 15.01K | SH | $4.32M 2.11% | 0.00 | 0.00 | 15.01K |
MICROSOFT CORPSOLE | COM | 11.30K | SH | $4.18M 2.05% | 0.00 | 0.00 | 11.30K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.16K | SH | $4.13M 2.02% | 0.00 | 0.00 | 7.16K |
NVIDIA CORPORATIONSOLE | COM | 20.29K | SH | $3.54M 1.73% | 0.00 | 0.00 | 20.29K |
ISHARES TRSOLE | SELECT DIVID ETF | 21.14K | SH | $3.20M 1.57% | 0.00 | 0.00 | 21.14K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 7.33K | SH | $3.13M 1.53% | 0.00 | 0.00 | 7.33K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.27K | SH | $3.00M 1.47% | 0.00 | 0.00 | 6.27K |
ABBVIE INCSOLE | COM | 13.62K | SH | $2.96M 1.45% | 0.00 | 0.00 | 13.62K |
JPMORGAN CHASE & COSOLE | COM | 9.15K | SH | $2.69M 1.32% | 0.00 | 0.00 | 9.15K |
ALPHABET INCSOLE | CAP STK CL C | 9.34K | SH | $2.68M 1.31% | 0.00 | 0.00 | 9.34K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 60.41K | SH | $2.32M 1.14% | 0.00 | 0.00 | 60.41K |
EXXON MOBIL CORPSOLE | COM | 12.81K | SH | $2.17M 1.06% | 0.00 | 0.00 | 12.81K |
STRATEGY INCSOLE | CL A NEW | 16.50K | SH | $2.06M 1.01% | 0.00 | 0.00 | 16.50K |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 21.14K | SH | $1.96M 0.96% | 0.00 | 0.00 | 21.14K |
AMAZON COM INCSOLE | COM | 9.06K | SH | $1.89M 0.92% | 0.00 | 0.00 | 9.06K |
CHEVRON CORPORATIONSOLE | COM | 8.88K | SH | $1.84M 0.90% | 0.00 | 0.00 | 8.88K |
JOHNSON & JOHNSONSOLE | COM | 7.48K | SH | $1.83M 0.90% | 0.00 | 0.00 | 7.48K |