LEBANON, OH
Allocation by class
Portfolio Concentration
Top 3 weight
32.5%
Top 10 weight
48.1%
Voting Authority Distribution
Total shares with voting rights: 2.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 61.33K | SH | $45.93M 19.23% | 0.00 | 0.00 | 61.33K |
APPLE INCSOLE | COM | 61.99K | SH | $17.94M 7.51% | 0.00 | 0.00 | 61.99K |
ISHARES TRSOLE | CORE HIGH DV ETF | 498.72K | SH | $13.67M 5.72% | 0.00 | 0.00 | 498.72K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 53.76K | SH | $7.39M 3.10% | 0.00 | 0.00 | 53.76K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.46K | SH | $5.49M 2.30% | 0.00 | 0.00 | 7.46K |
ALPHABET INCSOLE | CAP STK CL A | 14.81K | SH | $5.29M 2.22% | 0.00 | 0.00 | 14.81K |
PROCTER & GAMBLE COSOLE | COM | 33.94K | SH | $4.98M 2.08% | 0.00 | 0.00 | 33.94K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 42.62K | SH | $4.97M 2.08% | 0.00 | 0.00 | 42.62K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 29.16K | SH | $4.61M 1.93% | 0.00 | 0.00 | 29.16K |
META PLATFORMS INCSOLE | CL A | 8.11K | SH | $4.57M 1.91% | 0.00 | 0.00 | 8.11K |
MICROSOFT CORPSOLE | COM | 12.06K | SH | $4.50M 1.88% | 0.00 | 0.00 | 12.06K |
NVIDIA CORPORATIONSOLE | COM | 20.36K | SH | $4.07M 1.71% | 0.00 | 0.00 | 20.36K |
ABBVIE INCSOLE | COM | 15.26K | SH | $3.84M 1.61% | 0.00 | 0.00 | 15.26K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 29.24K | SH | $3.63M 1.52% | 0.00 | 0.00 | 29.24K |
ALPHABET INCSOLE | CAP STK CL C | 9.31K | SH | $3.29M 1.38% | 0.00 | 0.00 | 9.31K |
ISHARES TRSOLE | SELECT DIVID ETF | 20.95K | SH | $3.27M 1.37% | 0.00 | 0.00 | 20.95K |
JPMORGAN CHASE & COSOLE | COM | 9.46K | SH | $3.10M 1.30% | 0.00 | 0.00 | 9.46K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.09K | SH | $3.05M 1.28% | 0.00 | 0.00 | 6.09K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 77.66K | SH | $2.59M 1.08% | 0.00 | 0.00 | 77.66K |
MICRON TECHNOLOGY INCSOLE | COM | 2.20K | SH | $2.54M 1.06% | 0.00 | 0.00 | 2.20K |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED INTL | 54.78K | SH | $2.20M 0.92% | 0.00 | 0.00 | 54.78K |
AMAZON COM INCSOLE | COM | 9.14K | SH | $2.18M 0.91% | 0.00 | 0.00 | 9.14K |
JOHNSON & JOHNSONSOLE | COM | 8.36K | SH | $2.12M 0.89% | 0.00 | 0.00 | 8.36K |
EXXON MOBIL CORPSOLE | COM | 15.36K | SH | $2.10M 0.88% | 0.00 | 0.00 | 15.36K |
CISCO SYS INCSOLE | COM | 17.64K | SH | $2.07M 0.87% | 0.00 | 0.00 | 17.64K |