DUBLIN, OH
Allocation by class
Portfolio Concentration
Top 3 weight
19.2%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 18.96M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
18.96M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.78M | SH | $126.77M 7.34% | 0.00 | 0.00 | 1.78M |
ISHARES TRSOLE | CORE S&P500 ETF | 157.39K | SH | $117.87M 6.82% | 0.00 | 0.00 | 157.39K |
ISHARES TRSOLE | CORE US AGGBD ET | 880.46K | SH | $87.15M 5.04% | 0.00 | 0.00 | 880.46K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 962.08K | SH | $77.51M 4.49% | 0.00 | 0.00 | 962.08K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 614.95K | SH | $76.72M 4.44% | 0.00 | 0.00 | 614.95K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 293.38K | SH | $69.42M 4.02% | 0.00 | 0.00 | 293.38K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.07M | SH | $63.77M 3.69% | 0.00 | 0.00 | 1.07M |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.03M | SH | $50.12M 2.90% | 0.00 | 0.00 | 1.03M |
ISHARES TRSOLE | GLOBAL REIT ETF | 1.64M | SH | $45.38M 2.63% | 0.00 | 0.00 | 1.64M |
ISHARES TRSOLE | ISHS 1-5YR INVS | 801.55K | SH | $42.01M 2.43% | 0.00 | 0.00 | 801.55K |
APPLE INCSOLE | COM | 136.29K | SH | $39.44M 2.28% | 0.00 | 0.00 | 136.29K |
NVIDIA CORPORATIONSOLE | COM | 180.46K | SH | $36.11M 2.09% | 0.00 | 0.00 | 180.46K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 450.64K | SH | $35.11M 2.03% | 0.00 | 0.00 | 450.64K |
ABBVIE INCSOLE | COM | 108.76K | SH | $27.37M 1.58% | 0.00 | 0.00 | 108.76K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 97.95K | SH | $23.80M 1.38% | 0.00 | 0.00 | 97.95K |
MICROSOFT CORPSOLE | COM | 53.62K | SH | $20.00M 1.16% | 0.00 | 0.00 | 53.62K |
ISHARES TRSOLE | CORE MSCI EAFE | 188.30K | SH | $18.19M 1.05% | 0.00 | 0.00 | 188.30K |
ISHARES TRSOLE | CORE S&P MCP ETF | 228.66K | SH | $17.63M 1.02% | 0.00 | 0.00 | 228.66K |
ISHARES INCSOLE | CORE MSCI EMKT | 204.73K | SH | $16.96M 0.98% | 0.00 | 0.00 | 204.73K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 230.88K | SH | $16.95M 0.98% | 0.00 | 0.00 | 230.88K |
ALPHABET INCSOLE | CAP STK CL C | 47.49K | SH | $16.78M 0.97% | 0.00 | 0.00 | 47.49K |
AMAZON COM INCSOLE | COM | 69.13K | SH | $16.48M 0.95% | 0.00 | 0.00 | 69.13K |
JPMORGAN CHASE & COSOLE | COM | 49.61K | SH | $16.24M 0.94% | 0.00 | 0.00 | 49.61K |
ISHARES TRSOLE | NATIONAL MUN ETF | 148.69K | SH | $16.00M 0.93% | 0.00 | 0.00 | 148.69K |
ALPHABET INCSOLE | CAP STK CL A | 44.47K | SH | $15.89M 0.92% | 0.00 | 0.00 | 44.47K |