DUBLIN, OH
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 17.32M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
17.32M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.74M | SH | $111.61M 7.36% | 0.00 | 0.00 | 1.74M |
ISHARES TRSOLE | CORE S&P500 ETF | 153.68K | SH | $100.39M 6.62% | 0.00 | 0.00 | 153.68K |
ISHARES TRSOLE | CORE US AGGBD ET | 844.14K | SH | $83.80M 5.53% | 0.00 | 0.00 | 844.14K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 233.27K | SH | $66.99M 4.42% | 0.00 | 0.00 | 233.27K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 603.36K | SH | $66.65M 4.40% | 0.00 | 0.00 | 603.36K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 283.21K | SH | $60.91M 4.02% | 0.00 | 0.00 | 283.21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.05M | SH | $56.61M 3.73% | 0.00 | 0.00 | 1.05M |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 1.01M | SH | $48.74M 3.22% | 0.00 | 0.00 | 1.01M |
ISHARES TRSOLE | ISHS 1-5YR INVS | 768.52K | SH | $40.39M 2.66% | 0.00 | 0.00 | 768.52K |
ISHARES TRSOLE | GLOBAL REIT ETF | 1.58M | SH | $39.71M 2.62% | 0.00 | 0.00 | 1.58M |
APPLE INCSOLE | COM | 134.09K | SH | $34.03M 2.24% | 0.00 | 0.00 | 134.09K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 432.01K | SH | $33.87M 2.23% | 0.00 | 0.00 | 432.01K |
NVIDIA CORPORATIONSOLE | COM | 176.69K | SH | $30.81M 2.03% | 0.00 | 0.00 | 176.69K |
ABBVIE INCSOLE | COM | 108.92K | SH | $23.69M 1.56% | 0.00 | 0.00 | 108.92K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 99.07K | SH | $21.52M 1.42% | 0.00 | 0.00 | 99.07K |
MICROSOFT CORPSOLE | COM | 54.49K | SH | $20.17M 1.33% | 0.00 | 0.00 | 54.49K |
ISHARES TRSOLE | CORE MSCI EAFE | 187.24K | SH | $16.95M 1.12% | 0.00 | 0.00 | 187.24K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 229.41K | SH | $16.89M 1.11% | 0.00 | 0.00 | 229.41K |
ISHARES TRSOLE | CORE S&P MCP ETF | 231.16K | SH | $15.61M 1.03% | 0.00 | 0.00 | 231.16K |
ISHARES TRSOLE | NATIONAL MUN ETF | 141.35K | SH | $15.00M 0.99% | 0.00 | 0.00 | 141.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.74K | SH | $14.73M 0.97% | 0.00 | 0.00 | 30.74K |
JPMORGAN CHASE & COSOLE | COM | 49.21K | SH | $14.48M 0.95% | 0.00 | 0.00 | 49.21K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 20.00 | SH | $14.36M 0.95% | 0.00 | 0.00 | 20.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 205.49K | SH | $14.33M 0.95% | 0.00 | 0.00 | 205.49K |
AMAZON COM INCSOLE | COM | 67.66K | SH | $14.09M 0.93% | 0.00 | 0.00 | 67.66K |