COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
23.8%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 5.42M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.42M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares 0-3 Month Treasury BondSOLE | Exchange Traded Fund | 667.51K | SH | $67.19M 13.40% | 0.00 | 0.00 | 667.51K |
Vanguard FTSE Developed MarketsSOLE | Exchange Traded Fund | 447.64K | SH | $28.68M 5.72% | 0.00 | 0.00 | 447.64K |
Vanguard FTSE Emerging MarketsSOLE | Exchange Traded Fund | 433.64K | SH | $23.44M 4.67% | 0.00 | 0.00 | 433.64K |
SPDR Gold MiniSharesSOLE | Exchange Traded Fund | 190.12K | SH | $17.62M 3.51% | 0.00 | 0.00 | 190.12K |
State Street Energy Select Sector SPDRSOLE | Exchange Traded Fund | 262.69K | SH | $16.09M 3.21% | 0.00 | 0.00 | 262.69K |
State Street Materials Select Sector SPDRSOLE | Exchange Traded Fund | 264.01K | SH | $13.19M 2.63% | 0.00 | 0.00 | 264.01K |
State Street Communication Services Select Sector SPDRSOLE | Exchange Traded Fund | 115.72K | SH | $12.83M 2.56% | 0.00 | 0.00 | 115.72K |
State Street Consumer Staples Select Sector SPDRSOLE | Exchange Traded Fund | 154.68K | SH | $12.68M 2.53% | 0.00 | 0.00 | 154.68K |
State Street Health Care Select Sector SPDRSOLE | Exchange Traded Fund | 85.22K | SH | $12.49M 2.49% | 0.00 | 0.00 | 85.22K |
Invesco QQQSOLE | Exchange Traded Fund | 21.01K | SH | $12.12M 2.42% | 0.00 | 0.00 | 21.01K |
Vanguard Small-Cap ValueSOLE | Exchange Traded Fund | 50.21K | SH | $10.91M 2.18% | 0.00 | 0.00 | 50.21K |
Vanguard Small-Cap GrowthSOLE | Exchange Traded Fund | 35.76K | SH | $10.81M 2.16% | 0.00 | 0.00 | 35.76K |
Vanguard ValueSOLE | Exchange Traded Fund | 49.97K | SH | $9.80M 1.95% | 0.00 | 0.00 | 49.97K |
Vanguard Mid-Cap ValueSOLE | Exchange Traded Fund | 51.10K | SH | $9.42M 1.88% | 0.00 | 0.00 | 51.10K |
Vanguard Small-CapSOLE | Exchange Traded Fund | 34.53K | SH | $9.04M 1.80% | 0.00 | 0.00 | 34.53K |
Vanguard GrowthSOLE | Exchange Traded Fund | 18.76K | SH | $8.19M 1.63% | 0.00 | 0.00 | 18.76K |
NVIDIA CorporationSOLE | Common Stock | 39.31K | SH | $6.85M 1.37% | 0.00 | 0.00 | 39.31K |
Vanguard Mid-CapSOLE | Exchange Traded Fund | 22.51K | SH | $6.47M 1.29% | 0.00 | 0.00 | 22.51K |
Vanguard Total Bond MarketSOLE | Exchange Traded Fund | 68.05K | SH | $5.01M 1.00% | 0.00 | 0.00 | 68.05K |
Vanguard Real EstateSOLE | Exchange Traded Fund | 53.68K | SH | $4.76M 0.95% | 0.00 | 0.00 | 53.68K |
Microsoft CorporationSOLE | Common Stock | 12.69K | SH | $4.70M 0.94% | 0.00 | 0.00 | 12.69K |
Vanguard Mid-Cap GrowthSOLE | Exchange Traded Fund | 18.17K | SH | $4.68M 0.93% | 0.00 | 0.00 | 18.17K |
Alphabet Inc.SOLE | Common Stock | 15.29K | SH | $4.40M 0.88% | 0.00 | 0.00 | 15.29K |
Vanguard S&P 500SOLE | Exchange Traded Fund | 7.16K | SH | $4.28M 0.85% | 0.00 | 0.00 | 7.16K |
Hims & Hers Health, Inc.SOLE | Class A Common Stock | 198.43K | SH | $4.12M 0.82% | 0.00 | 0.00 | 198.43K |