AKRON, OH
Allocation by class
Portfolio Concentration
Top 3 weight
41.9%
Top 10 weight
86.6%
Voting Authority Distribution
Total shares with voting rights: 2.93M
Full voting authority
3.92K
shares
Joint voting authority
0.00
shares
No voting authority
2.93M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 614.98K | SH | $28.06M 16.67% | 62.00 | 0.00 | 614.91K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 170.93K | SH | $22.72M 13.50% | 344.00 | 0.00 | 170.59K |
LISTED FDS TRSOLE | ROUNDHILL MAGNIF | 340.23K | SH | $19.71M 11.71% | 707.00 | 0.00 | 339.52K |
CAPITAL GROUP EQUITY ETF TRSOLE | US SMALL AND MID | 641.70K | SH | $18.84M 11.20% | 870.00 | 0.00 | 640.83K |
CAPITAL GROUP NEW GEOGRAPHYSOLE | SHS | 473.69K | SH | $14.95M 8.89% | 645.00 | 0.00 | 473.05K |
ISHARES TRSOLE | MSCI EAFE ETF | 138.09K | SH | $13.41M 7.97% | 0.00 | 0.00 | 138.09K |
FIDELITY COVINGTON TRUSTSOLE | SML MID MLTFCT | 246.86K | SH | $11.04M 6.56% | 927.00 | 0.00 | 245.94K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 22.78K | SH | $9.71M 5.77% | 10.00 | 0.00 | 22.77K |
ISHARES TRSOLE | CORE S&P SCP ETF | 38.36K | SH | $4.77M 2.83% | 0.00 | 0.00 | 38.36K |
APPLE INCSOLE | COM | 9.82K | SH | $2.49M 1.48% | 0.00 | 0.00 | 9.82K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.52K | SH | $2.10M 1.25% | 0.00 | 0.00 | 3.52K |
VANGUARD ADMIRAL FDS INCSOLE | SMLLCP 600 IDX | 13.73K | SH | $1.58M 0.94% | 0.00 | 0.00 | 13.73K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 8.65K | SH | $1.49M 0.88% | 0.00 | 0.00 | 8.65K |
ISHARES TRSOLE | CORE US AGGBD ET | 14.55K | SH | $1.44M 0.86% | 0.00 | 0.00 | 14.55K |
ISHARES TRSOLE | CORE S&P MCP ETF | 20.29K | SH | $1.37M 0.81% | 0.00 | 0.00 | 20.29K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 5.18K | SH | $1.25M 0.75% | 0.00 | 0.00 | 5.18K |
EXXON MOBIL CORPSOLE | COM | 5.10K | SH | $865.4K 0.51% | 0.00 | 0.00 | 5.10K |
MICROSOFT CORPSOLE | COM | 2.33K | SH | $861.5K 0.51% | 0.00 | 0.00 | 2.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 8.78K | SH | $804.8K 0.48% | 0.00 | 0.00 | 8.78K |
HUNTINGTON BANCSHARES INCSOLE | COM | 48.41K | SH | $757.5K 0.45% | 0.00 | 0.00 | 48.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $718.1K 0.43% | 0.00 | 0.00 | 1.00 |
PROCTER & GAMBLE COSOLE | COM | 4.13K | SH | $596.4K 0.35% | 0.00 | 0.00 | 4.13K |
AT&T INCSOLE | COM | 19.51K | SH | $565.7K 0.34% | 340.00 | 0.00 | 19.17K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 7.15K | SH | $547.1K 0.33% | 0.00 | 0.00 | 7.15K |
JPMORGAN CHASE & COSOLE | COM | 1.65K | SH | $485.7K 0.29% | 0.00 | 0.00 | 1.65K |