GROVEPORT, OH
Allocation by class
Portfolio Concentration
Top 3 weight
18.8%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 4.87M
Full voting authority
4.87M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 279.28K | SH | $15.80M 6.85% | 279.28K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 140.19K | SH | $13.92M 6.03% | 140.19K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 447.19K | SH | $13.64M 5.91% | 447.19K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 154.18K | SH | $11.90M 5.16% | 154.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 23.97K | SH | $10.47M 4.54% | 23.97K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 242.61K | SH | $9.75M 4.23% | 242.61K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 173.82K | SH | $8.35M 3.62% | 173.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 98.74K | SH | $8.25M 3.58% | 98.74K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG INTL T | 294.18K | SH | $6.46M 2.80% | 294.18K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR US AGRGT | 130.44K | SH | $6.20M 2.69% | 130.44K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 73.49K | SH | $5.92M 2.57% | 73.49K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 109K | SH | $5.89M 2.55% | 109K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GREEN BOND ETF | 242.88K | SH | $5.82M 2.52% | 242.88K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 43.76K | SH | $5.61M 2.43% | 43.76K | 0.00 | 0.00 |
SP FUNDS TRUSTSOLE | S&P WORLD EX US | 173.90K | SH | $4.90M 2.13% | 173.90K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | BLOOMBERG EMERGI | 235.68K | SH | $4.86M 2.11% | 235.68K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | JP MRGAN EM LOC | 190.18K | SH | $4.78M 2.07% | 190.18K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 94.52K | SH | $4.31M 1.87% | 94.52K | 0.00 | 0.00 |
DBX ETF TRSOLE | XTRACK USD HIGH | 117.14K | SH | $4.24M 1.84% | 117.14K | 0.00 | 0.00 |
NUSHARES ETF TRSOLE | NUVEEN ESG LRGVL | 89.32K | SH | $4.06M 1.76% | 89.32K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 67.23K | SH | $4.04M 1.75% | 67.23K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 60.21K | SH | $3.98M 1.73% | 60.21K | 0.00 | 0.00 |
TIDAL TRUST ISOLE | SP DWJNS SUKUK | 219.65K | SH | $3.93M 1.70% | 219.65K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 34.60K | SH | $3.82M 1.66% | 34.60K | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | HIGH YIELD CORP | 156.19K | SH | $3.77M 1.63% | 156.19K | 0.00 | 0.00 |