AKRON, OH
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 239.95M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
239.95M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.83M | SH | $1.42B 7.06% | 0.00 | 0.00 | 3.83M |
EA SERIES TRUSTSOLE | SEQU GLO VAL ETF | 31.47M | SH | $1.10B 5.50% | 0.00 | 0.00 | 31.47M |
ISHARES TRSOLE | CORE MSCI TOTAL | 6.30M | SH | $600.97M 2.99% | 0.00 | 0.00 | 6.30M |
APPLE INCSOLE | COM | 1.99M | SH | $574.71M 2.86% | 0.00 | 0.00 | 1.99M |
NVIDIA CORPORATIONSOLE | COM | 2.85M | SH | $570.36M 2.84% | 0.00 | 0.00 | 2.85M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.43M | SH | $438.00M 2.18% | 0.00 | 0.00 | 3.43M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 7.61M | SH | $393.23M 1.96% | 0.00 | 0.00 | 7.61M |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 5.94M | SH | $355.97M 1.77% | 0.00 | 0.00 | 5.94M |
MICROSOFT CORPSOLE | COM | 913.32K | SH | $340.69M 1.70% | 0.00 | 0.00 | 913.32K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 12.40M | SH | $328.88M 1.64% | 0.00 | 0.00 | 12.40M |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 7.13M | SH | $328.40M 1.64% | 0.00 | 0.00 | 7.13M |
BLACKROCK ETF TRUST IISOLE | ISHA FLEX IN ETF | 6.13M | SH | $321.04M 1.60% | 0.00 | 0.00 | 6.13M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 3.67M | SH | $290.20M 1.45% | 0.00 | 0.00 | 3.67M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 3.63M | SH | $282.90M 1.41% | 0.00 | 0.00 | 3.63M |
ALPHABET INCSOLE | CAP STK CL C | 761.62K | SH | $269.10M 1.34% | 0.00 | 0.00 | 761.62K |
AMAZON COM INCSOLE | COM | 1.09M | SH | $260.70M 1.30% | 0.00 | 0.00 | 1.09M |
BROADCOM INCSOLE | COM | 668.18K | SH | $252.41M 1.26% | 0.00 | 0.00 | 668.18K |
ISHARES TRSOLE | NATIONAL MUN ETF | 2.13M | SH | $229.09M 1.14% | 0.00 | 0.00 | 2.13M |
T ROWE PRICE EXCHANGE-TRADEDSOLE | PRICE DIV GRWT | 4.40M | SH | $215.54M 1.07% | 0.00 | 0.00 | 4.40M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 5.30M | SH | $215.36M 1.07% | 0.00 | 0.00 | 5.30M |
CATERPILLAR INCSOLE | COM | 188.27K | SH | $200.49M 1.00% | 0.00 | 0.00 | 188.27K |
SPDR INDEX SHS FDSSOLE | ST STR MSCI GLB | 2.21M | SH | $189.68M 0.95% | 0.00 | 0.00 | 2.21M |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.19M | SH | $188.40M 0.94% | 0.00 | 0.00 | 2.19M |
ELI LILLY & COSOLE | COM | 154.54K | SH | $185.36M 0.92% | 0.00 | 0.00 | 154.54K |
ISHARES TRSOLE | MSCI ACWI ETF | 1.15M | SH | $179.99M 0.90% | 0.00 | 0.00 | 1.15M |