AKRON, OH
Allocation by class
Portfolio Concentration
Top 3 weight
15.6%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 231.28M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
231.28M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 3.79M | SH | $1.22B 6.80% | 0.00 | 0.00 | 3.79M |
EA SERIES TRUSTSOLE | SEQUOIA GLOBAL V | 31.83M | SH | $1.04B 5.84% | 0.00 | 0.00 | 31.83M |
ISHARES TRSOLE | CORE MSCI TOTAL | 6.05M | SH | $524.10M 2.93% | 0.00 | 0.00 | 6.05M |
APPLE INCSOLE | COM | 1.95M | SH | $494.38M 2.76% | 0.00 | 0.00 | 1.95M |
NVIDIA CORPORATIONSOLE | COM | 2.70M | SH | $470.82M 2.63% | 0.00 | 0.00 | 2.70M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 3.48M | SH | $381.93M 2.14% | 0.00 | 0.00 | 3.48M |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 5.92M | SH | $342.87M 1.92% | 0.00 | 0.00 | 5.92M |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 7.38M | SH | $332.97M 1.86% | 0.00 | 0.00 | 7.38M |
MICROSOFT CORPSOLE | COM | 840.09K | SH | $310.98M 1.74% | 0.00 | 0.00 | 840.09K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 6.38M | SH | $294.09M 1.64% | 0.00 | 0.00 | 6.38M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 3.68M | SH | $291.36M 1.63% | 0.00 | 0.00 | 3.68M |
PIMCO ETF TRSOLE | MULTISECTOR BD | 10.99M | SH | $288.07M 1.61% | 0.00 | 0.00 | 10.99M |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 5.44M | SH | $282.69M 1.58% | 0.00 | 0.00 | 5.44M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 3.38M | SH | $264.91M 1.48% | 0.00 | 0.00 | 3.38M |
AMAZON COM INCSOLE | COM | 1.12M | SH | $233.18M 1.30% | 0.00 | 0.00 | 1.12M |
ALPHABET INCSOLE | CAP STK CL C | 753.27K | SH | $216.08M 1.21% | 0.00 | 0.00 | 753.27K |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.98M | SH | $209.86M 1.17% | 0.00 | 0.00 | 1.98M |
SPDR GOLD TRSOLE | GOLD SHS | 469.51K | SH | $202.02M 1.13% | 0.00 | 0.00 | 469.51K |
BROADCOM INCSOLE | COM | 642.76K | SH | $198.91M 1.11% | 0.00 | 0.00 | 642.76K |
T ROWE PRICE ETF INCSOLE | PRICE DIV GRWT | 4.23M | SH | $189.00M 1.06% | 0.00 | 0.00 | 4.23M |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 5.35M | SH | $184.68M 1.03% | 0.00 | 0.00 | 5.35M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 5.28M | SH | $170.23M 0.95% | 0.00 | 0.00 | 5.28M |
ISHARES TRSOLE | MSCI ACWI ETF | 1.20M | SH | $165.75M 0.93% | 0.00 | 0.00 | 1.20M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 781.28K | SH | $153.29M 0.86% | 0.00 | 0.00 | 781.28K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 2M | SH | $151.77M 0.85% | 0.00 | 0.00 | 2M |