POWELL, OH
Allocation by class
Portfolio Concentration
Top 3 weight
10.9%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 938.34K
Full voting authority
938.34K
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 16.98K | SH | $4.31M 3.90% | 16.98K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 162.18K | SH | $4.01M 3.63% | 162.18K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 49.16K | SH | $3.76M 3.40% | 49.16K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 14.72K | SH | $3.50M 3.16% | 14.72K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 9.69K | SH | $3.31M 3.00% | 9.69K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 8.88K | SH | $3.17M 2.87% | 8.88K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 10.56K | SH | $3.11M 2.81% | 10.56K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 13.42K | SH | $2.92M 2.64% | 13.42K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 6.57K | SH | $2.83M 2.56% | 6.57K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 10.76K | SH | $2.82M 2.55% | 10.76K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.25K | SH | $2.68M 2.43% | 7.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 9.20K | SH | $2.65M 2.39% | 9.20K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 3.03K | SH | $2.62M 2.37% | 3.03K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.44K | SH | $2.61M 2.36% | 8.44K | 0.00 | 0.00 |
ISHARES TRSOLE | A RATE CP BD ETF | 54.74K | SH | $2.61M 2.36% | 54.74K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 16.18K | SH | $2.58M 2.34% | 16.18K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 50.75K | SH | $2.51M 2.27% | 50.75K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 22.05K | SH | $2.45M 2.21% | 22.05K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 12.41K | SH | $2.44M 2.20% | 12.41K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.44K | SH | $2.43M 2.20% | 2.44K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.62K | SH | $2.38M 2.15% | 13.62K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 8.40K | SH | $2.36M 2.14% | 8.40K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 10.27K | SH | $2.36M 2.14% | 10.27K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 50.51K | SH | $2.32M 2.10% | 50.51K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 12.83K | SH | $2.22M 2.01% | 12.83K | 0.00 | 0.00 |