COPLEY, OH
Allocation by class
Portfolio Concentration
Top 3 weight
43.3%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 1.58M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.58M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.73K | SH | $24.34M 18.37% | 0.00 | 0.00 | 40.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 340.97K | SH | $21.85M 16.49% | 0.00 | 0.00 | 340.97K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 214.93K | SH | $11.16M 8.43% | 0.00 | 0.00 | 214.93K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 241.77K | SH | $7.42M 5.60% | 0.00 | 0.00 | 241.77K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 37.09K | SH | $7.12M 5.37% | 0.00 | 0.00 | 37.09K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 26.23K | SH | $6.87M 5.19% | 0.00 | 0.00 | 26.23K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 84.06K | SH | $4.54M 3.43% | 0.00 | 0.00 | 84.06K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 54.07K | SH | $4.24M 3.20% | 0.00 | 0.00 | 54.07K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 44.48K | SH | $3.68M 2.78% | 0.00 | 0.00 | 44.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.38K | SH | $3.65M 2.76% | 0.00 | 0.00 | 11.38K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 33.44K | SH | $3.56M 2.69% | 0.00 | 0.00 | 33.44K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 71.73K | SH | $3.35M 2.53% | 0.00 | 0.00 | 71.73K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 13.89K | SH | $2.86M 2.16% | 0.00 | 0.00 | 13.89K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 98.19K | SH | $2.73M 2.06% | 0.00 | 0.00 | 98.19K |
ISHARES TRSOLE | CORE MSCI TOTAL | 30.82K | SH | $2.67M 2.02% | 0.00 | 0.00 | 30.82K |
ISHARES TRSOLE | NATIONAL MUN ETF | 22.82K | SH | $2.42M 1.83% | 0.00 | 0.00 | 22.82K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 67.85K | SH | $2.20M 1.66% | 0.00 | 0.00 | 67.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11K | SH | $2.16M 1.63% | 0.00 | 0.00 | 11K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 6.42K | SH | $1.59M 1.20% | 0.00 | 0.00 | 6.42K |
APPLE INCSOLE | COM | 5.42K | SH | $1.37M 1.04% | 0.00 | 0.00 | 5.42K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 2.16K | SH | $1.33M 1.00% | 0.00 | 0.00 | 2.16K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 16.67K | SH | $1.29M 0.97% | 0.00 | 0.00 | 16.67K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 9.45K | SH | $1.04M 0.78% | 0.00 | 0.00 | 9.45K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 9.19K | SH | $918.3K 0.69% | 0.00 | 0.00 | 9.19K |
AMAZON COM INCSOLE | COM | 4K | SH | $834.1K 0.63% | 0.00 | 0.00 | 4K |