COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
29.1%
Top 10 weight
67.3%
Voting Authority Distribution
Total shares with voting rights: 23.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
23.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 3.97M | SH | $147.81M 10.38% | 0.00 | 0.00 | 3.97M |
ISHARES TRSOLE | CORE S&P500 ETF | 180.78K | SH | $135.39M 9.50% | 0.00 | 0.00 | 180.78K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 2.80M | SH | $131.46M 9.23% | 0.00 | 0.00 | 2.80M |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 2.38M | SH | $108.46M 7.61% | 0.00 | 0.00 | 2.38M |
DIMENSIONAL ETF TRUSTSOLE | US LARG VALU ETF | 2.48M | SH | $98.11M 6.89% | 0.00 | 0.00 | 2.48M |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.04M | SH | $80.52M 5.65% | 0.00 | 0.00 | 1.04M |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 785.03K | SH | $75.75M 5.32% | 0.00 | 0.00 | 785.03K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.33M | SH | $67.36M 4.73% | 0.00 | 0.00 | 2.33M |
PACKAGING CORP AMERSOLE | COM | 265.10K | SH | $63.17M 4.43% | 0.00 | 0.00 | 265.10K |
ISHARES TRSOLE | CORE S&P SCP ETF | 340.37K | SH | $50.48M 3.54% | 0.00 | 0.00 | 340.37K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 135.74K | SH | $49.64M 3.48% | 0.00 | 0.00 | 135.74K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 1.13M | SH | $41.71M 2.93% | 0.00 | 0.00 | 1.13M |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 310.76K | SH | $39.72M 2.79% | 0.00 | 0.00 | 310.76K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 472.33K | SH | $33.02M 2.32% | 0.00 | 0.00 | 472.33K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.12M | SH | $32.35M 2.27% | 0.00 | 0.00 | 1.12M |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 634.99K | SH | $22.94M 1.61% | 0.00 | 0.00 | 634.99K |
APPLE INCSOLE | COM | 69.45K | SH | $20.10M 1.41% | 0.00 | 0.00 | 69.45K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.85K | SH | $12.44M 0.87% | 0.00 | 0.00 | 24.85K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.63K | SH | $12.11M 0.85% | 0.00 | 0.00 | 17.63K |
WALMART INCSOLE | COM | 81.86K | SH | $9.27M 0.65% | 0.00 | 0.00 | 81.86K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 160.87K | SH | $8.15M 0.57% | 0.00 | 0.00 | 160.87K |
MICROSOFT CORPSOLE | COM | 21.13K | SH | $7.88M 0.55% | 0.00 | 0.00 | 21.13K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 279.26K | SH | $6.46M 0.45% | 0.00 | 0.00 | 279.26K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 78.92K | SH | $5.62M 0.39% | 0.00 | 0.00 | 78.92K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 94.87K | SH | $5.22M 0.37% | 0.00 | 0.00 | 94.87K |