COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 23.24M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
23.24M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 3.89M | SH | $138.12M 10.88% | 0.00 | 0.00 | 3.89M |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 2.64M | SH | $124.26M 9.79% | 0.00 | 0.00 | 2.64M |
ISHARES TRSOLE | CORE S&P500 ETF | 167.66K | SH | $109.51M 8.63% | 0.00 | 0.00 | 167.66K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 2.23M | SH | $101.58M 8.00% | 0.00 | 0.00 | 2.23M |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 2.41M | SH | $86.00M 6.78% | 0.00 | 0.00 | 2.41M |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.67M | SH | $67.07M 5.29% | 0.00 | 0.00 | 2.67M |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 829.34K | SH | $66.83M 5.27% | 0.00 | 0.00 | 829.34K |
ISHARES TRSOLE | CORE S&P MCP ETF | 972.22K | SH | $65.65M 5.17% | 0.00 | 0.00 | 972.22K |
PACKAGING CORP AMERSOLE | COM | 245.66K | SH | $52.13M 4.11% | 0.00 | 0.00 | 245.66K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 138.37K | SH | $41.82M 3.30% | 0.00 | 0.00 | 138.37K |
ISHARES TRSOLE | CORE S&P SCP ETF | 323.48K | SH | $40.21M 3.17% | 0.00 | 0.00 | 323.48K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 1.28M | SH | $39.70M 3.13% | 0.00 | 0.00 | 1.28M |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 1.06M | SH | $28.23M 2.22% | 0.00 | 0.00 | 1.06M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 446.29K | SH | $27.87M 2.20% | 0.00 | 0.00 | 446.29K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 248.74K | SH | $27.28M 2.15% | 0.00 | 0.00 | 248.74K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 740.76K | SH | $21.54M 1.70% | 0.00 | 0.00 | 740.76K |
APPLE INCSOLE | COM | 70.12K | SH | $17.80M 1.40% | 0.00 | 0.00 | 70.12K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.36K | SH | $12.15M 0.96% | 0.00 | 0.00 | 25.36K |
WALMART INCSOLE | COM | 82.41K | SH | $10.24M 0.81% | 0.00 | 0.00 | 82.41K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.04K | SH | $10.18M 0.80% | 0.00 | 0.00 | 17.04K |
J P MORGAN EXCHANGE TRADED FSOLE | MUNICIPAL ETF | 157.49K | SH | $7.87M 0.62% | 0.00 | 0.00 | 157.49K |
MICROSOFT CORPSOLE | COM | 21.10K | SH | $7.81M 0.62% | 0.00 | 0.00 | 21.10K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 328.67K | SH | $7.63M 0.60% | 0.00 | 0.00 | 328.67K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 79K | SH | $5.06M 0.40% | 0.00 | 0.00 | 79K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 199.17K | SH | $4.93M 0.39% | 0.00 | 0.00 | 199.17K |