WESTERVILLE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
23.4%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 178.73M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
178.73M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 47.95K | SH | $15.38M 8.61% | 0.00 | 0.00 | 15.38M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 190.25K | SH | $14.67M 8.21% | 0.00 | 0.00 | 14.67M |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 275.53K | SH | $11.72M 6.56% | 0.00 | 0.00 | 11.72M |
ABBVIE INCSOLE | COM | 51.89K | SH | $11.29M 6.31% | 0.00 | 0.00 | 11.29M |
ISHARES INCSOLE | MSCI EQUAL WEITE | 83.69K | SH | $8.52M 4.77% | 0.00 | 0.00 | 8.52M |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 222.40K | SH | $7.98M 4.47% | 0.00 | 0.00 | 7.98M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 108.01K | SH | $7.95M 4.45% | 0.00 | 0.00 | 7.95M |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 188.93K | SH | $7.59M 4.25% | 0.00 | 0.00 | 7.59M |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 277.46K | SH | $7.56M 4.23% | 0.00 | 0.00 | 7.56M |
CAPITAL GRP FIXED INCM ETF TSOLE | CORE PLUS INCM | 322.05K | SH | $7.19M 4.03% | 0.00 | 0.00 | 7.19M |
APPLE INCSOLE | COM | 25.08K | SH | $6.36M 3.56% | 0.00 | 0.00 | 6.36M |
ABBOTT LABORATORIESSOLE | COM | 51.43K | SH | $5.28M 2.95% | 0.00 | 0.00 | 5.28M |
EXXON MOBIL CORPSOLE | COM | 27.40K | SH | $4.65M 2.60% | 0.00 | 0.00 | 4.65M |
CAPITAL GROUP INTERNATIONALSOLE | SHS | 135.60K | SH | $4.49M 2.51% | 0.00 | 0.00 | 4.49M |
MICROSOFT CORPSOLE | COM | 10.35K | SH | $3.83M 2.14% | 0.00 | 0.00 | 3.83M |
AMAZON COM INCSOLE | COM | 17.95K | SH | $3.74M 2.09% | 0.00 | 0.00 | 3.74M |
PACER FDS TRSOLE | US CASH COWS 100 | 43.05K | SH | $2.69M 1.51% | 0.00 | 0.00 | 2.69M |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 82.58K | SH | $2.44M 1.36% | 0.00 | 0.00 | 2.44M |
ALPHABET INCSOLE | CAP STK CL A | 5.87K | SH | $1.69M 0.94% | 0.00 | 0.00 | 1.69M |
BROADCOM INCSOLE | COM | 5.05K | SH | $1.56M 0.87% | 0.00 | 0.00 | 1.56M |
ISHARES GOLD TRSOLE | ISHARES NEW | 15.88K | SH | $1.40M 0.78% | 0.00 | 0.00 | 1.40M |
PHILIP MORRIS INTL INCSOLE | COM | 8.43K | SH | $1.39M 0.78% | 0.00 | 0.00 | 1.39M |
NVIDIA CORPORATIONSOLE | COM | 7.36K | SH | $1.28M 0.72% | 0.00 | 0.00 | 1.28M |
ISHARES SILVER TRSOLE | ISHARES | 17.73K | SH | $1.21M 0.68% | 0.00 | 0.00 | 1.21M |
GE VERNOVA INCSOLE | COM | 1.35K | SH | $1.18M 0.66% | 0.00 | 0.00 | 1.18M |