CINCINNATI, OH
Allocation by class
Portfolio Concentration
Top 3 weight
28.3%
Top 10 weight
64.8%
Voting Authority Distribution
Total shares with voting rights: 869.24K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
869.24K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 216.52K | SH | $5.06M 10.83% | 0.00 | 0.00 | 216.52K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.84K | SH | $4.31M 9.23% | 0.00 | 0.00 | 8.84K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.19K | SH | $3.86M 8.25% | 0.00 | 0.00 | 20.19K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 100.34K | SH | $3.32M 7.10% | 0.00 | 0.00 | 100.34K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 41.05K | SH | $3.27M 7.00% | 0.00 | 0.00 | 41.05K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 45.09K | SH | $2.25M 4.81% | 0.00 | 0.00 | 45.09K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 45.97K | SH | $2.22M 4.75% | 0.00 | 0.00 | 45.97K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 64.59K | SH | $2.21M 4.73% | 0.00 | 0.00 | 64.59K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 62.22K | SH | $2.05M 4.39% | 0.00 | 0.00 | 62.22K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 9.88K | SH | $1.75M 3.75% | 0.00 | 0.00 | 9.88K |
J P MORGAN EXCHANGE TRADED FSOLE | SMALL & MID CAP | 25.30K | SH | $1.63M 3.48% | 0.00 | 0.00 | 25.30K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 4.33K | SH | $1.31M 2.80% | 0.00 | 0.00 | 4.33K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 5.86K | SH | $1.24M 2.66% | 0.00 | 0.00 | 5.86K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 4.02K | SH | $1.12M 2.40% | 0.00 | 0.00 | 4.02K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 32.60K | SH | $1.07M 2.29% | 0.00 | 0.00 | 32.60K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 30.22K | SH | $798.3K 1.71% | 0.00 | 0.00 | 30.22K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 22.93K | SH | $747.8K 1.60% | 0.00 | 0.00 | 22.93K |
VANGUARD INTL EQUITY INDEX FSOLE | GLB EX US ETF | 16.09K | SH | $737.8K 1.58% | 0.00 | 0.00 | 16.09K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 7.67K | SH | $590.9K 1.26% | 0.00 | 0.00 | 7.67K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 10.25K | SH | $541.9K 1.16% | 0.00 | 0.00 | 10.25K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 5.99K | SH | $507.2K 1.09% | 0.00 | 0.00 | 5.99K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 1.05K | SH | $499.3K 1.07% | 0.00 | 0.00 | 1.05K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 6.70K | SH | $496.5K 1.06% | 0.00 | 0.00 | 6.70K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 16.15K | SH | $478.2K 1.02% | 0.00 | 0.00 | 16.15K |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 6.52K | SH | $464.5K 0.99% | 0.00 | 0.00 | 6.52K |