COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
30.1%
Top 10 weight
60.7%
Voting Authority Distribution
Total shares with voting rights: 5.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 59.05K | SH | $38.51M 10.97% | 0.00 | 0.00 | 59.05K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 662.17K | SH | $34.95M 9.95% | 0.00 | 0.00 | 662.17K |
DIMENSIONAL INTERN CORE EQT MKT ETFSOLE | INTL CORE EQT MK | 825.55K | SH | $32.16M 9.16% | 0.00 | 0.00 | 825.55K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 302.82K | SH | $21.47M 6.11% | 0.00 | 0.00 | 302.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.92K | SH | $20.09M 5.72% | 0.00 | 0.00 | 41.92K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 462.49K | SH | $16.52M 4.70% | 0.00 | 0.00 | 462.49K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 22.79K | SH | $13.62M 3.88% | 0.00 | 0.00 | 22.79K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 179.51K | SH | $12.77M 3.64% | 0.00 | 0.00 | 179.51K |
BLUE OWL CAPITAL CORPORATIONSOLE | COM | 1.06M | SH | $12.06M 3.43% | 0.00 | 0.00 | 1.06M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 34.53K | SH | $11.08M 3.15% | 0.00 | 0.00 | 34.53K |
APPLE INCSOLE | COM | 36.15K | SH | $9.17M 2.61% | 0.00 | 0.00 | 36.15K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 340.10K | SH | $8.42M 2.40% | 0.00 | 0.00 | 340.10K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 27.71K | SH | $7.96M 2.27% | 0.00 | 0.00 | 27.71K |
NVIDIA CORPORATIONSOLE | COM | 45.18K | SH | $7.88M 2.24% | 0.00 | 0.00 | 45.18K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 227.92K | SH | $7.72M 2.20% | 0.00 | 0.00 | 227.92K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 132.77K | SH | $6.62M 1.89% | 0.00 | 0.00 | 132.77K |
ARES CAPITAL CORPSOLE | COM | 338.39K | SH | $6.10M 1.74% | 0.00 | 0.00 | 338.39K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 40.29K | SH | $5.97M 1.70% | 0.00 | 0.00 | 40.29K |
JPMORGAN CHASE & COSOLE | COM | 20.20K | SH | $5.94M 1.69% | 0.00 | 0.00 | 20.20K |
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 87.12K | SH | $5.58M 1.59% | 0.00 | 0.00 | 87.12K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 139.83K | SH | $4.71M 1.34% | 0.00 | 0.00 | 139.83K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 23.16K | SH | $4.54M 1.29% | 0.00 | 0.00 | 23.16K |
HUNTINGTON BANCSHARES INCSOLE | COM | 272.39K | SH | $4.31M 1.23% | 0.00 | 0.00 | 272.39K |
BROADCOM INCSOLE | COM | 10.92K | SH | $3.38M 0.96% | 0.00 | 0.00 | 10.92K |
AMAZON COM INCSOLE | COM | 13.25K | SH | $2.76M 0.79% | 0.00 | 0.00 | 13.25K |