COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
29.4%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 6.77M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.77M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 56.10K | SH | $42.89M 11.04% | 0.00 | 0.00 | 56.10K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 666.68K | SH | $37.24M 9.59% | 0.00 | 0.00 | 666.68K |
DIMENSIONAL INTERN CORE EQT MKT ETFSOLE | INTL CORE EQT MK | 822.59K | SH | $34.08M 8.77% | 0.00 | 0.00 | 822.59K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 301.88K | SH | $25.06M 6.45% | 0.00 | 0.00 | 301.88K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 37.95K | SH | $18.90M 4.86% | 0.00 | 0.00 | 37.95K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 469.48K | SH | $18.86M 4.85% | 0.00 | 0.00 | 469.48K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.80K | SH | $16.68M 4.29% | 0.00 | 0.00 | 23.80K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 182.45K | SH | $14.13M 3.64% | 0.00 | 0.00 | 182.45K |
BLUE OWL CAPITAL CORPORATIONSOLE | COM | 1.15M | SH | $12.41M 3.20% | 0.00 | 0.00 | 1.15M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 32.66K | SH | $12.22M 3.15% | 0.00 | 0.00 | 32.66K |
APPLE INCSOLE | COM | 34.21K | SH | $11.39M 2.93% | 0.00 | 0.00 | 34.21K |
NVIDIA CORPORATIONSOLE | COM | 48.19K | SH | $11.02M 2.84% | 0.00 | 0.00 | 48.19K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 274.31K | SH | $10.78M 2.78% | 0.00 | 0.00 | 274.31K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 341.50K | SH | $9.38M 2.41% | 0.00 | 0.00 | 341.50K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 115.89K | SH | $9.09M 2.34% | 0.00 | 0.00 | 115.89K |
JPMORGAN CHASE & COSOLE | COM | 23.19K | SH | $7.67M 1.98% | 0.00 | 0.00 | 23.19K |
ARES CAPITAL CORPSOLE | COM | 361.04K | SH | $6.90M 1.78% | 0.00 | 0.00 | 361.04K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 143.46K | SH | $6.79M 1.75% | 0.00 | 0.00 | 143.46K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 38.44K | SH | $5.97M 1.54% | 0.00 | 0.00 | 38.44K |
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 82.63K | SH | $5.83M 1.50% | 0.00 | 0.00 | 82.63K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 155.47K | SH | $5.63M 1.45% | 0.00 | 0.00 | 155.47K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.61K | SH | $4.45M 1.15% | 0.00 | 0.00 | 20.61K |
HUNTINGTON BANCSHARES INCSOLE | COM | 272.37K | SH | $4.20M 1.08% | 0.00 | 0.00 | 272.37K |
BROADCOM INCSOLE | COM | 10.71K | SH | $3.76M 0.97% | 0.00 | 0.00 | 10.71K |
AMAZON COM INCSOLE | COM | 13.40K | SH | $3.34M 0.86% | 0.00 | 0.00 | 13.40K |