COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
29.3%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 6.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 58.81K | SH | $44.03M 11.32% | 0.00 | 0.00 | 58.81K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 668.40K | SH | $36.11M 9.28% | 0.00 | 0.00 | 668.40K |
DIMENSIONAL INTERN CORE EQT MKT ETFSOLE | INTL CORE EQT MK | 823.73K | SH | $33.98M 8.73% | 0.00 | 0.00 | 823.73K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY ETF | 303.03K | SH | $24.83M 6.38% | 0.00 | 0.00 | 303.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.25K | SH | $20.64M 5.30% | 0.00 | 0.00 | 41.25K |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 471.03K | SH | $18.62M 4.79% | 0.00 | 0.00 | 471.03K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 22.70K | SH | $15.59M 4.01% | 0.00 | 0.00 | 22.70K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 181.08K | SH | $14.91M 3.83% | 0.00 | 0.00 | 181.08K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 33.99K | SH | $12.58M 3.23% | 0.00 | 0.00 | 33.99K |
BLUE OWL CAPITAL CORPORATIONSOLE | COM | 1.12M | SH | $12.54M 3.22% | 0.00 | 0.00 | 1.12M |
APPLE INCSOLE | COM | 35.68K | SH | $10.32M 2.65% | 0.00 | 0.00 | 35.68K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 342.87K | SH | $9.50M 2.44% | 0.00 | 0.00 | 342.87K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 235.92K | SH | $9.49M 2.44% | 0.00 | 0.00 | 235.92K |
NVIDIA CORPORATIONSOLE | COM | 45.27K | SH | $9.06M 2.33% | 0.00 | 0.00 | 45.27K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 112.30K | SH | $9.05M 2.33% | 0.00 | 0.00 | 112.30K |
ARES CAPITAL CORPSOLE | COM | 374.04K | SH | $6.93M 1.78% | 0.00 | 0.00 | 374.04K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 134.74K | SH | $6.82M 1.75% | 0.00 | 0.00 | 134.74K |
JPMORGAN CHASE & COSOLE | COM | 20.05K | SH | $6.56M 1.69% | 0.00 | 0.00 | 20.05K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 39.24K | SH | $6.20M 1.59% | 0.00 | 0.00 | 39.24K |
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 87.02K | SH | $6.20M 1.59% | 0.00 | 0.00 | 87.02K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 143.08K | SH | $5.01M 1.29% | 0.00 | 0.00 | 143.08K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.64K | SH | $4.93M 1.27% | 0.00 | 0.00 | 22.64K |
HUNTINGTON BANCSHARES INCSOLE | COM | 272.31K | SH | $4.87M 1.25% | 0.00 | 0.00 | 272.31K |
BROADCOM INCSOLE | COM | 10.77K | SH | $4.07M 1.05% | 0.00 | 0.00 | 10.77K |
AMAZON COM INCSOLE | COM | 13.22K | SH | $3.15M 0.81% | 0.00 | 0.00 | 13.22K |