COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
27.4%
Top 10 weight
62.9%
Voting Authority Distribution
Total shares with voting rights: 9.32M
Full voting authority
9.32M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 114.62K | SH | $68.49M 10.26% | 114.62K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 905.64K | SH | $66.69M 9.99% | 905.63K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.63M | SH | $47.52M 7.12% | 1.63M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 62.30K | SH | $40.52M 6.07% | 62.30K | 0.00 | 0.00 |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 828.75K | SH | $37.83M 5.67% | 828.75K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 485.20K | SH | $37.14M 5.56% | 485.20K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 228.01K | SH | $31.54M 4.73% | 228.01K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.01M | SH | $30.87M 4.63% | 1.01M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 562.18K | SH | $30.39M 4.55% | 562.18K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 599.77K | SH | $28.98M 4.34% | 599.77K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 476.14K | SH | $28.20M 4.22% | 476.14K | 0.00 | 0.00 |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 35.38K | SH | $21.82M 3.27% | 35.38K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 66.81K | SH | $16.96M 2.54% | 66.81K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 143.63K | SH | $11.89M 1.78% | 143.63K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 503.96K | SH | $11.75M 1.76% | 503.96K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 90.64K | SH | $10.25M 1.54% | 90.64K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 38.82K | SH | $9.63M 1.44% | 38.81K | 0.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 336.36K | SH | $8.17M 1.22% | 336.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.60K | SH | $7.25M 1.09% | 41.60K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 89.80K | SH | $6.75M 1.01% | 89.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 29.91K | SH | $6.23M 0.93% | 29.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.96K | SH | $5.91M 0.89% | 15.96K | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | HEDGED EQUITY | 185.67K | SH | $5.85M 0.88% | 185.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 18.48K | SH | $5.30M 0.79% | 18.48K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 LOW VOL | 69.44K | SH | $5.08M 0.76% | 69.44K | 0.00 | 0.00 |