COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Full voting authority
3.66M
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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 344.45K | SH | $18.52M 7.79% | 344.45K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 50.94K | SH | $15.40M 6.48% | 50.94K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 284.76K | SH | $13.68M 5.76% | 284.76K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 161.54K | SH | $12.67M 5.33% | 161.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 47.89K | SH | $12.54M 5.28% | 47.89K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 338.17K | SH | $11.45M 4.82% | 338.17K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA INT | 224.83K | SH | $9.70M 4.08% | 224.83K | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 328.06K | SH | $9.67M 4.07% | 328.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 135.61K | SH | $8.47M 3.56% | 135.61K | 0.00 | 0.00 |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 167.20K | SH | $6.72M 2.83% | 167.20K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 60.34K | SH | $6.67M 2.81% | 60.34K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 9.85K | SH | $6.43M 2.71% | 9.85K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDERS USD | 120.79K | SH | $5.54M 2.33% | 120.79K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 191.97K | SH | $5.10M 2.15% | 191.97K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US LARGE CAP VAL | 139.62K | SH | $4.99M 2.10% | 139.62K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 32.75K | SH | $4.77M 2.01% | 32.75K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 91.11K | SH | $4.61M 1.94% | 91.11K | 0.00 | 0.00 |
LATTICE STRATEGIES TRSOLE | HARTFORD MLT ETF | 94.39K | SH | $3.72M 1.57% | 94.39K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.45K | SH | $3.55M 1.49% | 5.45K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 41.81K | SH | $3.37M 1.42% | 41.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 26.43K | SH | $3.29M 1.38% | 26.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 13.61K | SH | $2.96M 1.24% | 13.61K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.87M 1.21% | 4.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.35K | SH | $2.63M 1.11% | 10.35K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.74K | SH | $2.27M 0.96% | 4.74K | 0.00 | 0.00 |