COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
33.7%
Top 10 weight
71.8%
Voting Authority Distribution
Total shares with voting rights: 5.85M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.85M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 109.48K | SH | $81.99M 16.88% | 0.00 | 0.00 | 109.48K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 352.80K | SH | $41.98M 8.64% | 0.00 | 0.00 | 352.80K |
ISHARES TRSOLE | EAFE VALUE ETF | 519.92K | SH | $39.80M 8.20% | 0.00 | 0.00 | 519.92K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 146.70K | SH | $35.65M 7.34% | 0.00 | 0.00 | 146.70K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 577.79K | SH | $35.12M 7.23% | 0.00 | 0.00 | 577.79K |
ISHARES TRSOLE | INVESTMENT GRADE | 624.29K | SH | $28.16M 5.80% | 0.00 | 0.00 | 624.29K |
ISHARES TRSOLE | EAFE GRWTH ETF | 219.96K | SH | $27.37M 5.64% | 0.00 | 0.00 | 219.96K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 960.72K | SH | $24.52M 5.05% | 0.00 | 0.00 | 960.72K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 642.28K | SH | $20.37M 4.19% | 0.00 | 0.00 | 642.28K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 276.79K | SH | $13.95M 2.87% | 0.00 | 0.00 | 276.79K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 182.04K | SH | $12.48M 2.57% | 0.00 | 0.00 | 182.04K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 210.37K | SH | $12.13M 2.50% | 0.00 | 0.00 | 210.37K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 157.10K | SH | $11.19M 2.31% | 0.00 | 0.00 | 157.10K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 151.41K | SH | $10.23M 2.11% | 0.00 | 0.00 | 151.41K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.94K | SH | $9.57M 1.97% | 0.00 | 0.00 | 13.94K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 29.96K | SH | $9.08M 1.87% | 0.00 | 0.00 | 29.96K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.56K | SH | $6.99M 1.44% | 0.00 | 0.00 | 29.56K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 84.26K | SH | $6.79M 1.40% | 0.00 | 0.00 | 84.26K |
APPLE INCSOLE | COM | 19.19K | SH | $5.55M 1.14% | 0.00 | 0.00 | 19.19K |
ISHARES TRSOLE | NATIONAL MUN ETF | 27.23K | SH | $2.93M 0.60% | 0.00 | 0.00 | 27.23K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.14K | SH | $2.74M 0.56% | 0.00 | 0.00 | 25.14K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 34.73K | SH | $2.66M 0.55% | 0.00 | 0.00 | 34.73K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 21.63K | SH | $2.58M 0.53% | 0.00 | 0.00 | 21.63K |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 57.90K | SH | $2.55M 0.52% | 0.00 | 0.00 | 57.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 24.66K | SH | $2.34M 0.48% | 0.00 | 0.00 | 24.66K |