COLUMBUS, OH
Allocation by class
Portfolio Concentration
Top 3 weight
36.1%
Top 10 weight
64.2%
Voting Authority Distribution
Total shares with voting rights: 2.02M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.02M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WORTHINGTON ENTERPRISES INCSOLE | COM | 389.60K | SH | $20.94M 15.21% | 0.00 | 0.00 | 389.60K |
PAYCHEX INCSOLE | COM | 212.10K | SH | $20.86M 15.15% | 0.00 | 0.00 | 212.10K |
NVIDIA CORPORATIONSOLE | COM | 39.20K | SH | $7.84M 5.70% | 0.00 | 0.00 | 39.20K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.75K | SH | $7.30M 5.30% | 0.00 | 0.00 | 9.75K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 225.20K | SH | $6.63M 4.81% | 0.00 | 0.00 | 225.20K |
WORTHINGTON STL INCSOLE | COM SHS | 195.28K | SH | $6.56M 4.76% | 0.00 | 0.00 | 195.28K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.24M 3.81% | 0.00 | 0.00 | 7.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 183.63K | SH | $5.09M 3.69% | 0.00 | 0.00 | 183.63K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 27.43K | SH | $4.31M 3.13% | 0.00 | 0.00 | 27.43K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.38K | SH | $3.69M 2.68% | 0.00 | 0.00 | 7.38K |
APPLE INCSOLE | COM | 10.79K | SH | $3.12M 2.27% | 0.00 | 0.00 | 10.79K |
FIRST TR EXCHANGE-TRADED FDSOLE | NO AMER ENERGY | 67.79K | SH | $2.95M 2.14% | 0.00 | 0.00 | 67.79K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 40.58K | SH | $2.42M 1.76% | 0.00 | 0.00 | 40.58K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 27.92K | SH | $2.39M 1.73% | 0.00 | 0.00 | 27.92K |
HUNTINGTON BANCSHARES INCSOLE | COM | 130.15K | SH | $2.31M 1.68% | 0.00 | 0.00 | 130.15K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.05K | SH | $1.87M 1.36% | 0.00 | 0.00 | 5.05K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.18K | SH | $1.63M 1.18% | 0.00 | 0.00 | 2.18K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.79K | SH | $1.59M 1.16% | 0.00 | 0.00 | 19.79K |
VERIZON COMMUNICATIONS INCSOLE | COM | 36.62K | SH | $1.55M 1.13% | 0.00 | 0.00 | 36.62K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 41.81K | SH | $1.54M 1.12% | 0.00 | 0.00 | 41.81K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 21.48K | SH | $1.53M 1.11% | 0.00 | 0.00 | 21.48K |
MICROSOFT CORPSOLE | COM | 3.73K | SH | $1.39M 1.01% | 0.00 | 0.00 | 3.73K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 36.47K | SH | $1.23M 0.90% | 0.00 | 0.00 | 36.47K |
INSTALLED BLDG PRODS INCSOLE | COM | 4.97K | SH | $1.14M 0.83% | 0.00 | 0.00 | 4.97K |
ALPS ETF TRSOLE | ALERIAN ENERGY | 23K | SH | $876.3K 0.64% | 0.00 | 0.00 | 23K |