WESTERVILLE, OH
Allocation by class
Portfolio Concentration
Top 3 weight
19.4%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 4.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
T ROWE PRICE EXCHANGE-TRADEDSOLE | PRICE DIV GRWT | 395.60K | SH | $19.59M 7.04% | 0.00 | 0.00 | 395.60K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 149.43K | SH | $19.06M 6.85% | 0.00 | 0.00 | 149.43K |
ARTIVION INCSOLE | COM | 634.22K | SH | $15.28M 5.49% | 0.00 | 0.00 | 634.22K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 76.50K | SH | $12.32M 4.43% | 0.00 | 0.00 | 76.50K |
APPLE INCSOLE | COM | 34.15K | SH | $10.77M 3.87% | 0.00 | 0.00 | 34.15K |
ISHARES TRSOLE | CORE DIV GRWTH | 120.78K | SH | $9.31M 3.34% | 0.00 | 0.00 | 120.78K |
HARTFORD FDS EXCHANGE TRADEDSOLE | SCHRDRS TAX BD | 480.10K | SH | $9.17M 3.29% | 0.00 | 0.00 | 480.10K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 155.37K | SH | $7.85M 2.82% | 0.00 | 0.00 | 155.37K |
J P MORGAN EXCHANGE TRADED FSOLE | U S TEC LEA ETF | 73.38K | SH | $7.67M 2.76% | 0.00 | 0.00 | 73.38K |
AMAZON COM INCSOLE | COM | 30.71K | SH | $7.54M 2.71% | 0.00 | 0.00 | 30.71K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 33.17K | SH | $7.27M 2.61% | 0.00 | 0.00 | 33.17K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.15K | SH | $7.04M 2.53% | 0.00 | 0.00 | 10.15K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 68.40K | SH | $6.62M 2.38% | 0.00 | 0.00 | 68.40K |
ISHARES TRSOLE | MRGSTR MD CP ETF | 64.82K | SH | $6.30M 2.26% | 0.00 | 0.00 | 64.82K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 107.55K | SH | $5.70M 2.05% | 0.00 | 0.00 | 107.55K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 102.59K | SH | $4.75M 1.71% | 0.00 | 0.00 | 102.59K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.30K | SH | $4.57M 1.64% | 0.00 | 0.00 | 6.30K |
JPMORGAN CHASE & COSOLE | COM | 12.86K | SH | $4.33M 1.55% | 0.00 | 0.00 | 12.86K |
NVIDIA CORPORATIONSOLE | COM | 17.56K | SH | $3.70M 1.33% | 0.00 | 0.00 | 17.56K |
ALPHABET INCSOLE | CAP STK CL C | 9.38K | SH | $3.33M 1.20% | 0.00 | 0.00 | 9.38K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 69.11K | SH | $3.19M 1.15% | 0.00 | 0.00 | 69.11K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 73.61K | SH | $3.19M 1.14% | 0.00 | 0.00 | 73.61K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 69.60K | SH | $3.10M 1.12% | 0.00 | 0.00 | 69.60K |
INVESCO QQQ TRSOLE | PUT | 4.20K | SH | $3.05M 1.09% | 0.00 | 0.00 | 4.20K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 57.69K | SH | $2.77M 1.00% | 0.00 | 0.00 | 57.69K |