| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 112,856 | 21,749,000 | 18.05% | ||
| 2 | VANGUARD MALVERN FDS | 284,849 | 13,781,000 | 11.44% | ||
| 3 | ISHARES TR | 100,725 | 13,760,000 | 11.42% | ||
| 4 | VANGUARD INDEX FDS | 110,394 | 13,002,000 | 10.79% | ||
| 5 | ISHARES TR | 98,935 | 10,544,000 | 8.75% | ||
| 6 | SCHWAB U.S. BROAD MARKET ETF | 193,613 | 8,980,000 | 7.45% | ||
| 7 | ISHARES TR | 146,283 | 8,385,000 | 6.96% | ||
| 8 | SCHWAB INTERNATIONAL EQUITY ETF | 188,512 | 5,160,000 | 4.28% | ||
| 9 | SCHWAB U.S. MID-CAP ETF | 90,245 | 3,512,000 | 2.91% | ||
| 10 | SCHWAB U.S. SMALL-CAP ETF | 64,333 | 3,267,000 | 2.71% | ||
| 11 | SCHWAB US AGGREGATE BOND ETF | 48,005 | 2,503,000 | 2.08% | ||
| 12 | PACKAGING CORP AMER | 29,406 | 1,769,000 | 1.47% | ||
| 13 | ISHARES TR | 12,463 | 907,000 | 0.75% | ||
| 14 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 30,864 | 881,000 | 0.73% | ||
| 15 | BERKSHIRE HATHAWAY INC DEL | 4 | 781,000 | 0.65% | ||
| 16 | PROCTER AND GAMBLE CO | 10,421 | 750,000 | 0.62% | ||
| 17 | APPLE INC | 6,794 | 749,000 | 0.62% | ||
| 18 | SPDR S&P 500 ETF TR | 3,698 | 709,000 | 0.59% | ||
| 19 | LOCKHEED MARTIN CORP | 2,744 | 569,000 | 0.47% | ||
| 20 | MERCK & CO INC | 10,917 | 539,000 | 0.45% | ||
| 21 | ISHARES TR | 4,416 | 484,000 | 0.40% | ||
| 22 | EXXON MOBIL CORP | 6,073 | 452,000 | 0.38% | ||
| 23 | ISHARES TR | 4,851 | 451,000 | 0.37% | ||
| 24 | ISHARES COHEN & STEERS REIT ETF | 4,816 | 446,000 | 0.37% | ||
| 25 | ISHARES TR | 12,875 | 422,000 | 0.35% | ||
| 26 | AT&T INC | 12,524 | 408,000 | 0.34% | ||
| 27 | CINCINNATI FIN | 7,572 | 407,000 | 0.34% | ||
| 28 | ALTRIA GROUP INC | 7,473 | 407,000 | 0.34% | ||
| 29 | KROGER CO | 11,148 | 402,000 | 0.33% | ||
| 30 | POWERSHARES N/C 6/4/18 46137V613 | 4,718 | 391,000 | 0.32% | ||
| 31 | PPG INDS INC | 4,018 | 352,000 | 0.29% | ||
| 32 | PHILIP MORRIS INTL INC | 3,950 | 313,000 | 0.26% | ||
| 33 | MICROSOFT CORP | 6,648 | 294,000 | 0.24% | ||
| 34 | BRISTOL MYERS SQUIBB CO | 4,818 | 285,000 | 0.24% | ||
| 35 | PEPSICO INC | 2,991 | 282,000 | 0.23% | ||
| 36 | JPMORGAN CHASE & CO | 4,451 | 271,000 | 0.22% | ||
| 37 | VERIZON COMMUNICATIONS INC | 6,177 | 269,000 | 0.22% | ||
| 38 | VANGUARD INDEX FDS | 3,292 | 253,000 | 0.21% | ||
| 39 | ABBVIE INC | 4,466 | 243,000 | 0.20% | ||
| 40 | SCHWAB EMERGING MARKETS EQUITY ETF | 11,917 | 241,000 | 0.20% | ||
| 41 | HONEYWELL INTL INC | 2,533 | 240,000 | 0.20% | ||
| 42 | DISNEY WALT CO | 2,304 | 236,000 | 0.20% | ||
| 43 | VANGUARD INDEX FDS | 2,275 | 228,000 | 0.19% | ||
| 44 | ABBOTT LABS | 5,149 | 207,000 | 0.17% | ||
| 45 | WORTHINGTON INDS INC | 7,589 | 201,000 | 0.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001861, filed 2015.11.03).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
