KENDALLVILLE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
29.0%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 5.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | INF TECH ETF | 502.04K | SH | $60.00M 12.75% | 0.00 | 0.00 | 502.04K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 554.01K | SH | $43.78M 9.31% | 0.00 | 0.00 | 554.01K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 420.56K | SH | $32.48M 6.90% | 0.00 | 0.00 | 420.56K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 484.14K | SH | $28.55M 6.07% | 0.00 | 0.00 | 484.14K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 488.85K | SH | $28.45M 6.05% | 0.00 | 0.00 | 488.85K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 20.15K | SH | $15.05M 3.20% | 0.00 | 0.00 | 20.15K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 419.82K | SH | $14.21M 3.02% | 0.00 | 0.00 | 419.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 28.16K | SH | $14.09M 2.99% | 0.00 | 0.00 | 28.16K |
DOUBLELINE ETF TRUSTSOLE | MORTGAGE ETF | 257.11K | SH | $12.62M 2.68% | 0.00 | 0.00 | 257.11K |
ALPHABET INCSOLE | CAP STK CL C | 34.65K | SH | $12.24M 2.60% | 0.00 | 0.00 | 34.65K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 51.24K | SH | $11.17M 2.37% | 0.00 | 0.00 | 51.24K |
MICROSOFT CORPSOLE | COM | 26.57K | SH | $9.91M 2.11% | 0.00 | 0.00 | 26.57K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.14K | SH | $9.84M 2.09% | 0.00 | 0.00 | 13.14K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 190.18K | SH | $9.62M 2.04% | 0.00 | 0.00 | 190.18K |
JPMORGAN CHASE & COSOLE | COM | 28.38K | SH | $9.29M 1.97% | 0.00 | 0.00 | 28.38K |
HARBOR ETF TRUSTSOLE | INTERNATNAL COMP | 297.67K | SH | $9.09M 1.93% | 0.00 | 0.00 | 297.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 253.20K | SH | $8.87M 1.89% | 0.00 | 0.00 | 253.20K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 284.72K | SH | $8.38M 1.78% | 0.00 | 0.00 | 284.72K |
META PLATFORMS INCSOLE | CL A | 10.65K | SH | $6.00M 1.27% | 0.00 | 0.00 | 10.65K |
VISA INCSOLE | COM CL A | 16.73K | SH | $5.74M 1.22% | 0.00 | 0.00 | 16.73K |
RTX CORPORATIONSOLE | COM | 29.80K | SH | $5.65M 1.20% | 0.00 | 0.00 | 29.80K |
JOHNSON & JOHNSONSOLE | COM | 20.91K | SH | $5.31M 1.13% | 0.00 | 0.00 | 20.91K |
SELECT SECTOR SPDR TRSOLE | ST STR ENERG ETF | 98.14K | SH | $5.21M 1.11% | 0.00 | 0.00 | 98.14K |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 16.11K | SH | $4.82M 1.02% | 0.00 | 0.00 | 16.11K |
LOWES COS INCSOLE | COM | 21.64K | SH | $4.77M 1.01% | 0.00 | 0.00 | 21.64K |