LAFAYETTE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
12.6%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 6.62M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.62M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 125.57K | SH | $17.88M 4.49% | 0.00 | 0.00 | 125.57K |
ISHARES TRSOLE | CORE S&P500 ETF | 26.77K | SH | $17.48M 4.39% | 0.00 | 0.00 | 26.77K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 208.72K | SH | $14.98M 3.76% | 0.00 | 0.00 | 208.72K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.65K | SH | $13.65M 3.43% | 0.00 | 0.00 | 23.65K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 217.88K | SH | $12.68M 3.18% | 0.00 | 0.00 | 217.88K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 28.28K | SH | $12.06M 3.03% | 0.00 | 0.00 | 28.28K |
ISHARES TRSOLE | MSCI USA QLT FCT | 53.66K | SH | $10.29M 2.59% | 0.00 | 0.00 | 53.66K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 313.31K | SH | $10.07M 2.53% | 0.00 | 0.00 | 313.31K |
EXXON MOBIL CORPSOLE | COM | 47.82K | SH | $8.11M 2.04% | 0.00 | 0.00 | 47.82K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 88.44K | SH | $7.82M 1.97% | 0.00 | 0.00 | 88.44K |
ISHARES INCSOLE | CORE MSCI EMKT | 110.35K | SH | $7.70M 1.93% | 0.00 | 0.00 | 110.35K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 138.02K | SH | $6.99M 1.76% | 0.00 | 0.00 | 138.02K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.89K | SH | $6.51M 1.63% | 0.00 | 0.00 | 10.89K |
ISHARES TRSOLE | MSCI USA MMENTM | 26.21K | SH | $6.29M 1.58% | 0.00 | 0.00 | 26.21K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 61.49K | SH | $6.19M 1.56% | 0.00 | 0.00 | 61.49K |
ISHARES TRSOLE | US TREAS BD ETF | 269.73K | SH | $6.18M 1.55% | 0.00 | 0.00 | 269.73K |
DIAMOND HILL INVT GROUP INCSOLE | COM NEW | 33.59K | SH | $5.78M 1.45% | 0.00 | 0.00 | 33.59K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 122.47K | SH | $5.65M 1.42% | 0.00 | 0.00 | 122.47K |
BONDBLOXX ETF TRUSTSOLE | IR M TAXAWARE | 107.93K | SH | $5.46M 1.37% | 0.00 | 0.00 | 107.93K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 150.24K | SH | $5.44M 1.37% | 0.00 | 0.00 | 150.24K |
SIBANYE STILLWATER LTDSOLE | SPONSORED ADR | 428.66K | SH | $5.28M 1.33% | 0.00 | 0.00 | 428.66K |
NORTHROP GRUMMAN CORPSOLE | COM | 7.40K | SH | $5.05M 1.27% | 0.00 | 0.00 | 7.40K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 103.09K | SH | $4.95M 1.24% | 0.00 | 0.00 | 103.09K |
APPLE INCSOLE | COM | 19.14K | SH | $4.86M 1.22% | 0.00 | 0.00 | 19.14K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 115.50K | SH | $4.74M 1.19% | 0.00 | 0.00 | 115.50K |