INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
46.5%
Top 10 weight
59.5%
Voting Authority Distribution
Total shares with voting rights: 8.50M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.50M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & COSOLE | COM | 345.98K | SH | $318.22M 35.83% | 0.00 | 0.00 | 345.98K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 1.53M | SH | $59.53M 6.70% | 0.00 | 0.00 | 1.53M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 703.78K | SH | $35.11M 3.95% | 0.00 | 0.00 | 703.78K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 774K | SH | $26.21M 2.95% | 0.00 | 0.00 | 774K |
APPLE INCSOLE | COM | 76.89K | SH | $19.51M 2.20% | 0.00 | 0.00 | 76.89K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 172.11K | SH | $17.19M 1.94% | 0.00 | 0.00 | 172.11K |
ISHARES TRSOLE | EAFE GRWTH ETF | 123.40K | SH | $13.74M 1.55% | 0.00 | 0.00 | 123.40K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 20.73K | SH | $13.48M 1.52% | 0.00 | 0.00 | 20.73K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 165.14K | SH | $13.01M 1.46% | 0.00 | 0.00 | 165.14K |
MICROSOFT CORPSOLE | COM | 33.70K | SH | $12.48M 1.40% | 0.00 | 0.00 | 33.70K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 289.58K | SH | $11.64M 1.31% | 0.00 | 0.00 | 289.58K |
SSGA ACTIVE ETF TRSOLE | STATE STREET DOU | 253.47K | SH | $10.07M 1.13% | 0.00 | 0.00 | 253.47K |
INNOVATOR ETFS TRUSTSOLE | US EQT PWR BUF | 235.93K | SH | $9.39M 1.06% | 0.00 | 0.00 | 235.93K |
JPMORGAN CHASE & COSOLE | COM | 31.50K | SH | $9.27M 1.04% | 0.00 | 0.00 | 31.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.49K | SH | $8.86M 1.00% | 0.00 | 0.00 | 18.49K |
ISHARES TRSOLE | CORE S&P500 ETF | 11.89K | SH | $7.77M 0.87% | 0.00 | 0.00 | 11.89K |
ISHARES TRSOLE | MRGSTR MD CP VAL | 91.32K | SH | $7.74M 0.87% | 0.00 | 0.00 | 91.32K |
FIRST TR EXCHANGE-TRADED ALPSOLE | SML CP GRW ALP | 77.17K | SH | $7.48M 0.84% | 0.00 | 0.00 | 77.17K |
AMERICAN CENTY ETF TRSOLE | FOCUSED LRG CAP | 88.10K | SH | $6.76M 0.76% | 0.00 | 0.00 | 88.10K |
ALPHABET INCSOLE | CAP STK CL A | 21.12K | SH | $6.07M 0.68% | 0.00 | 0.00 | 21.12K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 75.46K | SH | $5.98M 0.67% | 0.00 | 0.00 | 75.46K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.32K | SH | $5.56M 0.63% | 0.00 | 0.00 | 17.32K |
ISHARES TRSOLE | INTERNATIONAL SL | 121.06K | SH | $5.06M 0.57% | 0.00 | 0.00 | 121.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.03M 0.57% | 0.00 | 0.00 | 7.00 |
ISHARES TRSOLE | MRGSTR MD CP ETF | 59.65K | SH | $4.98M 0.56% | 0.00 | 0.00 | 59.65K |