INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
24.9%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 3.05M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.05M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 366.59K | SH | $23.49M 11.92% | 0.00 | 0.00 | 366.59K |
PGIM ROCK ETF TRSOLE | LADDERED S&P 500 | 652.86K | SH | $18.93M 9.60% | 0.00 | 0.00 | 652.86K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 111.63K | SH | $6.65M 3.37% | 0.00 | 0.00 | 111.63K |
NVIDIA CORPORATIONSOLE | COM | 37.37K | SH | $6.52M 3.31% | 0.00 | 0.00 | 37.37K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 78.20K | SH | $6.47M 3.28% | 0.00 | 0.00 | 78.20K |
APPLE INCSOLE | COM | 21.98K | SH | $5.58M 2.83% | 0.00 | 0.00 | 21.98K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 110.87K | SH | $5.18M 2.63% | 0.00 | 0.00 | 110.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 84.81K | SH | $4.96M 2.52% | 0.00 | 0.00 | 84.81K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 61.94K | SH | $4.91M 2.49% | 0.00 | 0.00 | 61.94K |
AMAZON COM INCSOLE | COM | 22.59K | SH | $4.71M 2.39% | 0.00 | 0.00 | 22.59K |
ALPHABET INCSOLE | CAP STK CL A | 16.05K | SH | $4.62M 2.34% | 0.00 | 0.00 | 16.05K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 40.43K | SH | $4.05M 2.05% | 0.00 | 0.00 | 40.43K |
META PLATFORMS INCSOLE | CL A | 6.79K | SH | $3.88M 1.97% | 0.00 | 0.00 | 6.79K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 69.95K | SH | $3.78M 1.92% | 0.00 | 0.00 | 69.95K |
ISHARES TRSOLE | MBS ETF | 39.26K | SH | $3.73M 1.89% | 0.00 | 0.00 | 39.26K |
MICROSOFT CORPSOLE | COM | 9.32K | SH | $3.45M 1.75% | 0.00 | 0.00 | 9.32K |
WALMART INCSOLE | COM | 27.67K | SH | $3.44M 1.74% | 0.00 | 0.00 | 27.67K |
ISHARES TRSOLE | IBONDS 2026 TERM | 84.45K | SH | $1.94M 0.98% | 0.00 | 0.00 | 84.45K |
CATERPILLAR INCSOLE | COM | 2.61K | SH | $1.85M 0.94% | 0.00 | 0.00 | 2.61K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.85K | SH | $1.85M 0.94% | 0.00 | 0.00 | 3.85K |
BROADCOM INCSOLE | COM | 5.79K | SH | $1.79M 0.91% | 0.00 | 0.00 | 5.79K |
INVESCO ACTIVELY MANAGED EXCSOLE | AAA CLO FLTNG RT | 69.50K | SH | $1.77M 0.90% | 0.00 | 0.00 | 69.50K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 33.51K | SH | $1.69M 0.86% | 0.00 | 0.00 | 33.51K |
JPMORGAN CHASE & COSOLE | COM | 5.38K | SH | $1.58M 0.80% | 0.00 | 0.00 | 5.38K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 60.40K | SH | $1.55M 0.79% | 0.00 | 0.00 | 60.40K |