INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
26.0%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 14.60M
Full voting authority
14.60M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 933.58K | SH | $61.15M 8.99% | 933.58K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 1.35M | SH | $59.85M 8.80% | 1.35M | 0.00 | 0.00 |
ISHARES GLOBAL INFRASTRUCTURE ETFSOLE | ETF | 1.62M | SH | $55.89M 8.22% | 1.62M | 0.00 | 0.00 |
ISHARES TR RUSSELL 1000 INDEX ETFSOLE | ETF | 194.43K | SH | $45.67M 6.72% | 194.43K | 0.00 | 0.00 |
ISHARES NATIONAL MUNI BOND ETFSOLE | ETF | 425.49K | SH | $43.63M 6.42% | 425.49K | 0.00 | 0.00 |
VANGUARD FTSE ALL-WORLD EX-USSOLE | ETF | 694.50K | SH | $36.02M 5.30% | 694.50K | 0.00 | 0.00 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFSOLE | ETF | 538.12K | SH | $32.28M 4.75% | 538.12K | 0.00 | 0.00 |
VANGUARD SMALL-CAP ETFSOLE | ETF | 284.62K | SH | $28.42M 4.18% | 284.62K | 0.00 | 0.00 |
ISHARES HIGH YIELD BOND FACTOR ETFSOLE | ETF | 691.37K | SH | $25.82M 3.80% | 691.37K | 0.00 | 0.00 |
VANGUARD LARGE CAPSOLE | ETF | 106.80K | SH | $20.90M 3.07% | 106.80K | 0.00 | 0.00 |
PROLOGIS SHARE BENEFICIAL INTSOLE | REIT | 158.78K | SH | $17.82M 2.62% | 158.78K | 0.00 | 0.00 |
SCHWAB ETFS- US BROAD MARKET ETFSOLE | ETF | 302.88K | SH | $15.10M 2.22% | 302.88K | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 783.83K | SH | $14.40M 2.12% | 783.83K | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | Stock | 112.89K | SH | $10.93M 1.61% | 112.89K | 0.00 | 0.00 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 103.27K | SH | $10.62M 1.56% | 103.27K | 0.00 | 0.00 |
ISHARES MSCI ACWI EX USSOLE | ETF | 212.47K | SH | $9.99M 1.47% | 212.47K | 0.00 | 0.00 |
DIMENSIONAL U.S. SMALL CAP ETFSOLE | ETF | 271.34K | SH | $8.97M 1.32% | 271.34K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 324.46K | SH | $8.91M 1.31% | 324.46K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 22.47K | SH | $8.05M 1.18% | 22.47K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 76.27K | SH | $7.19M 1.06% | 76.27K | 0.00 | 0.00 |
VANGUARD SHORT TERM CORP BOND FD ETFSOLE | ETF | 765.23K | SH | $6.66M 0.98% | 765.23K | 0.00 | 0.00 |
TECHNOLOGY SELECT SECTOR SPDR FUNDSOLE | ETF | 32.86K | SH | $5.39M 0.79% | 32.86K | 0.00 | 0.00 |
ISHARES U.S. INFRASTRUCTURE ETFSOLE | ETF | 146.77K | SH | $5.37M 0.79% | 146.77K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 112.11K | SH | $5.05M 0.74% | 112.11K | 0.00 | 0.00 |
BERRY PLASTICS GROUPINC COMSOLE | Stock | 74.14K | SH | $4.59M 0.68% | 74.14K | 0.00 | 0.00 |