INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
30.6%
Top 10 weight
67.3%
Voting Authority Distribution
Total shares with voting rights: 1.80M
Full voting authority
1.80M
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 |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 341.84K | SH | $16.09M 12.37% | 341.84K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 21.47K | SH | $14.02M 10.78% | 21.47K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 49.48K | SH | $9.71M 7.46% | 49.48K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 148.33K | SH | $8.63M 6.64% | 148.33K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 70.28K | SH | $7.95M 6.11% | 70.28K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 111.79K | SH | $7.80M 6.00% | 111.79K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 100.14K | SH | $7.45M 5.72% | 100.14K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 57.47K | SH | $5.79M 4.45% | 57.47K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 53.68K | SH | $5.10M 3.92% | 53.68K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 26.31K | SH | $5.05M 3.88% | 26.31K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 43.25K | SH | $4.82M 3.70% | 43.25K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 78.88K | SH | $4.70M 3.61% | 78.88K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 131.51K | SH | $4.33M 3.33% | 131.51K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 114.46K | SH | $4.15M 3.19% | 114.46K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 15.82K | SH | $3.80M 2.92% | 15.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 64.30K | SH | $3.22M 2.47% | 64.30K | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | STRATEGIC INCOME | 84.56K | SH | $2.94M 2.26% | 84.56K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | FUNDAMENTAL LARG | 56.92K | SH | $2.92M 2.24% | 56.92K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES DEFENSE | 78.33K | SH | $2.56M 1.97% | 78.33K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 15.79K | SH | $1.68M 1.29% | 15.79K | 0.00 | 0.00 |
GRANITESHARES GOLD TRSOLE | SHS BEN INT | 32.23K | SH | $1.49M 1.14% | 32.23K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | MUN BD ETF | 50.30K | SH | $1.28M 0.99% | 50.30K | 0.00 | 0.00 |
ISHARES TRSOLE | LONG TERM MUNI | 20.09K | SH | $1.00M 0.77% | 20.09K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 8.59K | SH | $841.0K 0.65% | 8.59K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 3.37K | SH | $476.0K 0.37% | 3.37K | 0.00 | 0.00 |