KOKOMO, IN
Allocation by class
Portfolio Concentration
Top 3 weight
9.2%
Top 10 weight
20.6%
Voting Authority Distribution
Total shares with voting rights: 33.91M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
33.91M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD VALUE ETFSOLE | ETF | 443K | SH | $96.54M 4.60% | 0.00 | 0.00 | 443K |
BNY MELLON INTERNATIONAL EQUITY ETFSOLE | ETF | 503.31K | SH | $50.63M 2.41% | 0.00 | 0.00 | 503.31K |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 772.90K | SH | $45.59M 2.17% | 0.00 | 0.00 | 772.90K |
EVENTIDE HIGH DIVIDEND ETFSOLE | ETF | 1.21M | SH | $39.89M 1.90% | 0.00 | 0.00 | 1.21M |
APPLE INC COMSOLE | Stock | 123.64K | SH | $35.78M 1.70% | 0.00 | 0.00 | 123.64K |
ELI LILLY & CO COMSOLE | Stock | 29.60K | SH | $35.51M 1.69% | 0.00 | 0.00 | 29.60K |
INSPIRE 500 ETFSOLE | ETF | 117.59K | SH | $33.64M 1.60% | 0.00 | 0.00 | 117.59K |
ISHARES MSCI USA QUALITY GARP ETFSOLE | ETF | 403.01K | SH | $33.27M 1.58% | 0.00 | 0.00 | 403.01K |
AMAZON COM INC COMSOLE | Stock | 130.33K | SH | $31.06M 1.48% | 0.00 | 0.00 | 130.33K |
INSPIRE 100 ETFSOLE | ETF | 512.05K | SH | $29.64M 1.41% | 0.00 | 0.00 | 512.05K |
VANGUARD GROWTH ETFSOLE | ETF | 335.46K | SH | $28.90M 1.38% | 0.00 | 0.00 | 335.46K |
FT VEST LADDERED BUFFER ETFSOLE | ETF | 767.29K | SH | $28.03M 1.34% | 0.00 | 0.00 | 767.29K |
AVANTIS U.S. EQUITY ETFSOLE | ETF | 217.49K | SH | $27.86M 1.33% | 0.00 | 0.00 | 217.49K |
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETFSOLE | ETF | 942.57K | SH | $27.34M 1.30% | 0.00 | 0.00 | 942.57K |
PACER DATA AND DIGITAL REVOLUTION ETFSOLE | ETF | 255.76K | SH | $27.29M 1.30% | 0.00 | 0.00 | 255.76K |
CAPITAL GROUP DIVIDEND VALUE ETFSOLE | ETF | 520.29K | SH | $25.64M 1.22% | 0.00 | 0.00 | 520.29K |
VANGUARD MEGA CAP GROWTH ETFSOLE | ETF | 279.67K | SH | $24.59M 1.17% | 0.00 | 0.00 | 279.67K |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFSOLE | ETF | 291.37K | SH | $24.08M 1.15% | 0.00 | 0.00 | 291.37K |
INSPIRE CORPORATE BOND ETFSOLE | ETF | 968.28K | SH | $23.02M 1.10% | 0.00 | 0.00 | 968.28K |
INSPIRE GROWTH ETFSOLE | ETF | 521.56K | SH | $22.79M 1.09% | 0.00 | 0.00 | 521.56K |
ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 448.81K | SH | $22.61M 1.08% | 0.00 | 0.00 | 448.81K |
VANGUARD SHORT TERM CORP BOND FD ETFSOLE | ETF | 281.16K | SH | $22.22M 1.06% | 0.00 | 0.00 | 281.16K |
VANGUARD UTILITIES ETFSOLE | ETF | 109.86K | SH | $21.50M 1.02% | 0.00 | 0.00 | 109.86K |
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETFSOLE | ETF | 159.41K | SH | $21.24M 1.01% | 0.00 | 0.00 | 159.41K |
ISHARES MORNINGSTAR MID-CAP ETFSOLE | ETF | 213.79K | SH | $20.64M 0.98% | 0.00 | 0.00 | 213.78K |