INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
25.8%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 2.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 43.53K | SH | $19.35M 9.60% | 0.00 | 0.00 | 43.53K |
ISHARES TRSOLE | CORE S&P500 ETF | 27.89K | SH | $19.10M 9.48% | 0.00 | 0.00 | 27.89K |
VICTORY PORTFOLIOS IISOLE | SHARES FREE CASH | 344.08K | SH | $13.55M 6.72% | 0.00 | 0.00 | 344.08K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 206.62K | SH | $12.63M 6.27% | 0.00 | 0.00 | 206.62K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 183K | SH | $10.85M 5.38% | 0.00 | 0.00 | 183K |
SPDR GOLD TRSOLE | GOLD SHS | 21.94K | SH | $8.70M 4.31% | 0.00 | 0.00 | 21.94K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.32K | SH | $7.04M 3.49% | 0.00 | 0.00 | 10.32K |
ISHARES TRSOLE | CORE US AGGBD ET | 68.79K | SH | $6.87M 3.41% | 0.00 | 0.00 | 68.79K |
ISHARES TRSOLE | CORE S&P MCP ETF | 84.71K | SH | $5.59M 2.77% | 0.00 | 0.00 | 84.71K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 16.49K | SH | $5.53M 2.74% | 0.00 | 0.00 | 16.49K |
INVESCO EXCH TRD SLF IDX FDSOLE | INTL DEV DYNAMIC | 167.74K | SH | $5.00M 2.48% | 0.00 | 0.00 | 167.74K |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 99.08K | SH | $4.98M 2.47% | 0.00 | 0.00 | 99.08K |
INVESCO EXCHANGE TRADED FD TSOLE | RAFI US 1000 ETF | 102.05K | SH | $4.79M 2.38% | 0.00 | 0.00 | 102.05K |
ISHARES TRSOLE | CORE MSCI EAFE | 53.33K | SH | $4.77M 2.37% | 0.00 | 0.00 | 53.33K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 94.19K | SH | $4.47M 2.22% | 0.00 | 0.00 | 94.19K |
ISHARES INCSOLE | CORE MSCI EMKT | 64.81K | SH | $4.36M 2.16% | 0.00 | 0.00 | 64.81K |
INVESCO EXCH TRADED FD TR IISOLE | FNDMNTL HY CRP | 228.25K | SH | $4.25M 2.11% | 0.00 | 0.00 | 228.25K |
CADENCE BANKSOLE | COM | 87.95K | SH | $3.77M 1.87% | 0.00 | 0.00 | 87.95K |
INVESCO EXCH TRADED FD TR IISOLE | EQUAL WEGT 0-30 | 121.62K | SH | $3.35M 1.66% | 0.00 | 0.00 | 121.62K |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 66.25K | SH | $3.15M 1.56% | 0.00 | 0.00 | 66.25K |
FLEXSHARES TRSOLE | US QT LW VLTY | 42.39K | SH | $3.05M 1.52% | 0.00 | 0.00 | 42.39K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 56.53K | SH | $2.86M 1.42% | 0.00 | 0.00 | 56.53K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG SIX MN | 56.31K | SH | $2.83M 1.40% | 0.00 | 0.00 | 56.31K |
FLEXSHARES TRSOLE | INTL QLTDV IDX | 83.85K | SH | $2.55M 1.26% | 0.00 | 0.00 | 83.85K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 40.43K | SH | $2.53M 1.25% | 0.00 | 0.00 | 40.43K |