INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
25.4%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 3.50M
Full voting authority
3.50M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 54.58K | SH | $35.65M 11.59% | 54.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 491.33K | SH | $22.69M 7.38% | 491.33K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 342.27K | SH | $19.91M 6.47% | 342.27K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 175.04K | SH | $19.80M 6.44% | 175.04K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 76.02K | SH | $16.05M 5.22% | 76.02K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 214.51K | SH | $15.95M 5.18% | 214.51K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 83.08K | SH | $15.94M 5.18% | 83.08K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 190.83K | SH | $13.31M 4.33% | 190.83K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P INTL QULTY | 236.54K | SH | $8.37M 2.72% | 236.54K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 34.46K | SH | $8.27M 2.69% | 34.46K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 75.39K | SH | $7.16M 2.33% | 75.39K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 64.90K | SH | $6.54M 2.13% | 64.90K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | PUT | 9.30K | SH | $6.05M 1.97% | 93.00 | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 53.56K | SH | $4.72M 1.53% | 53.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE INTL AGGR | 92.65K | SH | $4.64M 1.51% | 92.65K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 87.02K | SH | $4.52M 1.47% | 87.02K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 24.37K | SH | $4.42M 1.44% | 24.37K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 129.11K | SH | $4.25M 1.38% | 129.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 137.25K | SH | $4.00M 1.30% | 137.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.02K | SH | $3.81M 1.24% | 15.02K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.50K | SH | $3.22M 1.05% | 3.50K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 28.67K | SH | $2.97M 0.96% | 28.67K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 23.26K | SH | $2.70M 0.88% | 23.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 7.53K | SH | $2.17M 0.70% | 7.53K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 6.71K | SH | $2.03M 0.66% | 6.71K | 0.00 | 0.00 |