INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
37.9%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 3.37M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.37M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | ETF | 76.47K | SH | $49.95M 14.42% | 0.00 | 0.00 | 76.47K |
Vanguard FTSE Developed Markets ETFSOLE | ETF | 647.39K | SH | $41.48M 11.97% | 0.00 | 0.00 | 647.39K |
iShares Core S&P Small Cap ETFSOLE | ETF | 320.98K | SH | $39.90M 11.52% | 0.00 | 0.00 | 320.98K |
SPDR S&P 500 ETF TrustSOLE | ETF | 25.99K | SH | $16.95M 4.89% | 0.00 | 0.00 | 25.99K |
Eli Lilly & CoSOLE | Common Stock | 15.60K | SH | $14.35M 4.14% | 0.00 | 0.00 | 15.60K |
Vanguard Total Stock Market Index Fund ETFSOLE | ETF | 41.52K | SH | $13.32M 3.85% | 0.00 | 0.00 | 41.52K |
Schwab US TIPS ETFSOLE | ETF | 480.72K | SH | $12.79M 3.69% | 0.00 | 0.00 | 480.72K |
Apple IncSOLE | Common Stock | 43.95K | SH | $11.16M 3.22% | 0.00 | 0.00 | 43.95K |
Nvidia CorporationSOLE | Common Stock | 48.35K | SH | $8.43M 2.43% | 0.00 | 0.00 | 48.35K |
Vanguard Small-Cap Index Fund ETFSOLE | ETF | 26.73K | SH | $7.00M 2.02% | 0.00 | 0.00 | 26.73K |
Alphabet Inc Cap STKSOLE | Common Stock | 21.53K | SH | $6.18M 1.79% | 0.00 | 0.00 | 21.53K |
MicrosoftSOLE | Common Stock | 16.44K | SH | $6.09M 1.76% | 0.00 | 0.00 | 16.44K |
Amazon.Com IncSOLE | Common Stock | 25.22K | SH | $5.25M 1.52% | 0.00 | 0.00 | 25.22K |
iShares MSCI EAFE ETFSOLE | ETF | 51.14K | SH | $4.97M 1.43% | 0.00 | 0.00 | 51.14K |
Vanguard S&P 500 ETFSOLE | ETF | 7.23K | SH | $4.32M 1.25% | 0.00 | 0.00 | 7.23K |
iShares Core MSCI EAFE ETFSOLE | ETF | 44.51K | SH | $4.03M 1.16% | 0.00 | 0.00 | 44.51K |
Broadcom Inc ComSOLE | Common Stock | 9.82K | SH | $3.04M 0.88% | 0.00 | 0.00 | 9.82K |
Meta Platforms IncSOLE | Common Stock | 4.13K | SH | $2.36M 0.68% | 0.00 | 0.00 | 4.13K |
JPMorgan ChaseSOLE | Common Stock | 7.60K | SH | $2.24M 0.65% | 0.00 | 0.00 | 7.60K |
Tesla MotorsSOLE | Common Stock | 5.95K | SH | $2.21M 0.64% | 0.00 | 0.00 | 5.95K |
Berkshire HathawaySOLE | Common Stock | 4.20K | SH | $2.01M 0.58% | 0.00 | 0.00 | 4.20K |
ExxonMobilSOLE | Common Stock | 9.70K | SH | $1.65M 0.48% | 0.00 | 0.00 | 9.70K |
Wal-MartSOLE | Common Stock | 11.95K | SH | $1.49M 0.43% | 0.00 | 0.00 | 11.95K |
Capital Group Municipal Inc ETFSOLE | ETF | 50.19K | SH | $1.36M 0.39% | 0.00 | 0.00 | 50.19K |
Micron TechnologySOLE | Common Stock | 3.98K | SH | $1.34M 0.39% | 0.00 | 0.00 | 3.98K |