TERRE HAUTE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
35.7%
Top 10 weight
53.0%
Voting Authority Distribution
Total shares with voting rights: 2.20M
Full voting authority
1.54M
shares
Joint voting authority
31.75K
shares
No voting authority
628.42K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
First Financial CorpSOLE | Com | 631.11K | SH | $48.87M 16.91% | 2.69K | 0.00 | 628.42K |
Vanguard S&P 500 ETFSOLE | Com | 52.23K | SH | $35.88M 12.41% | 51.38K | 851.00 | 0.00 |
Vanguard Information TechnologSOLE | Com | 154.90K | SH | $18.51M 6.41% | 152.71K | 2.19K | 0.00 |
Vanguard FTSE Developed MarketSOLE | Com | 158.65K | SH | $11.30M 3.91% | 152.49K | 6.16K | 0.00 |
iShares S&P Core S&PSOLE | Com | 12.38K | SH | $9.27M 3.21% | 12.38K | 0.00 | 0.00 |
Vanguard Mid-Cap ETFSOLE | Com | 81.41K | SH | $6.56M 2.27% | 81.41K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 16.71K | SH | $6.23M 2.16% | 15.69K | 1.02K | 0.00 |
Vanguard Small-Cap ETFSOLE | Com | 19.28K | SH | $5.84M 2.02% | 19.28K | 0.00 | 0.00 |
Apple IncSOLE | Com | 19.48K | SH | $5.64M 1.95% | 19.42K | 53.00 | 0.00 |
Eli Lilly & CoSOLE | Com | 4.21K | SH | $5.05M 1.75% | 4.20K | 12.00 | 0.00 |
Vanguard Communication ServiceSOLE | Com | 24.46K | SH | $4.50M 1.56% | 24.27K | 195.00 | 0.00 |
NVIDIA CorporationSOLE | Com | 20.78K | SH | $4.16M 1.44% | 13.98K | 6.80K | 0.00 |
Broadcom IncSOLE | Com | 10.05K | SH | $3.80M 1.31% | 10.05K | 0.00 | 0.00 |
FlexShares Intl Quality Div InSOLE | Com | 104.47K | SH | $3.61M 1.25% | 104.47K | 0.00 | 0.00 |
Vanguard Financial ETFSOLE | Com | 27.36K | SH | $3.60M 1.25% | 27.11K | 252.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 10.03K | SH | $3.28M 1.14% | 9.88K | 148.00 | 0.00 |
Invesco NASDAQ 100 ETFSOLE | Com | 10.29K | SH | $3.12M 1.08% | 10.29K | 0.00 | 0.00 |
Vanguard Industrials ETFSOLE | Com | 8.17K | SH | $2.94M 1.02% | 8.09K | 86.00 | 0.00 |
Vanguard Consumer DiscretionarSOLE | Com | 7.28K | SH | $2.89M 1.00% | 7.21K | 71.00 | 0.00 |
Alphabet Inc - ASOLE | Com | 7.48K | SH | $2.67M 0.93% | 7.48K | 0.00 | 0.00 |
Vanguard Health Care ETFSOLE | Com | 8.84K | SH | $2.64M 0.91% | 8.72K | 120.00 | 0.00 |
iShares MSCI EAFE ETFSOLE | Com | 25.10K | SH | $2.61M 0.90% | 25.10K | 0.00 | 0.00 |
Amazon.Com IncSOLE | Com | 10.04K | SH | $2.39M 0.83% | 9.99K | 46.00 | 0.00 |
Abbvie IncSOLE | Com | 9.29K | SH | $2.34M 0.81% | 8.79K | 500.00 | 0.00 |
iShares MSCI Emerging MarketsSOLE | Com | 22.24K | SH | $2.27M 0.79% | 22.24K | 0.00 | 0.00 |