FISHERS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
30.1%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 4.38M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.38M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 225.75K | SH | $33.44M 11.15% | 0.00 | 0.00 | 225.75K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 678.51K | SH | $31.97M 10.65% | 0.00 | 0.00 | 678.51K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 637.78K | SH | $24.89M 8.29% | 0.00 | 0.00 | 637.78K |
ISHARES TRSOLE | RUS TP200 GR ETF | 87.78K | SH | $21.86M 7.29% | 0.00 | 0.00 | 87.78K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 295.46K | SH | $21.02M 7.00% | 0.00 | 0.00 | 295.46K |
ISHARES TRSOLE | CORE UNIVRSL USD | 346.47K | SH | $16.00M 5.33% | 0.00 | 0.00 | 346.47K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 45.62K | SH | $13.13M 4.38% | 0.00 | 0.00 | 45.62K |
ISHARES TRSOLE | CORE MSCI TOTAL | 136.50K | SH | $11.76M 3.92% | 0.00 | 0.00 | 136.50K |
ISHARES TRSOLE | CORE S&P500 ETF | 17.16K | SH | $11.22M 3.74% | 0.00 | 0.00 | 17.16K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 317.05K | SH | $10.77M 3.59% | 0.00 | 0.00 | 317.05K |
ISHARES TRSOLE | CORE INTL AGGR | 173.71K | SH | $8.70M 2.90% | 0.00 | 0.00 | 173.71K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 180.87K | SH | $8.69M 2.90% | 0.00 | 0.00 | 180.87K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 248.19K | SH | $8.31M 2.77% | 0.00 | 0.00 | 248.19K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 71.02K | SH | $5.63M 1.88% | 0.00 | 0.00 | 71.02K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 211.35K | SH | $5.62M 1.87% | 0.00 | 0.00 | 211.35K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 23.73K | SH | $5.10M 1.70% | 0.00 | 0.00 | 23.73K |
ELI LILLY &COSOLE | COM | 5.44K | SH | $5.01M 1.67% | 0.00 | 0.00 | 5.44K |
ISHARES TRSOLE | CORE US AGGBD ET | 42.46K | SH | $4.22M 1.41% | 0.00 | 0.00 | 42.46K |
ISHARES TRSOLE | CORE S&P MCP ETF | 52.80K | SH | $3.55M 1.18% | 0.00 | 0.00 | 52.80K |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 9.59K | SH | $3.53M 1.18% | 0.00 | 0.00 | 9.59K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.94K | SH | $3.47M 1.16% | 0.00 | 0.00 | 7.94K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 43.14K | SH | $3.18M 1.06% | 0.00 | 0.00 | 43.14K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 39.44K | SH | $3.09M 1.03% | 0.00 | 0.00 | 39.44K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 39.71K | SH | $1.98M 0.66% | 0.00 | 0.00 | 39.71K |
ISHARES TRSOLE | MSCI USA MIN VOL | 18.36K | SH | $1.70M 0.57% | 0.00 | 0.00 | 18.36K |