ZIONSVILLE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
36.7%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.59M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 200.47K | SH | $15.34M 15.18% | 0.00 | 0.00 | 200.47K |
ISHARES TRSOLE | S&P 500 VAL ETF | 51.94K | SH | $10.97M 10.85% | 0.00 | 0.00 | 51.94K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 184.74K | SH | $10.75M 10.64% | 0.00 | 0.00 | 184.74K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 79.41K | SH | $8.98M 8.89% | 0.00 | 0.00 | 79.41K |
BLACKROCK ETF TRUSTSOLE | ISHARES INTL CTR | 222.43K | SH | $7.15M 7.08% | 0.00 | 0.00 | 222.43K |
ISHARES TRSOLE | MSCI ACWI EX US | 93.34K | SH | $6.39M 6.32% | 0.00 | 0.00 | 93.34K |
ISHARES TRSOLE | MSCI USA QLT FCT | 25.69K | SH | $4.93M 4.88% | 0.00 | 0.00 | 25.69K |
ISHARES TRSOLE | EAFE VALUE ETF | 63.88K | SH | $4.75M 4.70% | 0.00 | 0.00 | 63.88K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 122.75K | SH | $4.45M 4.40% | 0.00 | 0.00 | 122.75K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 39.49K | SH | $4.43M 4.38% | 0.00 | 0.00 | 39.49K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 132.96K | SH | $4.38M 4.34% | 0.00 | 0.00 | 132.96K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 50.74K | SH | $4.09M 4.05% | 0.00 | 0.00 | 50.74K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 81.84K | SH | $3.36M 3.33% | 0.00 | 0.00 | 81.84K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 47.27K | SH | $3.35M 3.31% | 0.00 | 0.00 | 47.27K |
ISHARES TRSOLE | CORE UNIVRSL USD | 35.76K | SH | $1.65M 1.63% | 0.00 | 0.00 | 35.76K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 35.31K | SH | $1.62M 1.60% | 0.00 | 0.00 | 35.31K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 54.07K | SH | $1.26M 1.24% | 0.00 | 0.00 | 54.07K |
ISHARES TRSOLE | CORE INTL AGGR | 15.54K | SH | $777.7K 0.77% | 0.00 | 0.00 | 15.54K |
ISHARES TRSOLE | MBS ETF | 7.77K | SH | $737.5K 0.73% | 0.00 | 0.00 | 7.77K |
ISHARES TRSOLE | US TREAS BD ETF | 31.79K | SH | $728.3K 0.72% | 0.00 | 0.00 | 31.79K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 4.34K | SH | $402.6K 0.40% | 0.00 | 0.00 | 4.34K |
ISHARES INCSOLE | CORE MSCI EMKT | 4.08K | SH | $284.7K 0.28% | 0.00 | 0.00 | 4.08K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 5.42K | SH | $281.7K 0.28% | 0.00 | 0.00 | 5.42K |