CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
24.5%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 4.79M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.79M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 348.29K | SH | $44.61M 11.95% | 0.00 | 0.00 | 348.29K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 530.82K | SH | $23.55M 6.31% | 0.00 | 0.00 | 530.82K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 875.25K | SH | $23.21M 6.22% | 0.00 | 0.00 | 875.25K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 1 ETF | 193.80K | SH | $15.89M 4.26% | 0.00 | 0.00 | 193.80K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 336.62K | SH | $12.54M 3.36% | 0.00 | 0.00 | 336.62K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 117.89K | SH | $11.87M 3.18% | 0.00 | 0.00 | 117.89K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 125.25K | SH | $11.55M 3.09% | 0.00 | 0.00 | 125.25K |
ISHARES TRSOLE | TRS FLT RT BD | 223.13K | SH | $11.30M 3.03% | 0.00 | 0.00 | 223.13K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 126.02K | SH | $11.24M 3.01% | 0.00 | 0.00 | 126.02K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 107.01K | SH | $10.79M 2.89% | 0.00 | 0.00 | 107.01K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 65.77K | SH | $10.62M 2.85% | 0.00 | 0.00 | 65.77K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDQ CLN EDGE | 47.04K | SH | $9.02M 2.42% | 0.00 | 0.00 | 47.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 11.56K | SH | $7.94M 2.13% | 0.00 | 0.00 | 11.56K |
ELI LILLY & COSOLE | COM | 5.66K | SH | $6.79M 1.82% | 0.00 | 0.00 | 5.66K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 66.59K | SH | $6.43M 1.72% | 0.00 | 0.00 | 66.59K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 9.29K | SH | $6.10M 1.63% | 0.00 | 0.00 | 9.29K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 128.59K | SH | $5.23M 1.40% | 0.00 | 0.00 | 128.59K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.08K | SH | $5.21M 1.40% | 0.00 | 0.00 | 7.08K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 HB ETF | 32.36K | SH | $5.03M 1.35% | 0.00 | 0.00 | 32.36K |
RBB FD INCSOLE | F/M EMERALD SPL | 137.26K | SH | $4.79M 1.28% | 0.00 | 0.00 | 137.26K |
AMERICAN CENTY ETF TRSOLE | AVANTIS ALL EQT | 47.97K | SH | $4.75M 1.27% | 0.00 | 0.00 | 47.97K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 34.87K | SH | $4.65M 1.24% | 0.00 | 0.00 | 34.87K |
SPDR SERIES TRUSTSOLE | SP KENSHO FUTR | 41.10K | SH | $4.62M 1.24% | 0.00 | 0.00 | 41.10K |
APPLE INCSOLE | COM | 15.34K | SH | $4.44M 1.19% | 0.00 | 0.00 | 15.34K |
ARK ETF TRSOLE | AUTNMUS TECHNLGY | 31.05K | SH | $4.11M 1.10% | 0.00 | 0.00 | 31.05K |