MISHAWAKA, IN
Allocation by class
Portfolio Concentration
Top 3 weight
23.1%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 2.77M
Full voting authority
2.77M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp ComSOLE | Com | 182.27K | SH | $31.79M 9.82% | 182.27K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETF TrustSOLE | Com | 41.37K | SH | $26.90M 8.31% | 41.37K | 0.00 | 0.00 |
Apple Computer Inc ComSOLE | Com | 63.97K | SH | $16.23M 5.01% | 63.97K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl A (Google)SOLE | Com | 51.61K | SH | $14.84M 4.58% | 51.61K | 0.00 | 0.00 |
Eli Lilly & CO ComSOLE | Com | 12.73K | SH | $11.71M 3.62% | 12.73K | 0.00 | 0.00 |
JPMorgan Chase & Co ComSOLE | Com | 33.09K | SH | $9.73M 3.01% | 33.09K | 0.00 | 0.00 |
Amazon.Com Inc ComSOLE | Com | 44.95K | SH | $9.36M 2.89% | 44.95K | 0.00 | 0.00 |
iShares Russell 1000 IndexSOLE | Com | 25.60K | SH | $9.13M 2.82% | 25.60K | 0.00 | 0.00 |
iShares Russell 1000 Growth IndexSOLE | Com | 17.52K | SH | $7.47M 2.31% | 17.52K | 0.00 | 0.00 |
Caterpillar Inc ComSOLE | Com | 10.52K | SH | $7.45M 2.30% | 10.52K | 0.00 | 0.00 |
Costco Whsl Corp New ComSOLE | Com | 7.29K | SH | $7.26M 2.24% | 7.29K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 15.19K | SH | $4.87M 1.51% | 15.19K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | Com | 7.90K | SH | $4.52M 1.40% | 7.90K | 0.00 | 0.00 |
Ball Corp ComSOLE | Com | 76.27K | SH | $4.51M 1.39% | 76.27K | 0.00 | 0.00 |
TJ Maxx Co Inc ComSOLE | Com | 27.45K | SH | $4.38M 1.35% | 27.45K | 0.00 | 0.00 |
Exxon Mobil Corp ComSOLE | Com | 24.85K | SH | $4.22M 1.30% | 24.85K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 9.82K | SH | $3.64M 1.12% | 9.82K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 24.61K | SH | $3.62M 1.12% | 24.61K | 0.00 | 0.00 |
Wal Mart Stores Inc ComSOLE | Com | 26.71K | SH | $3.32M 1.03% | 26.71K | 0.00 | 0.00 |
Johnson & Johnson ComSOLE | Com | 12.55K | SH | $3.07M 0.95% | 12.55K | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl ASOLE | Com | 4.00 | SH | $2.87M 0.89% | 4.00 | 0.00 | 0.00 |
Lowes Companies Inc ComSOLE | Com | 11.37K | SH | $2.69M 0.83% | 11.37K | 0.00 | 0.00 |
iShares Core S&P 500 Index ETFSOLE | Com | 3.76K | SH | $2.46M 0.76% | 3.76K | 0.00 | 0.00 |
iShares Russell Midcap IndexSOLE | Com | 24.61K | SH | $2.39M 0.74% | 24.61K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 10.22K | SH | $2.22M 0.69% | 10.22K | 0.00 | 0.00 |