INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
13.0%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 16.34M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
16.34M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 161.22K | SH | $51.72M 5.84% | 0.00 | 0.00 | 161.22K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 310.79K | SH | $34.84M 3.93% | 0.00 | 0.00 | 310.79K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 996.82K | SH | $29.04M 3.28% | 0.00 | 0.00 | 996.82K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 424.14K | SH | $27.18M 3.07% | 0.00 | 0.00 | 424.14K |
ISHARES TRSOLE | IBOXX INV CP ETF | 195.99K | SH | $21.36M 2.41% | 0.00 | 0.00 | 195.99K |
ISHARES TRSOLE | CORE S&P500 ETF | 32.63K | SH | $21.32M 2.41% | 0.00 | 0.00 | 32.63K |
ISHARES TRSOLE | CORE UNIVRSL USD | 441.76K | SH | $20.40M 2.30% | 0.00 | 0.00 | 441.76K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 746.24K | SH | $18.47M 2.08% | 0.00 | 0.00 | 746.24K |
ISHARES TRSOLE | IBOXX HI YD ETF | 231.22K | SH | $18.40M 2.08% | 0.00 | 0.00 | 231.22K |
ISHARES TRSOLE | JPMORGAN USD EMG | 191.59K | SH | $18.00M 2.03% | 0.00 | 0.00 | 191.59K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 91.32K | SH | $17.92M 2.02% | 0.00 | 0.00 | 91.32K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 369.31K | SH | $17.39M 1.96% | 0.00 | 0.00 | 369.31K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 303.92K | SH | $16.04M 1.81% | 0.00 | 0.00 | 303.92K |
ISHARES TRSOLE | S&P 500 VAL ETF | 73.87K | SH | $15.60M 1.76% | 0.00 | 0.00 | 73.87K |
EA SERIES TRUSTSOLE | FREEDOM 100 EM | 276.70K | SH | $15.12M 1.71% | 0.00 | 0.00 | 276.70K |
ISHARES INCSOLE | CORE MSCI EMKT | 215.31K | SH | $15.02M 1.70% | 0.00 | 0.00 | 215.31K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 123.53K | SH | $13.97M 1.58% | 0.00 | 0.00 | 123.53K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 224.68K | SH | $13.07M 1.48% | 0.00 | 0.00 | 224.68K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 167.77K | SH | $11.93M 1.35% | 0.00 | 0.00 | 167.77K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 216.59K | SH | $10.96M 1.24% | 0.00 | 0.00 | 216.59K |
ISHARES TRSOLE | EAFE VALUE ETF | 146.11K | SH | $10.86M 1.23% | 0.00 | 0.00 | 146.11K |
APPLE INCSOLE | COM | 42.07K | SH | $10.68M 1.21% | 0.00 | 0.00 | 42.07K |
NVIDIA CORPORATIONSOLE | COM | 60.34K | SH | $10.52M 1.19% | 0.00 | 0.00 | 60.34K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 279.57K | SH | $10.28M 1.16% | 0.00 | 0.00 | 279.57K |
BLACKROCK ETF TRUSTSOLE | DYNAMIC EQTY ACT | 410.66K | SH | $9.98M 1.13% | 0.00 | 0.00 | 410.66K |