INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
44.1%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 8.38M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.38M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P TTL STK | 1.22M | SH | $173.96M 27.79% | 0.00 | 0.00 | 1.22M |
ISHARES TRSOLE | 0-5YR INVT GR CP | 1.37M | SH | $69.05M 11.03% | 0.00 | 0.00 | 1.37M |
ISHARES TRSOLE | FLTG RATE NT ETF | 651.46K | SH | $33.19M 5.30% | 0.00 | 0.00 | 651.46K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 383.32K | SH | $32.55M 5.20% | 0.00 | 0.00 | 383.32K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 122.10K | SH | $30.28M 4.84% | 0.00 | 0.00 | 122.10K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 83.11K | SH | $26.66M 4.26% | 0.00 | 0.00 | 83.11K |
AMPLIFY ETF TRSOLE | CEF HIGH INCOME | 1.78M | SH | $19.63M 3.14% | 0.00 | 0.00 | 1.78M |
ISHARES TRSOLE | RUS MID CAP ETF | 194.47K | SH | $18.91M 3.02% | 0.00 | 0.00 | 194.47K |
APPLE INCSOLE | COM | 59.88K | SH | $15.20M 2.43% | 0.00 | 0.00 | 59.88K |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 GRTH | 121.49K | SH | $15.19M 2.43% | 0.00 | 0.00 | 121.49K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 26.23K | SH | $15.14M 2.42% | 0.00 | 0.00 | 26.23K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000GRW | 33.73K | SH | $7.73M 1.23% | 0.00 | 0.00 | 33.73K |
JPMORGAN CHASE & COSOLE | COM | 25.46K | SH | $7.49M 1.20% | 0.00 | 0.00 | 25.46K |
ELI LILLY & COSOLE | COM | 6.68K | SH | $6.15M 0.98% | 0.00 | 0.00 | 6.68K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.26K | SH | $6.02M 0.96% | 0.00 | 0.00 | 9.26K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 57.87K | SH | $5.80M 0.93% | 0.00 | 0.00 | 57.87K |
NVIDIA CORPORATIONSOLE | COM | 32.34K | SH | $5.64M 0.90% | 0.00 | 0.00 | 32.34K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 37.82K | SH | $5.53M 0.88% | 0.00 | 0.00 | 37.82K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 40.02K | SH | $4.26M 0.68% | 0.00 | 0.00 | 40.02K |
MICROSOFT CORPSOLE | COM | 8.91K | SH | $3.30M 0.53% | 0.00 | 0.00 | 8.91K |
AMAZON COM INCSOLE | COM | 14.92K | SH | $3.11M 0.50% | 0.00 | 0.00 | 14.92K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 45.50K | SH | $2.71M 0.43% | 0.00 | 0.00 | 45.50K |
META PLATFORMS INCSOLE | CL A | 4.73K | SH | $2.70M 0.43% | 0.00 | 0.00 | 4.73K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 35.20K | SH | $2.50M 0.40% | 0.00 | 0.00 | 35.20K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.16K | SH | $2.49M 0.40% | 0.00 | 0.00 | 4.16K |