INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
9.4%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 3.08M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.08M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROSHARES TRSOLE | ULTR RUSSL2000 | 56.76K | SH | $4.96M 3.55% | 0.00 | 0.00 | 56.76K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 15.18K | SH | $4.27M 3.05% | 0.00 | 0.00 | 15.18K |
SCHWAB STRATEGIC TRSOLE | HIGH YIEL BD ETF | 150.20K | SH | $3.93M 2.81% | 0.00 | 0.00 | 150.20K |
SELECT SECTOR SPDR TRSOLE | ST STR UTIL ETF | 85.39K | SH | $3.87M 2.77% | 0.00 | 0.00 | 85.39K |
ROCKET COS INCSOLE | COM CL A | 234.54K | SH | $3.69M 2.64% | 0.00 | 0.00 | 234.54K |
CORNING INCSOLE | COM | 14.27K | SH | $3.65M 2.61% | 0.00 | 0.00 | 14.27K |
ELI LILLY & COSOLE | COM | 3.01K | SH | $3.61M 2.59% | 0.00 | 0.00 | 3.01K |
AMAZON COM INCSOLE | COM | 14.55K | SH | $3.47M 2.48% | 0.00 | 0.00 | 14.55K |
SOFI TECHNOLOGIES INCSOLE | COM | 191.02K | SH | $3.42M 2.45% | 0.00 | 0.00 | 191.02K |
UNITED PARCEL SVCS INCSOLE | CL B | 31.55K | SH | $3.39M 2.43% | 0.00 | 0.00 | 31.55K |
MICROSOFT CORPSOLE | COM | 8.60K | SH | $3.21M 2.29% | 0.00 | 0.00 | 8.60K |
SCHWAB STRATEGIC TRSOLE | 5 10YR CORP BD | 138.56K | SH | $3.14M 2.24% | 0.00 | 0.00 | 138.56K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 42.69K | SH | $3.13M 2.24% | 0.00 | 0.00 | 42.69K |
SCHWAB STRATEGIC TRSOLE | 1 5YR CORP BD | 124.38K | SH | $3.07M 2.19% | 0.00 | 0.00 | 124.38K |
DELL TECHNOLOGIES INCSOLE | CL C | 7.09K | SH | $3.06M 2.19% | 0.00 | 0.00 | 7.09K |
BOEING COSOLE | COM | 13.31K | SH | $2.88M 2.06% | 0.00 | 0.00 | 13.31K |
APPLE INCSOLE | COM | 9.92K | SH | $2.87M 2.05% | 0.00 | 0.00 | 9.92K |
STARBUCKS CORPSOLE | COM | 28.05K | SH | $2.87M 2.05% | 0.00 | 0.00 | 28.05K |
FIFTH THIRD BANCORPSOLE | COM | 48.58K | SH | $2.74M 1.96% | 0.00 | 0.00 | 48.58K |
GE AEROSPACESOLE | COM NEW | 7.22K | SH | $2.70M 1.93% | 0.00 | 0.00 | 7.22K |
SCHWAB STRATEGIC TRSOLE | LONG TERM US | 78.53K | SH | $2.46M 1.76% | 0.00 | 0.00 | 78.53K |
SPDR SERIES TRUSTSOLE | ST STR SP500DIV | 48.92K | SH | $2.33M 1.67% | 0.00 | 0.00 | 48.92K |
KEYCORPSOLE | COM | 100.62K | SH | $2.32M 1.66% | 0.00 | 0.00 | 100.62K |
AT&T INCSOLE | COM | 104.51K | SH | $2.16M 1.55% | 0.00 | 0.00 | 104.51K |
QUANTA SVCS INCSOLE | COM | 3K | SH | $2.16M 1.54% | 0.00 | 0.00 | 3K |