CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
33.5%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 18.15M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
18.15M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 774.42K | SH | $248.44M 13.38% | 0.00 | 0.00 | 774.42K |
LISTED FDS TRSOLE | HORIZON KINETICS | 3.95M | SH | $205.50M 11.07% | 0.00 | 0.00 | 3.95M |
INTUITIVE SURGICAL INCSOLE | COM NEW | 363.77K | SH | $167.69M 9.03% | 0.00 | 0.00 | 363.77K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 1.86M | SH | $139.07M 7.49% | 0.00 | 0.00 | 1.86M |
ELI LILLY & COSOLE | COM | 129.62K | SH | $119.22M 6.42% | 0.00 | 0.00 | 129.62K |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 2.55M | SH | $92.47M 4.98% | 0.00 | 0.00 | 2.55M |
ISHARES TRSOLE | NATIONAL MUN ETF | 830.09K | SH | $88.11M 4.74% | 0.00 | 0.00 | 830.09K |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 1.37M | SH | $79.49M 4.28% | 0.00 | 0.00 | 1.37M |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 563.09K | SH | $62.20M 3.35% | 0.00 | 0.00 | 563.09K |
ISHARES TRSOLE | CORE S&P500 ETF | 89.48K | SH | $58.45M 3.15% | 0.00 | 0.00 | 89.48K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 252.08K | SH | $49.46M 2.66% | 0.00 | 0.00 | 252.08K |
APPLE INCSOLE | COM | 165.57K | SH | $42.02M 2.26% | 0.00 | 0.00 | 165.57K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 52.41K | SH | $34.08M 1.84% | 0.00 | 0.00 | 52.41K |
ISHARES TRSOLE | MSCI ACWI ETF | 199.17K | SH | $27.56M 1.48% | 0.00 | 0.00 | 199.17K |
MCDONALDS CORPSOLE | COM | 80.81K | SH | $25.12M 1.35% | 0.00 | 0.00 | 80.81K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 769.43K | SH | $21.43M 1.15% | 0.00 | 0.00 | 769.43K |
NVIDIA CORPORATIONSOLE | COM | 115.10K | SH | $20.07M 1.08% | 0.00 | 0.00 | 115.10K |
ISHARES TRSOLE | MSCI EAFE ETF | 164.53K | SH | $15.98M 0.86% | 0.00 | 0.00 | 164.53K |
ISHARES TRSOLE | MSCI USA MMENTM | 65.89K | SH | $15.81M 0.85% | 0.00 | 0.00 | 65.89K |
MICROSOFT CORPSOLE | COM | 38.89K | SH | $14.39M 0.78% | 0.00 | 0.00 | 38.89K |
JPMORGAN CHASE & COSOLE | COM | 44.81K | SH | $13.18M 0.71% | 0.00 | 0.00 | 44.81K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 94.23K | SH | $13.03M 0.70% | 0.00 | 0.00 | 94.23K |
J P MORGAN EXCHANGE TRADED FSOLE | INFLATION MANAGE | 257.62K | SH | $12.46M 0.67% | 0.00 | 0.00 | 257.62K |
STOCK YDS BANCORP INCSOLE | COM | 146.12K | SH | $9.69M 0.52% | 0.00 | 0.00 | 146.12K |
ISHARES TRSOLE | RUS 1000 ETF | 26.77K | SH | $9.55M 0.51% | 0.00 | 0.00 | 26.77K |