CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
32.0%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 18.89M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
18.89M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 762.72K | SH | $282.24M 14.30% | 0.00 | 0.00 | 762.72K |
LISTED FDS TRSOLE | HORI KI INFL ETF | 3.86M | SH | $192.55M 9.75% | 0.00 | 0.00 | 3.86M |
INVESTMENT MANAGERS SER TR ISOLE | FPA GBL EQTY ETF | 3.90M | SH | $156.45M 7.93% | 0.00 | 0.00 | 3.90M |
ELI LILLY & COSOLE | COM | 128.86K | SH | $154.56M 7.83% | 0.00 | 0.00 | 128.86K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 355.88K | SH | $141.53M 7.17% | 0.00 | 0.00 | 355.88K |
SPDR INDEX SHS FDSSOLE | ST STR NAT ETF | 1.81M | SH | $122.04M 6.18% | 0.00 | 0.00 | 1.81M |
ISHARES TRSOLE | NATIONAL MUN ETF | 840.79K | SH | $90.49M 4.58% | 0.00 | 0.00 | 840.79K |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 1.26M | SH | $75.48M 3.82% | 0.00 | 0.00 | 1.26M |
ISHARES TRSOLE | CORE S&P500 ETF | 84.61K | SH | $63.36M 3.21% | 0.00 | 0.00 | 84.61K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 497.16K | SH | $62.03M 3.14% | 0.00 | 0.00 | 497.16K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 241.47K | SH | $52.62M 2.67% | 0.00 | 0.00 | 241.47K |
APPLE INCSOLE | COM | 163.49K | SH | $47.31M 2.40% | 0.00 | 0.00 | 163.49K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 50.12K | SH | $37.43M 1.90% | 0.00 | 0.00 | 50.12K |
ISHARES TRSOLE | MSCI ACWI ETF | 195.06K | SH | $30.62M 1.55% | 0.00 | 0.00 | 195.06K |
MCDONALDS CORPSOLE | COM | 80.96K | SH | $21.88M 1.11% | 0.00 | 0.00 | 80.96K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 693.01K | SH | $21.55M 1.09% | 0.00 | 0.00 | 693.01K |
ISHARES TRSOLE | MSCI USA MMENTM | 62.74K | SH | $21.51M 1.09% | 0.00 | 0.00 | 62.74K |
NVIDIA CORPORATIONSOLE | COM | 87.95K | SH | $17.60M 0.89% | 0.00 | 0.00 | 87.95K |
ISHARES TRSOLE | MSCI EAFE ETF | 155.24K | SH | $16.13M 0.82% | 0.00 | 0.00 | 155.24K |
MICROSOFT CORPSOLE | COM | 37.44K | SH | $13.97M 0.71% | 0.00 | 0.00 | 37.44K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 85.20K | SH | $13.37M 0.68% | 0.00 | 0.00 | 85.20K |
J P MORGAN EXCHANGE TRADED FSOLE | INFL MANA BD ETF | 252.68K | SH | $12.09M 0.61% | 0.00 | 0.00 | 252.68K |
ISHARES TRSOLE | 0-3 MTH TREASURY | 110K | SH | $11.07M 0.56% | 0.00 | 0.00 | 110K |
STOCK YDS BANCORP INCSOLE | COM | 144.68K | SH | $11.06M 0.56% | 0.00 | 0.00 | 144.68K |
ISHARES TRSOLE | RUS 1000 ETF | 26.48K | SH | $10.85M 0.55% | 0.00 | 0.00 | 26.48K |