CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
25.8%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Full voting authority
1.22M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 33.18K | SH | $21.58M 13.43% | 33.18K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 20.25K | SH | $10.12M 6.30% | 20.25K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 56.13K | SH | $9.79M 6.09% | 56.13K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.71K | SH | $8.97M 5.58% | 18.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.41K | SH | $7.56M 4.70% | 20.41K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 25.28K | SH | $7.27M 4.53% | 25.28K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 22.61K | SH | $6.65M 4.14% | 22.61K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 17.43K | SH | $5.27M 3.28% | 17.43K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 8.71K | SH | $5.03M 3.13% | 8.71K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.38K | SH | $4.92M 3.06% | 19.38K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.24K | SH | $4.63M 2.88% | 22.24K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 25.81K | SH | $4.38M 2.73% | 25.81K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.89K | SH | $3.99M 2.48% | 13.89K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.87K | SH | $3.56M 2.21% | 3.87K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.52K | SH | $2.80M 1.74% | 22.52K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 24.18K | SH | $2.56M 1.60% | 24.18K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 42.39K | SH | $2.20M 1.37% | 42.39K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 1.34% | 3.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.32K | SH | $2.03M 1.27% | 8.32K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 17.48K | SH | $2.01M 1.25% | 17.48K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 6.29K | SH | $1.96M 1.22% | 6.29K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 8.83K | SH | $1.92M 1.20% | 8.83K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 6.22K | SH | $1.68M 1.05% | 6.22K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 5.30K | SH | $1.56M 0.97% | 5.30K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 47.72K | SH | $1.46M 0.91% | 47.72K | 0.00 | 0.00 |