INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
81.3%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 4.19M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.19M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 2.10M | SH | $88.1K 37.08% | 0.00 | 0.00 | 2.10M |
ISHARES TRSOLE | CORE US AGGBD ET | 788.11K | SH | $75.9K 31.96% | 0.00 | 0.00 | 788.11K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.03M | SH | $29.0K 12.22% | 0.00 | 0.00 | 1.03M |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 74.87K | SH | $26.7K 11.26% | 0.00 | 0.00 | 74.87K |
ISHARES TRSOLE | CORE S&P SCP ETF | 145.18K | SH | $12.7K 5.33% | 0.00 | 0.00 | 145.18K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 9.77K | SH | $1.3K 0.56% | 0.00 | 0.00 | 9.77K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.74K | SH | $1.0K 0.44% | 0.00 | 0.00 | 7.74K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.07K | SH | $731.00 0.31% | 0.00 | 0.00 | 4.07K |
APPLE INCSOLE | COM | 4.27K | SH | $591.00 0.25% | 0.00 | 0.00 | 4.27K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 9.39K | SH | $452.00 0.19% | 0.00 | 0.00 | 9.39K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 7.98K | SH | $354.00 0.15% | 0.00 | 0.00 | 7.98K |
TESLA INCSOLE | COM | 1.31K | SH | $346.00 0.15% | 0.00 | 0.00 | 1.31K |
SMARTFINANCIAL INCSOLE | COM NEW | 11.38K | SH | $281.00 0.12% | 0.00 | 0.00 | 11.38K |