ZIONSVILLE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
17.3%
Top 10 weight
43.6%
Voting Authority Distribution
Total shares with voting rights: 4.66M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.66M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 33.09K | SH | $22.73M 6.20% | 0.00 | 0.00 | 33.09K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 314.29K | SH | $21.37M 5.83% | 0.00 | 0.00 | 314.29K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 242.20K | SH | $19.23M 5.24% | 0.00 | 0.00 | 242.20K |
FIDELITY COVINGTON TRUSTSOLE | BLUE CHIP GRWTH | 252.32K | SH | $15.67M 4.27% | 0.00 | 0.00 | 252.32K |
BLACKROCK ETF TRUST IISOLE | ISHA FLEX IN ETF | 266.11K | SH | $13.93M 3.80% | 0.00 | 0.00 | 266.11K |
ELI LILLY & COSOLE | COM | 11.56K | SH | $13.86M 3.78% | 0.00 | 0.00 | 11.56K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 187.01K | SH | $13.73M 3.74% | 0.00 | 0.00 | 187.01K |
ISHARES INCSOLE | CORE MSCI EMKT | 163.08K | SH | $13.51M 3.68% | 0.00 | 0.00 | 163.08K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 397.80K | SH | $13.46M 3.67% | 0.00 | 0.00 | 397.80K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 271.75K | SH | $12.36M 3.37% | 0.00 | 0.00 | 271.75K |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 226.77K | SH | $11.96M 3.26% | 0.00 | 0.00 | 226.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.57K | SH | $10.91M 2.98% | 0.00 | 0.00 | 14.57K |
VANGUARD WELLINGTON FDSOLE | US MULTIFACTOR | 57.13K | SH | $10.11M 2.76% | 0.00 | 0.00 | 57.13K |
ISHARES TRSOLE | CORE US AGGBD ET | 100.23K | SH | $9.92M 2.70% | 0.00 | 0.00 | 100.23K |
BLACKROCK ETF TRUST IISOLE | ISHA TOTA RE ETF | 175.61K | SH | $8.84M 2.41% | 0.00 | 0.00 | 175.61K |
TCW ETF TRUSTSOLE | TRANS SYSTE ETF | 68.22K | SH | $8.39M 2.29% | 0.00 | 0.00 | 68.22K |
ISHARES TRSOLE | EAFE VALUE ETF | 108.36K | SH | $8.29M 2.26% | 0.00 | 0.00 | 108.36K |
ABACUS FCF ETF TRSOLE | LEADERS ETF | 90.36K | SH | $7.76M 2.12% | 0.00 | 0.00 | 90.36K |
ISHARES TRSOLE | RUS 1000 ETF | 17.83K | SH | $7.30M 1.99% | 0.00 | 0.00 | 17.83K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.91K | SH | $6.66M 1.81% | 0.00 | 0.00 | 8.91K |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 189.35K | SH | $5.54M 1.51% | 0.00 | 0.00 | 189.35K |
ISHARES TRSOLE | US TREAS BD ETF | 228.31K | SH | $5.20M 1.42% | 0.00 | 0.00 | 228.31K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 43.13K | SH | $5.07M 1.38% | 0.00 | 0.00 | 43.13K |
FIDELITY COVINGTON TRUSTSOLE | HIGH DIVID ETF | 73.54K | SH | $4.43M 1.21% | 0.00 | 0.00 | 73.54K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 53.51K | SH | $4.41M 1.20% | 0.00 | 0.00 | 53.51K |