CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
19.2%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 8.71M
Full voting authority
8.71M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 25.34K | SH | $17.41M 7.55% | 25.34K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | UIT EXCHANGE TRADED | 161.44K | SH | $15.59M 6.76% | 161.44K | 0.00 | 0.00 |
ZACKS EARNINGS CONSISTENT PORTFOLIO ETFSOLE | UIT EXCHANGE TRADED | 299.70K | SH | $11.31M 4.91% | 299.70K | 0.00 | 0.00 |
ZACKS FOCUS GROWTH ETFSOLE | UIT EXCHANGE TRADED | 345.02K | SH | $10.96M 4.76% | 345.02K | 0.00 | 0.00 |
ALPHABET INC CLASS CSOLE | COMMON STOCK | 29.53K | SH | $10.43M 4.53% | 29.53K | 0.00 | 0.00 |
ZACKS SMALL/MID CAP ETFSOLE | UIT EXCHANGE TRADED | 205.80K | SH | $9.18M 3.98% | 205.80K | 0.00 | 0.00 |
VANGUARD MID-CAP INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 112.72K | SH | $9.08M 3.94% | 112.72K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COMMON STOCK | 31.88K | SH | $6.38M 2.77% | 31.88K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COMMON STOCK | 15.03K | SH | $5.37M 2.33% | 15.03K | 0.00 | 0.00 |
ELI LILLY AND COSOLE | COMMON STOCK | 4.48K | SH | $5.37M 2.33% | 4.48K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCK | 16.89K | SH | $4.89M 2.12% | 16.89K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCK | 20.39K | SH | $4.86M 2.11% | 20.39K | 0.00 | 0.00 |
META PLATFORMS INC CLASS ASOLE | COMMON STOCK | 7.20K | SH | $4.05M 1.76% | 7.20K | 0.00 | 0.00 |
ISHARES CORE U.S. AGGREGATE BOND ETFSOLE | UIT EXCHANGE TRADED | 40.50K | SH | $4.01M 1.74% | 40.50K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | UIT EXCHANGE TRADED | 31.51K | SH | $3.91M 1.70% | 31.51K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COMMON STOCK | 9.70K | SH | $3.62M 1.57% | 9.70K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL-CAP ETFSOLE | UIT EXCHANGE TRADED | 21.64K | SH | $3.21M 1.39% | 21.64K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | UIT EXCHANGE TRADED | 36.17K | SH | $3.00M 1.30% | 36.17K | 0.00 | 0.00 |
VANGUARD VALUE INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 13.15K | SH | $2.87M 1.24% | 13.15K | 0.00 | 0.00 |
SCHWAB EMERGING MARKETS EQUITY ETFSOLE | UIT EXCHANGE TRADED | 75.18K | SH | $2.73M 1.18% | 75.18K | 0.00 | 0.00 |
VANGUARD GROWTH INDEX FUND ETF SHARESSOLE | UIT EXCHANGE TRADED | 28.81K | SH | $2.48M 1.08% | 28.81K | 0.00 | 0.00 |
CALAMOS US EQ AUTOCALLABLE INCOME ETFSOLE | UIT EXCHANGE TRADED | 88.42K | SH | $2.41M 1.04% | 88.42K | 0.00 | 0.00 |
SCHWAB U.S. DIVIDEND EQUITY ETFSOLE | UIT EXCHANGE TRADED | 71.25K | SH | $2.26M 0.98% | 71.25K | 0.00 | 0.00 |
INVESCO S&P SMALLCAP 600REV ETFSOLE | UIT EXCHANGE TRADED | 34.21K | SH | $2.04M 0.88% | 34.21K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 2.68K | SH | $2.00M 0.87% | 2.68K | 0.00 | 0.00 |