INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
8.0%
Top 10 weight
17.4%
Voting Authority Distribution
Total shares with voting rights: 4.41M
Full voting authority
4.41M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | Common Stock | 28.32K | SH | $7.19M 2.97% | 28.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 16.49K | SH | $6.10M 2.52% | 16.49K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Common Stock | 34.41K | SH | $6.00M 2.48% | 34.41K | 0.00 | 0.00 |
ALPS ETF TR ETFSOLE | Fund | 83.95K | SH | $4.67M 1.93% | 83.95K | 0.00 | 0.00 |
FIRST TRUST RISING ETFSOLE | Fund | 53.26K | SH | $3.64M 1.50% | 53.26K | 0.00 | 0.00 |
ELI LILLY & COSOLE | Common Stock | 3.45K | SH | $3.18M 1.31% | 3.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | Common Stock | 6.32K | SH | $3.03M 1.25% | 6.32K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Fund | 4.53K | SH | $2.96M 1.22% | 4.53K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | Fund | 6.51K | SH | $2.84M 1.17% | 6.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 12.58K | SH | $2.62M 1.08% | 12.58K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 8.33K | SH | $2.58M 1.06% | 8.33K | 0.00 | 0.00 |
VANGUARD INDEX FDS ETFSOLE | Fund | 3.81K | SH | $2.28M 0.94% | 3.81K | 0.00 | 0.00 |
WALMART INCSOLE | Common Stock | 18.24K | SH | $2.27M 0.94% | 18.24K | 0.00 | 0.00 |
CAPITAL GRP INTL ETFSOLE | Fund | 70.58K | SH | $2.08M 0.86% | 70.58K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 5.53K | SH | $2.06M 0.85% | 5.53K | 0.00 | 0.00 |
ALPHABET INC NON VOTINGSOLE | Common Stock | 7.13K | SH | $2.05M 0.85% | 7.13K | 0.00 | 0.00 |
STATE STREET SPDR ETFSOLE | Fund | 2.97K | SH | $1.93M 0.80% | 2.97K | 0.00 | 0.00 |
I SHARES SILVER TR ETFSOLE | Fund | 27.35K | SH | $1.86M 0.77% | 27.35K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Common Stock | 6.19K | SH | $1.82M 0.75% | 6.19K | 0.00 | 0.00 |
ISHARES CORE MSCI ETFSOLE | Fund | 19.59K | SH | $1.77M 0.73% | 19.59K | 0.00 | 0.00 |
ALPS ETF TR ETFSOLE | Fund | 39.78K | SH | $1.74M 0.72% | 39.78K | 0.00 | 0.00 |
INVESCO QQQ TR ETFSOLE | Fund | 2.95K | SH | $1.71M 0.70% | 2.95K | 0.00 | 0.00 |
FIRST TRUSTSOLE | Unit Investment Trust | 155.86K | SH | $1.68M 0.70% | 155.86K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | Common Stock | 1.66K | SH | $1.65M 0.68% | 1.66K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | Common Stock | 21.25K | SH | $1.65M 0.68% | 21.25K | 0.00 | 0.00 |