INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
8.5%
Top 10 weight
19.5%
Voting Authority Distribution
Total shares with voting rights: 3.19M
Full voting authority
3.19M
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 | 29.22K | SH | $8.46M 3.08% | 29.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 21.39K | SH | $7.98M 2.90% | 21.39K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Common Stock | 35.35K | SH | $7.07M 2.57% | 35.35K | 0.00 | 0.00 |
ELI LILLY & COSOLE | Common Stock | 4.96K | SH | $5.96M 2.17% | 4.96K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | Common Stock | 38.36K | SH | $5.62M 2.04% | 38.36K | 0.00 | 0.00 |
FIRST TRUST RISING ETFSOLE | Equity Fund | 56.75K | SH | $4.60M 1.67% | 56.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | Common Stock | 7.12K | SH | $3.56M 1.30% | 7.12K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Equity Fund | 4.69K | SH | $3.51M 1.28% | 4.69K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 14.55K | SH | $3.47M 1.26% | 14.55K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 9.16K | SH | $3.46M 1.26% | 9.16K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | Equity Fund | 39.60K | SH | $3.41M 1.24% | 39.60K | 0.00 | 0.00 |
STATE STREET SPDR ETFSOLE | Equity Fund | 3.92K | SH | $2.93M 1.06% | 3.92K | 0.00 | 0.00 |
VANGUARD INDEX FDS ETFSOLE | Equity Fund | 4.10K | SH | $2.82M 1.02% | 4.10K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | Common Stock | 23.76K | SH | $2.79M 1.01% | 23.76K | 0.00 | 0.00 |
ALPHABET INC NON VOTINGSOLE | Common Stock | 7.73K | SH | $2.73M 0.99% | 7.73K | 0.00 | 0.00 |
CAPITAL GRP INTL ETFSOLE | Equity Fund | 76.47K | SH | $2.65M 0.96% | 76.47K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Common Stock | 8.06K | SH | $2.64M 0.96% | 8.06K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 2.24K | SH | $2.58M 0.94% | 2.24K | 0.00 | 0.00 |
ALPHABET INC VOTINGSOLE | Common Stock | 6.89K | SH | $2.46M 0.90% | 6.89K | 0.00 | 0.00 |
TESLA INCSOLE | Common Stock | 5.79K | SH | $2.44M 0.89% | 5.79K | 0.00 | 0.00 |
ALPS ETF TR ETFSOLE | Equity Fund | 40.93K | SH | $2.39M 0.87% | 40.93K | 0.00 | 0.00 |
INVESCO QQQ TR ETFSOLE | Equity Fund | 3.13K | SH | $2.31M 0.84% | 3.13K | 0.00 | 0.00 |
WALMART INCSOLE | Common Stock | 19.22K | SH | $2.18M 0.79% | 19.22K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common Stock | 8.30K | SH | $2.11M 0.77% | 8.30K | 0.00 | 0.00 |
CUMMINS INCSOLE | Common Stock | 2.95K | SH | $2.10M 0.77% | 2.95K | 0.00 | 0.00 |