INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
11.5%
Top 10 weight
22.2%
Voting Authority Distribution
Total shares with voting rights: 526.58K
Full voting authority
526.58K
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 | 9.68K | SH | $3.22M 5.27% | 9.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | Common Stock | 3.70K | SH | $1.90M 3.10% | 3.70K | 0.00 | 0.00 |
VANGUARD INDEX FDS ETFSOLE | Equity Fund | 2.69K | SH | $1.88M 3.08% | 2.69K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Common Stock | 5.68K | SH | $1.30M 2.12% | 5.68K | 0.00 | 0.00 |
ELI LILLY & COSOLE | Common Stock | 929.00 | SH | $1.08M 1.76% | 929.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | Common Stock | 2.10K | SH | $1.05M 1.71% | 2.10K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 867.00 | SH | $923.4K 1.51% | 867.00 | 0.00 | 0.00 |
INVESCO QQQ TR ETFSOLE | Equity Fund | 1.12K | SH | $825.6K 1.35% | 1.12K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | Equity Fund | 1.01K | SH | $776.9K 1.27% | 1.01K | 0.00 | 0.00 |
BROADCOM INCSOLE | Common Stock | 1.80K | SH | $630.7K 1.03% | 1.80K | 0.00 | 0.00 |
COLUMBIA ETF TR I ETFSOLE | Equity Fund | 13.70K | SH | $617.5K 1.01% | 13.70K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Common Stock | 2.24K | SH | $591.9K 0.97% | 2.24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | Common Stock | 2.34K | SH | $583.7K 0.96% | 2.34K | 0.00 | 0.00 |
ALPS ETF TR ETFSOLE | Equity Fund | 9.72K | SH | $578.4K 0.95% | 9.72K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | Common Stock | 1.75K | SH | $577.9K 0.95% | 1.75K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | Common Stock | 5.27K | SH | $567.5K 0.93% | 5.27K | 0.00 | 0.00 |
CAPITAL GRP DIVIDEND ETFSOLE | Equity Fund | 11.42K | SH | $557.9K 0.91% | 11.42K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | Common Stock | 574.00 | SH | $522.5K 0.85% | 574.00 | 0.00 | 0.00 |
STATE STREET SPDR ETFSOLE | Equity Fund | 671.00 | SH | $511.7K 0.84% | 671.00 | 0.00 | 0.00 |
CAPITAL GRP GROWTH ETFSOLE | Equity Fund | 10.42K | SH | $494.3K 0.81% | 10.42K | 0.00 | 0.00 |
ALPHABET INC VOTINGSOLE | Common Stock | 1.40K | SH | $482.0K 0.79% | 1.40K | 0.00 | 0.00 |
ABBVIE INCSOLE | Common Stock | 1.82K | SH | $477.4K 0.78% | 1.82K | 0.00 | 0.00 |
WALMART INCSOLE | Common Stock | 4.49K | SH | $466.6K 0.76% | 4.49K | 0.00 | 0.00 |
ISHARES CORE MSCI ETFSOLE | Equity Fund | 4.78K | SH | $462.9K 0.76% | 4.78K | 0.00 | 0.00 |
ADVANCED MICROSOLE | Common Stock | 746.00 | SH | $456.4K 0.75% | 746.00 | 0.00 | 0.00 |