CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
25.1%
Top 10 weight
49.5%
Voting Authority Distribution
Total shares with voting rights: 38.39M
Full voting authority
38.39M
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 |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETFSOLE | ETF | 924.51K | SH | $600.98M 14.36% | 924.51K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 2.12M | SH | $239.29M 5.72% | 2.12M | 0.00 | 0.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 3.21M | SH | $209.60M 5.01% | 3.21M | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKTSSOLE | ETF | 2.96M | SH | $206.25M 4.93% | 2.96M | 0.00 | 0.00 |
PROLOGIS SHARE BENEFICIAL INTSOLE | REIT | 1.24M | SH | $163.72M 3.91% | 1.24M | 0.00 | 0.00 |
ISHARES S&P 500 INDEXSOLE | ETF | 320.24K | SH | $157.11M 3.75% | 320.24K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 527.59K | SH | $133.51M 3.19% | 527.59K | 0.00 | 0.00 |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 2.91M | SH | $128.13M 3.06% | 2.91M | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 131.65K | SH | $121.08M 2.89% | 131.65K | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 591.65K | SH | $113.55M 2.71% | 591.65K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 1.99M | SH | $109.34M 2.61% | 1.99M | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 481.80K | SH | $84.00M 2.01% | 481.80K | 0.00 | 0.00 |
FIDELITY TOTAL BOND ETFSOLE | ETF | 1.93M | SH | $83.19M 1.99% | 1.93M | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | ETF | 1.13M | SH | $72.52M 1.73% | 1.13M | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 115.39K | SH | $68.95M 1.65% | 115.39K | 0.00 | 0.00 |
VANGUARD SHORT TERM CORP BOND FD ETFSOLE | ETF | 924.88K | SH | $68.78M 1.64% | 924.88K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 176.77K | SH | $65.35M 1.56% | 176.77K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 609.44K | SH | $59.19M 1.41% | 609.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 112.89K | SH | $54.10M 1.29% | 112.89K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 254.59K | SH | $52.94M 1.27% | 254.59K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 182.56K | SH | $52.50M 1.25% | 182.56K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 131.30K | SH | $38.62M 0.92% | 131.30K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 559.70K | SH | $35.87M 0.86% | 559.70K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 644.42K | SH | $34.83M 0.83% | 644.42K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 115.30K | SH | $33.06M 0.79% | 115.30K | 0.00 | 0.00 |