CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
25.5%
Top 10 weight
49.9%
Voting Authority Distribution
Total shares with voting rights: 39.64M
Full voting authority
39.64M
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 | 913.72K | SH | $682.32M 14.40% | 913.72K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 2.14M | SH | $281.50M 5.94% | 2.14M | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKTSSOLE | ETF | 3.07M | SH | $245.49M 5.18% | 3.07M | 0.00 | 0.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 3.20M | SH | $236.31M 4.99% | 3.20M | 0.00 | 0.00 |
ISHARES S&P 500 INDEXSOLE | ETF | 328.51K | SH | $182.87M 3.86% | 328.51K | 0.00 | 0.00 |
PROLOGIS SHARE BENEFICIAL INTSOLE | REIT | 1.24M | SH | $167.58M 3.54% | 1.24M | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 130.25K | SH | $156.22M 3.30% | 130.25K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 515.81K | SH | $149.25M 3.15% | 515.81K | 0.00 | 0.00 |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 3.13M | SH | $138.11M 2.91% | 3.13M | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 583.86K | SH | $124.23M 2.62% | 583.86K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 486.76K | SH | $97.30M 2.05% | 486.76K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 1.73M | SH | $93.28M 1.97% | 1.73M | 0.00 | 0.00 |
FIDELITY TOTAL BOND ETFSOLE | ETF | 1.99M | SH | $85.33M 1.80% | 1.99M | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 121.70K | SH | $83.58M 1.76% | 121.70K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | ETF | 1.17M | SH | $79.42M 1.68% | 1.17M | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 187.82K | SH | $67.12M 1.42% | 187.82K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 179.97K | SH | $66.92M 1.41% | 179.96K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 608.80K | SH | $63.24M 1.33% | 608.80K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 252.21K | SH | $60.00M 1.27% | 252.21K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 110.97K | SH | $55.53M 1.17% | 110.97K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 130.66K | SH | $42.77M 0.90% | 130.66K | 0.00 | 0.00 |
VANGUARD SHORT TERM CORP BOND FD ETFSOLE | ETF | 582.65K | SH | $41.53M 0.88% | 582.65K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 578.44K | SH | $41.21M 0.87% | 578.44K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 113.08K | SH | $39.95M 0.84% | 113.08K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 627.52K | SH | $37.46M 0.79% | 627.52K | 0.00 | 0.00 |