CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
25.0%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 39.86M
Full voting authority
39.86M
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 | 894.67K | SH | $682.31M 14.39% | 894.67K | 0.00 | 0.00 |
ISHARES S&P SMALLCAP 600 ETFSOLE | ETF | 2.10M | SH | $253.23M 5.34% | 2.10M | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MKTSSOLE | ETF | 3.17M | SH | $248.93M 5.25% | 3.17M | 0.00 | 0.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 3.16M | SH | $217.91M 4.59% | 3.16M | 0.00 | 0.00 |
ISHARES S&P 500 INDEXSOLE | ETF | 337.85K | SH | $194.16M 4.09% | 337.85K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 510.84K | SH | $170.12M 3.59% | 510.84K | 0.00 | 0.00 |
PROLOGIS SHARE BENEFICIAL INTSOLE | REIT | 1.24M | SH | $160.51M 3.38% | 1.24M | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | Stock | 130.21K | SH | $150.66M 3.18% | 130.21K | 0.00 | 0.00 |
JPMORGAN CORE PLUS BOND ETFSOLE | ETF | 3.30M | SH | $140.09M 2.95% | 3.30M | 0.00 | 0.00 |
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 571.32K | SH | $118.85M 2.51% | 571.32K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 488.10K | SH | $111.43M 2.35% | 488.10K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 182.82K | SH | $93.44M 1.97% | 182.82K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 123.25K | SH | $86.38M 1.82% | 123.25K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFESOLE | ETF | 1.23M | SH | $84.97M 1.79% | 1.23M | 0.00 | 0.00 |
FIDELITY TOTAL BOND ETFSOLE | ETF | 2.05M | SH | $83.47M 1.76% | 2.05M | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM TREASURY ETFSOLE | ETF | 1.44M | SH | $76.87M 1.62% | 1.44M | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 192.32K | SH | $66.17M 1.40% | 192.32K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 254.33K | SH | $63.25M 1.33% | 254.33K | 0.00 | 0.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 601.12K | SH | $62.45M 1.32% | 601.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 114.02K | SH | $56.78M 1.20% | 114.02K | 0.00 | 0.00 |
PGIM ULTRA SHORT BOND ETFSOLE | ETF | 914.81K | SH | $45.25M 0.95% | 914.81K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 598.59K | SH | $42.27M 0.89% | 598.59K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 112.26K | SH | $38.25M 0.81% | 112.26K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 112.78K | SH | $37.31M 0.79% | 112.78K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 601.59K | SH | $35.68M 0.75% | 601.59K | 0.00 | 0.00 |