INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
21.7%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 4.91M
Full voting authority
4.91M
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 |
|---|---|---|---|---|---|---|---|
Vanguard FTSE Developed Market ETFSOLE | ETF | 1.25M | SH | $89.00M 10.93% | 1.25M | 0.00 | 0.00 |
Micron Technology Inc.SOLE | COM | 43.27K | SH | $49.94M 6.14% | 43.27K | 0.00 | 0.00 |
Alphabet Inc. Class CSOLE | COM | 106.44K | SH | $37.61M 4.62% | 106.44K | 0.00 | 0.00 |
Apple Inc.SOLE | COM | 127.78K | SH | $36.97M 4.54% | 127.78K | 0.00 | 0.00 |
Linde PLCSOLE | COM | 70.72K | SH | $36.70M 4.51% | 70.72K | 0.00 | 0.00 |
TJX Companies Inc.SOLE | COM | 212.64K | SH | $32.21M 3.96% | 212.64K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 80.74K | SH | $30.12M 3.70% | 80.74K | 0.00 | 0.00 |
Goldman Sachs Group Inc.SOLE | COM | 29.06K | SH | $29.39M 3.61% | 29.06K | 0.00 | 0.00 |
Palo Alto Networks Inc.SOLE | COM | 85.80K | SH | $29.26M 3.59% | 85.80K | 0.00 | 0.00 |
Cummins Inc.SOLE | COM | 34.35K | SH | $24.50M 3.01% | 34.35K | 0.00 | 0.00 |
Amazon.com Inc.SOLE | COM | 101.14K | SH | $24.10M 2.96% | 101.14K | 0.00 | 0.00 |
iShares Core S&P Small-Cap ETFSOLE | ETF | 157.16K | SH | $23.31M 2.86% | 157.16K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 90.89K | SH | $23.08M 2.84% | 90.89K | 0.00 | 0.00 |
Phillips 66SOLE | COM | 133.50K | SH | $22.57M 2.77% | 133.50K | 0.00 | 0.00 |
Visa Inc. Class ASOLE | COM | 63.97K | SH | $21.95M 2.70% | 63.97K | 0.00 | 0.00 |
iShares Gold TrustSOLE | ETF | 280.54K | SH | $21.18M 2.60% | 280.54K | 0.00 | 0.00 |
Union Pacific Corp.SOLE | COM | 76.36K | SH | $20.77M 2.55% | 76.36K | 0.00 | 0.00 |
Avantis U.S. Small-Cap Value ETFSOLE | ETF | 154.67K | SH | $19.30M 2.37% | 154.67K | 0.00 | 0.00 |
SPDR Gold TrustSOLE | ETF | 45.71K | SH | $16.84M 2.07% | 45.71K | 0.00 | 0.00 |
Deere & Co.SOLE | COM | 26.07K | SH | $16.54M 2.03% | 26.07K | 0.00 | 0.00 |
Cisco Systems Inc.SOLE | COM | 140.59K | SH | $16.51M 2.03% | 140.59K | 0.00 | 0.00 |
iShares MSCI Eurozone ETFSOLE | ETF | 229.45K | SH | $15.95M 1.96% | 229.45K | 0.00 | 0.00 |
Medtronic PLCSOLE | COM | 195.34K | SH | $15.28M 1.88% | 195.34K | 0.00 | 0.00 |
Amgen Inc.SOLE | COM | 41.78K | SH | $15.13M 1.86% | 41.78K | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM | 22.61K | SH | $12.73M 1.56% | 22.61K | 0.00 | 0.00 |