ZIONSVILLE, IN
Allocation by class
Portfolio Concentration
Top 3 weight
21.1%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 4.90M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.90M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 61.76K | SH | $40.16M 8.95% | 0.00 | 0.00 | 61.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 416.03K | SH | $28.09M 6.26% | 0.00 | 0.00 | 416.03K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 137.93K | SH | $26.47M 5.90% | 0.00 | 0.00 | 137.93K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 322.45K | SH | $24.68M 5.50% | 0.00 | 0.00 | 322.45K |
ISHARES TRSOLE | MSCI EAFE ETF | 198.97K | SH | $19.33M 4.31% | 0.00 | 0.00 | 198.97K |
ELI LILLY & COSOLE | COM | 16.39K | SH | $15.07M 3.36% | 0.00 | 0.00 | 16.39K |
AMAZON COM INCSOLE | COM | 68.17K | SH | $14.20M 3.16% | 0.00 | 0.00 | 68.17K |
APPLE INCSOLE | COM | 52.52K | SH | $13.33M 2.97% | 0.00 | 0.00 | 52.52K |
PEPSICO INCSOLE | COM | 73.73K | SH | $11.45M 2.55% | 0.00 | 0.00 | 73.73K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 119.98K | SH | $11.12M 2.48% | 0.00 | 0.00 | 119.98K |
JPMORGAN CHASE & COSOLE | COM | 34.37K | SH | $10.11M 2.25% | 0.00 | 0.00 | 34.37K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 169.67K | SH | $9.64M 2.15% | 0.00 | 0.00 | 169.67K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 117.44K | SH | $8.65M 1.93% | 0.00 | 0.00 | 117.44K |
MICROSOFT CORPSOLE | COM | 19.52K | SH | $7.23M 1.61% | 0.00 | 0.00 | 19.52K |
ISHARES TRSOLE | NATIONAL MUN ETF | 66.48K | SH | $7.06M 1.57% | 0.00 | 0.00 | 66.48K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 11.96K | SH | $6.91M 1.54% | 0.00 | 0.00 | 11.96K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 41.31K | SH | $6.68M 1.49% | 0.00 | 0.00 | 41.31K |
CHUBB LTD SWITZSOLE | COM | 18.06K | SH | $5.89M 1.31% | 0.00 | 0.00 | 18.06K |
ALPS ETF TRSOLE | ALERIAN MLP | 110.74K | SH | $5.83M 1.30% | 0.00 | 0.00 | 110.74K |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 19.08K | SH | $5.54M 1.23% | 0.00 | 0.00 | 19.08K |
UBER TECHNOLOGIES INCSOLE | COM | 76.20K | SH | $5.48M 1.22% | 0.00 | 0.00 | 76.20K |
T-MOBILE US INCSOLE | COM | 25.35K | SH | $5.32M 1.19% | 0.00 | 0.00 | 25.35K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 89.33K | SH | $5.29M 1.18% | 0.00 | 0.00 | 89.33K |
HOME DEPOT INCSOLE | COM | 14.86K | SH | $4.89M 1.09% | 0.00 | 0.00 | 14.86K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 24.55K | SH | $4.82M 1.07% | 0.00 | 0.00 | 24.55K |