INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
21.3%
Top 10 weight
49.9%
Voting Authority Distribution
Total shares with voting rights: 4.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
4.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ISHS 1-5YR INVS | 470.26K | SH | $24.72M 7.61% | 0.00 | 0.00 | 470.26K |
INVESCO EXCH TRADED FD TR IISOLE | S&P SMALLCAP 600 | 485.45K | SH | $24.51M 7.55% | 0.00 | 0.00 | 485.45K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 69.08K | SH | $19.84M 6.11% | 0.00 | 0.00 | 69.08K |
INVESCO EXCH TRADED FD TR IISOLE | SR LN ETF | 816.51K | SH | $16.67M 5.13% | 0.00 | 0.00 | 816.51K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 311.31K | SH | $15.38M 4.74% | 0.00 | 0.00 | 311.31K |
ISHARES TRSOLE | ULTRA SHORT DUR | 277.35K | SH | $14.04M 4.32% | 0.00 | 0.00 | 277.35K |
ISHARES TRSOLE | TRS FLT RT BD | 268.38K | SH | $13.59M 4.19% | 0.00 | 0.00 | 268.38K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 251.61K | SH | $12.73M 3.92% | 0.00 | 0.00 | 251.61K |
ELI LILLY & COSOLE | COM | 12.16K | SH | $11.18M 3.44% | 0.00 | 0.00 | 12.16K |
ISHARES TRSOLE | RUS TP200 GR ETF | 37.72K | SH | $9.39M 2.89% | 0.00 | 0.00 | 37.72K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 297K | SH | $8.93M 2.75% | 0.00 | 0.00 | 297K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 27.68K | SH | $8.37M 2.58% | 0.00 | 0.00 | 27.68K |
APPLE INCSOLE | COM | 21.83K | SH | $5.54M 1.71% | 0.00 | 0.00 | 21.83K |
NVIDIA CORPORATIONSOLE | COM | 27.18K | SH | $4.74M 1.46% | 0.00 | 0.00 | 27.18K |
MICROSOFT CORPSOLE | COM | 12.04K | SH | $4.46M 1.37% | 0.00 | 0.00 | 12.04K |
ALPHABET INCSOLE | CAP STK CL C | 14.36K | SH | $4.12M 1.27% | 0.00 | 0.00 | 14.36K |
TESLA INCSOLE | COM | 9.36K | SH | $3.48M 1.07% | 0.00 | 0.00 | 9.36K |
AMAZON COM INCSOLE | COM | 15.81K | SH | $3.29M 1.01% | 0.00 | 0.00 | 15.81K |
MERCK & CO INCSOLE | COM | 26.28K | SH | $3.16M 0.97% | 0.00 | 0.00 | 26.28K |
BROADCOM INCSOLE | COM | 9.67K | SH | $2.99M 0.92% | 0.00 | 0.00 | 9.67K |
ORACLE CORPSOLE | COM | 19.15K | SH | $2.82M 0.87% | 0.00 | 0.00 | 19.15K |
META PLATFORMS INCSOLE | CL A | 4.64K | SH | $2.66M 0.82% | 0.00 | 0.00 | 4.64K |
ROSS STORES INCSOLE | COM | 12.15K | SH | $2.63M 0.81% | 0.00 | 0.00 | 12.15K |
CUMMINS INCSOLE | COM | 4.38K | SH | $2.36M 0.73% | 0.00 | 0.00 | 4.38K |
AUTOZONE INCSOLE | COM | 600.00 | SH | $2.03M 0.62% | 0.00 | 0.00 | 600.00 |