INDIANAPOLIS, IN
Allocation by class
Portfolio Concentration
Top 3 weight
23.1%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 2.85M
Full voting authority
2.85M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 55.45K | SH | $23.65M 9.40% | 55.45K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | QUITY MANAGD FLR | 489.44K | SH | $17.35M 6.90% | 489.44K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 87.82K | SH | $17.23M 6.85% | 87.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 27.20K | SH | $16.25M 6.46% | 27.20K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 163.99K | SH | $12.65M 5.03% | 163.99K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 39.72K | SH | $11.69M 4.65% | 39.72K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES TOTAL RE | 224.60K | SH | $11.27M 4.48% | 224.60K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 11.26K | SH | $10.35M 4.12% | 11.26K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 234.25K | SH | $5.37M 2.13% | 234.25K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 71.24K | SH | $4.97M 1.98% | 71.24K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.60K | SH | $4.96M 1.97% | 7.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 23.05K | SH | $4.74M 1.89% | 23.05K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 138.78K | SH | $4.65M 1.85% | 138.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CONV BD ETF | 43.39K | SH | $4.42M 1.76% | 43.39K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 74.01K | SH | $4.31M 1.71% | 74.01K | 0.00 | 0.00 |
JOHN HANCOCK EXCHANGE TRADEDSOLE | MULTIFACTOR MI | 58.38K | SH | $3.92M 1.56% | 58.38K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 50.91K | SH | $3.83M 1.52% | 50.91K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 31.64K | SH | $3.59M 1.43% | 31.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 14.04K | SH | $3.56M 1.42% | 14.04K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 64.32K | SH | $3.34M 1.33% | 64.32K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 62.25K | SH | $3.16M 1.26% | 62.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 45.33K | SH | $3.06M 1.22% | 45.33K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 24.39K | SH | $2.73M 1.09% | 24.39K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | CAP STRENGTH ETF | 28.43K | SH | $2.64M 1.05% | 28.43K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 20.23K | SH | $2.52M 1.00% | 20.23K | 0.00 | 0.00 |