CARMEL, IN
Allocation by class
Portfolio Concentration
Top 3 weight
17.8%
Top 10 weight
39.4%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 WORLD FDSOLE | INF TECH ETF | 45.97K | SH | $32.1K 8.24% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 676.96K | SH | $20.4K 5.23% | 0.00 | 0.00 | 0.00 |
SCHWAB US LARGE CAP ETFSOLE | US LRG CAP ETF | 658.46K | SH | $16.9K 4.33% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO.SOLE | COM | 17.89K | SH | $16.5K 4.23% | 0.00 | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | US DIVIDEND EQ | 433.58K | SH | $13.3K 3.42% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | FINANCIALS ETF | 103.16K | SH | $12.5K 3.20% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 128.36K | SH | $11.6K 2.98% | 0.00 | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 54.87K | SH | $10.5K 2.70% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 93.11K | SH | $10.3K 2.65% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 116.47K | SH | $9.6K 2.47% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 101.81K | SH | $9.4K 2.42% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 63.96K | SH | $9.4K 2.41% | 0.00 | 0.00 | 0.00 |
ISHARES IBOXX IG CORP BONDSOLE | IBOXX INV CP ETF | 84.57K | SH | $9.2K 2.37% | 0.00 | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | INTL EQTY ETF | 363.19K | SH | $9.0K 2.31% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 78.59K | SH | $8.6K 2.20% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 40.81K | SH | $7.1K 1.83% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 39.53K | SH | $6.4K 1.64% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTHSOLE | GROWTH ETF | 14.22K | SH | $6.2K 1.59% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 21.41K | SH | $6.2K 1.58% | 0.00 | 0.00 | 0.00 |
ISHARES MBS ETFSOLE | MBS ETF | 64.46K | SH | $6.1K 1.57% | 0.00 | 0.00 | 0.00 |
VANGUARD VALUESOLE | VALUE ETF | 30.87K | SH | $6.1K 1.56% | 0.00 | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 64.13K | SH | $6.0K 1.53% | 0.00 | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 80.04K | SH | $5.6K 1.43% | 0.00 | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | CORE S&P500 ETF | 8.15K | SH | $5.3K 1.37% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 225.02K | SH | $5.2K 1.35% | 0.00 | 0.00 | 0.00 |