Indianapolis, INCIK 17305114 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
289 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | 328.0K | $352.53M | 37.9% | −444 | Reduced |
| 2 | Dimensional ETF Trust | 1.46M | $55.57M | 6.0% | +19.7K | Added |
| 3 | Vanguard Mun Bd Fds | 691.9K | $34.80M | 3.7% | +30.6K | Added |
| 4 | Dimensional ETF Trust |
| 739.2K |
| $24.07M |
| 2.6% |
| +105.1K |
| Added |
| 5 | Apple Inc | 77.7K | $21.14M | 2.3% | −1.6K | Reduced |
| 6 | Vanguard Wellington Fd | 164.8K | $16.74M | 1.8% | +142.2K | Added |
| 7 | Microsoft Corp | 33.6K | $16.26M | 1.8% | −301 | Reduced |
| 8 | American Centy ETF Tr | 159.7K | $15.00M | 1.6% | +7.9K | Added |
| 9 | Ishares Tr | 122.2K | $13.92M | 1.5% | +528 | Added |
| 10 | Spdr S&P 500 ETF Tr | 19.1K | $13.00M | 1.4% | −335 | Reduced |
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