Indianapolis, INCIK 18624274 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
192 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 67.6K | $46.32M | 14.2% | −1.5K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 648.3K | $40.50M | 12.4% | −17.5K | Reduced |
| 3 | Ishares Tr | 302.0K | $36.30M | 11.1% | +2.1K | Added |
| 4 | Spdr S&P 500 ETF Tr |
| 25.7K |
| $17.56M |
| 5.4% |
| −561 |
| Reduced |
| 5 | Eli Lilly & Co | 15.2K | $16.32M | 5.0% | +264 | Added |
| 6 | Apple Inc | 39.9K | $10.86M | 3.3% | +2.0K | Added |
| 7 | Schwab Strategic Tr | 373.8K | $9.90M | 3.0% | +31 | Added |
| 8 | Vanguard Index Fds | 24.7K | $8.27M | 2.5% | −2.5K | Reduced |
| 9 | Vanguard Index Fds | 30.8K | $7.95M | 2.4% | −1.3K | Reduced |
| 10 | Hillenbrand Inc | 242.4K | $7.69M | 2.4% | −16.3K | Reduced |
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