Indianapolis, INCIK 20282025 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
80 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 635.2K | $33.43M | 24.2% | +635.2K | New |
| 2 | Eli Lilly & Co | 26.2K | $28.18M | 20.4% | +6.4K | Added |
| 3 | Apple Inc | 27.4K | $7.44M | 5.4% | +2.2K | Added |
| 4 | Vanguard Index Fds |
| 9.1K |
| $5.68M |
| 4.1% |
| +75 |
| Added |
| 5 | Schwab Strategic Tr | 135.5K | $3.65M | 2.6% | −371 | Reduced |
| 6 | Vanguard Mun Bd Fds | 70.9K | $3.57M | 2.6% | +5.1K | Added |
| 7 | Dimensional ETF Trust | 42.8K | $3.17M | 2.3% | 0 | Held |
| 8 | Schwab Strategic Tr | 104.3K | $2.97M | 2.1% | −2.7K | Reduced |
| 9 | Microsoft Corp | 6.0K | $2.92M | 2.1% | +1.1K | Added |
| 10 | Schwab Strategic Tr | 105.3K | $2.76M | 2.0% | 0 | Held |
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