CIK: 0001730511 · Show all filings
Period: Q4 2017 (Next →)
Filing Date: Feb 6, 2018
Total Value ($000): $111,126 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| LLY | LILLY ELI & CO | 347,645 | $29,362 | 26.4% | $75.28 | 0.0% | COM | 532457108 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 17,628 | $3,494 | 3.1% | $189.88 | 0.0% | CL B NEW | 084670702 |
| JPM | JPMORGAN CHASE & CO | 30,146 | $3,224 | 2.9% | $81.33 | 0.0% | COM | 46625H100 |
| AAPL | APPLE INC | 18,084 | $3,060 | 2.8% | $39.08 | 0.0% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 32,714 | $2,798 | 2.5% | $75.26 | 0.0% | COM | 594918104 |
| IVV | ISHARES TR | 7,910 | $2,127 | 1.9% | $268.90 | — | CORE S&P500 ETF | 464287200 |
| XOM | EXXON MOBIL CORP | 23,528 | $1,968 | 1.8% | $57.12 | 0.0% | COM | 30231G102 |
| DIS | DISNEY WALT CO | 17,213 | $1,851 | 1.7% | $97.30 | 0.0% | COM DISNEY | 254687106 |
| SPY | SPDR S&P 500 ETF TR | 6,636 | $1,771 | 1.6% | $266.88 | — | TR UNIT | 78462F103 |
| JNJ | JOHNSON & JOHNSON | 11,803 | $1,649 | 1.5% | $110.98 | 0.0% | COM | 478160104 |
| PEP | PEPSICO INC | 13,663 | $1,638 | 1.5% | $88.99 | 0.0% | COM | 713448108 |
| WNC | WABASH NATL CORP | 70,518 | $1,530 | 1.4% | $17.53 | 0.0% | COM | 929566107 |
| FNX | FIRST TR MID CAP CORE ALPHAD | 21,900 | $1,439 | 1.3% | $65.71 | — | COM SHS | 33735B108 |
| HD | HOME DEPOT INC | 6,887 | $1,305 | 1.2% | $141.67 | 0.0% | COM | 437076102 |
| CVX | CHEVRON CORP NEW | 10,197 | $1,277 | 1.1% | $83.55 | 0.0% | COM | 166764100 |
| PG | PROCTER AND GAMBLE CO | 13,757 | $1,264 | 1.1% | $72.65 | 0.0% | COM | 742718109 |
| HON | HONEYWELL INTL INC | 8,023 | $1,230 | 1.1% | $113.37 | 0.0% | COM | 438516106 |
| IJH | ISHARES TR | 6,026 | $1,144 | 1.0% | $189.84 | — | CORE S&P MCP ETF | 464287507 |
| INTC | INTEL CORP | 24,762 | $1,143 | 1.0% | $36.55 | 0.0% | COM | 458140100 |
| VTI | VANGUARD INDEX FDS | 7,605 | $1,044 | 0.9% | $137.28 | — | TOTAL STK MKT | 922908769 |
| CMI | CUMMINS INC | 5,825 | $1,029 | 0.9% | $138.21 | 0.0% | COM | 231021106 |
| FDN | FIRST TR EXCHANGE TRADED FD | 9,075 | $997 | 0.9% | $109.86 | — | DJ INTERNT IDX | 33733E302 |
| GOOGL | ALPHABET INC | 888 | $935 | 0.8% | $51.24 | 0.0% | CAP STK CL A | 02079K305 |
| SPG | SIMON PPTY GROUP INC NEW | 5,432 | $933 | 0.8% | $104.73 | 0.0% | COM | 828806109 |
| CSCO | CISCO SYS INC | 24,260 | $929 | 0.8% | $27.97 | 0.0% | COM | 17275R102 |
| PFE | PFIZER INC | 24,165 | $875 | 0.8% | $23.80 | 0.0% | COM | 717081103 |
| MMM | 3M CO | 3,712 | $874 | 0.8% | $144.97 | 0.0% | COM | 88579Y101 |
| MCD | MCDONALDS CORP | 4,829 | $831 | 0.7% | $138.65 | 0.0% | COM | 580135101 |
| FAB | FIRST TR MULTI CP VAL ALPHA | 13,273 | $756 | 0.7% | $56.96 | — | COM SHS | 33733C108 |
| T | AT&T INC | 19,373 | $753 | 0.7% | $15.25 | 0.0% | COM | 00206R102 |
| VXUS | VANGUARD STAR FD | 13,050 | $741 | 0.7% | $56.78 | — | VG TL INTL STK F | 921909768 |
| ITW | ILLINOIS TOOL WKS INC | 4,183 | $698 | 0.6% | $130.85 | 0.0% | COM | 452308109 |
| — | CHEMICAL FINL CORP | 13,036 | $697 | 0.6% | $53.47 | — | COM | 163731102 |
| WMT | WAL-MART STORES INC | 6,990 | $690 | 0.6% | $26.82 | 0.0% | COM | 931142103 |
| — | EXPRESS SCRIPTS HLDG CO | 9,087 | $678 | 0.6% | $74.61 | — | COM | 30219G108 |
| MO | ALTRIA GROUP INC | 9,469 | $676 | 0.6% | $36.64 | 0.0% | COM | 02209S103 |
| ISRG | INTUITIVE SURGICAL INC | 1,838 | $671 | 0.6% | $125.15 | 0.0% | COM NEW | 46120E602 |
| PM | PHILIP MORRIS INTL INC | 6,195 | $655 | 0.6% | $69.58 | 0.0% | COM | 718172109 |
| IBM | INTERNATIONAL BUSINESS MACHS | 4,173 | $640 | 0.6% | $102.11 | 0.0% | COM | 459200101 |
| USB | US BANCORP DEL | 11,927 | $639 | 0.6% | $39.05 | 0.0% | COM NEW | 902973304 |
| KO | COCA COLA CO | 13,566 | $622 | 0.6% | $35.63 | 0.0% | COM | 191216100 |
| KMB | KIMBERLY CLARK CORP | 5,023 | $606 | 0.5% | $87.60 | 0.0% | COM | 494368103 |
| VUG | VANGUARD INDEX FDS | 4,243 | $597 | 0.5% | $140.70 | — | GROWTH ETF | 922908736 |
| ADP | AUTOMATIC DATA PROCESSING IN | 5,046 | $591 | 0.5% | $96.16 | 0.0% | COM | 053015103 |
| BMY | BRISTOL MYERS SQUIBB CO | 9,412 | $577 | 0.5% | $46.46 | 0.0% | COM | 110122108 |
| NEE | NEXTERA ENERGY INC | 3,675 | $574 | 0.5% | $31.53 | 0.0% | COM | 65339F101 |
| MIDD | MIDDLEBY CORP | 4,128 | $557 | 0.5% | $122.36 | 0.0% | COM | 596278101 |
| — | DOWDUPONT INC | 7,593 | $541 | 0.5% | $71.25 | — | COM | 26078J100 |
| — | GENERAL ELECTRIC CO | 30,536 | $533 | 0.5% | $17.45 | — | COM | 369604103 |
| — | POWERSHARES ETF TR II | 11,101 | $530 | 0.5% | $47.74 | — | S&P500 LOW VOL | 73937B779 |
| PATK | PATRICK INDS INC | 7,499 | $521 | 0.5% | $36.45 | 0.0% | COM | 703343103 |
| THO | THOR INDS INC | 3,335 | $503 | 0.5% | $117.35 | 0.0% | COM | 885160101 |
| VOO | VANGUARD INDEX FDS | 2,040 | $500 | 0.4% | $245.10 | — | S&P 500 ETF SHS | 922908363 |
| ABBV | ABBVIE INC | 5,051 | $488 | 0.4% | $66.89 | 0.0% | COM | 00287Y109 |
| — | POWERSHARES ETF TRUST | 12,540 | $487 | 0.4% | $38.84 | — | DYNM LRG CP VL | 73935X708 |
| LOW | LOWES COS INC | 5,147 | $478 | 0.4% | $71.24 | 0.0% | COM | 548661107 |
| VBR | VANGUARD INDEX FDS | 3,512 | $466 | 0.4% | $132.69 | — | SM CP VAL ETF | 922908611 |
| DHR | DANAHER CORP DEL | 5,005 | $465 | 0.4% | $78.23 | 0.0% | COM | 235851102 |
| NI | NISOURCE INC | 18,066 | $464 | 0.4% | $20.38 | 0.0% | COM | 65473P105 |
| DVY | ISHARES TR | 4,686 | $462 | 0.4% | $98.59 | — | SELECT DIVID ETF | 464287168 |
| LNC | LINCOLN NATL CORP IND | 5,929 | $456 | 0.4% | $53.76 | 0.0% | COM | 534187109 |
| INBK | FIRST INTERNET BANCORP | 11,300 | $431 | 0.4% | $37.37 | 0.0% | COM | 320557101 |
| META | FACEBOOK INC | 2,427 | $428 | 0.4% | $175.52 | 0.0% | CL A | 30303M102 |
| WY | WEYERHAEUSER CO | 11,902 | $420 | 0.4% | $25.74 | 0.0% | COM | 962166104 |
| VZ | VERIZON COMMUNICATIONS INC | 7,941 | $420 | 0.4% | $31.96 | 0.0% | COM | 92343V104 |
| XRAY | DENTSPLY SIRONA INC | 6,254 | $412 | 0.4% | $63.59 | 0.0% | COM | 24906P109 |
| GOOG | ALPHABET INC | 389 | $407 | 0.4% | $50.52 | 0.0% | CAP STK CL C | 02079K107 |
| DUK | DUKE ENERGY CORP NEW | 4,532 | $381 | 0.3% | $62.65 | 0.0% | COM NEW | 26441C204 |
| CLX | CLOROX CO DEL | 2,470 | $367 | 0.3% | $107.52 | 0.0% | COM | 189054109 |
| BALL | BALL CORP | 9,600 | $363 | 0.3% | $37.09 | 0.0% | COM | 058498106 |
| VNQ | VANGUARD INDEX FDS | 4,259 | $353 | 0.3% | $82.88 | — | REIT ETF | 922908553 |
| GD | GENERAL DYNAMICS CORP | 1,721 | $350 | 0.3% | $170.35 | 0.0% | COM | 369550108 |
| KHC | KRAFT HEINZ CO | 4,469 | $348 | 0.3% | $53.39 | 0.0% | COM | 500754106 |
| CSX | CSX CORP | 6,278 | $345 | 0.3% | $15.87 | 0.0% | COM | 126408103 |
| ORLY | O REILLY AUTOMOTIVE INC NEW | 1,417 | $341 | 0.3% | $14.89 | 0.0% | COM | 67103H107 |
| AXP | AMERICAN EXPRESS CO | 3,406 | $338 | 0.3% | $85.24 | 0.0% | COM | 025816109 |
| IWR | ISHARES TR | 1,615 | $336 | 0.3% | $208.05 | — | RUS MID CAP ETF | 464287499 |
| EFA | ISHARES TR | 4,770 | $335 | 0.3% | $70.23 | — | MSCI EAFE ETF | 464287465 |
| VCIT | VANGUARD SCOTTSDALE FDS | 3,772 | $330 | 0.3% | $87.49 | — | INT-TERM CORP | 92206C870 |
| WFC | WELLS FARGO CO NEW | 5,367 | $326 | 0.3% | $45.09 | 0.0% | COM | 949746101 |
| IWM | ISHARES TR | 2,114 | $322 | 0.3% | $152.32 | — | RUSSELL 2000 ETF | 464287655 |
| BSX | BOSTON SCIENTIFIC CORP | 12,744 | $316 | 0.3% | $27.58 | 0.0% | COM | 101137107 |
| LKFN | LAKELAND FINL CORP | 6,450 | $313 | 0.3% | $39.25 | 0.0% | COM | 511656100 |
| SCHD | SCHWAB STRATEGIC TR | 6,082 | $311 | 0.3% | $51.13 | — | US DIVIDEND EQ | 808524797 |
| MDLZ | MONDELEZ INTL INC | 7,195 | $308 | 0.3% | $34.48 | 0.0% | CL A | 609207105 |
| GLD | SPDR GOLD TRUST | 2,474 | $306 | 0.3% | $123.69 | — | GOLD SHS | 78463V107 |
| IWF | ISHARES TR | 2,274 | $306 | 0.3% | $134.56 | — | RUS 1000 GRW ETF | 464287614 |
| SCHX | SCHWAB STRATEGIC TR | 4,759 | $304 | 0.3% | $63.88 | — | US LRG CAP ETF | 808524201 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 1 | $298 | 0.3% | $284799.47 | 0.0% | CL A | 084670108 |
| SYK | STRYKER CORP | 1,916 | $297 | 0.3% | $139.59 | 0.0% | COM | 863667101 |
| SCHB | SCHWAB STRATEGIC TR | 4,609 | $297 | 0.3% | $64.44 | — | US BRD MKT ETF | 808524102 |
| NGG | NATIONAL GRID PLC | 5,041 | $296 | 0.3% | $58.72 | — | SPONSORED ADR NE | 636274409 |
| — | UNITED TECHNOLOGIES CORP | 2,319 | $296 | 0.3% | $127.64 | — | COM | 913017109 |
| — | MAGELLAN MIDSTREAM PRTNRS LP | 4,150 | $294 | 0.3% | $70.84 | — | COM UNIT RP LP | 559080106 |
| TGT | TARGET CORP | 4,454 | $291 | 0.3% | $48.06 | 0.0% | COM | 87612E106 |
| AMZN | AMAZON COM INC | 244 | $285 | 0.3% | $55.02 | 0.0% | COM | 023135106 |
| IJT | ISHARES TR | 1,677 | $285 | 0.3% | $169.95 | — | S&P SML 600 GWT | 464287887 |
| IUSG | ISHARES TR | 5,300 | $285 | 0.3% | $53.77 | — | CORE S&P US GWT | 464287671 |
| UNP | UNION PAC CORP | 2,115 | $284 | 0.3% | $100.79 | 0.0% | COM | 907818108 |
| BAC | BANK AMER CORP | 9,437 | $279 | 0.3% | $22.78 | 0.0% | COM | 060505104 |
| — | NUVEEN QUALITY MUNCP INCOME | 19,677 | $277 | 0.2% | $14.08 | — | COM | 67066V101 |
| — | AETNA INC NEW | 1,504 | $271 | 0.2% | $180.19 | — | COM | 00817Y108 |
| XLF | SELECT SECTOR SPDR TR | 9,626 | $269 | 0.2% | $27.95 | — | SBI INT-FINL | 81369Y605 |
| — | POWERSHARES ETF TR II | 6,300 | $267 | 0.2% | $42.38 | — | PWRSHS SP500 LOW | 73937B654 |
| LCII | LCI INDS | 1,965 | $255 | 0.2% | $94.49 | 0.0% | COM | 50189K103 |
| BP | BP PLC | 6,015 | $253 | 0.2% | $42.06 | — | SPONSORED ADR | 055622104 |
| ORCL | ORACLE CORP | 5,260 | $249 | 0.2% | $43.49 | 0.0% | COM | 68389X105 |
| FFBC | FIRST FINL BANCORP OH | 9,432 | $249 | 0.2% | $19.62 | 0.0% | COM | 320209109 |
| LYB | LYONDELLBASELL INDUSTRIES N | 2,259 | $249 | 0.2% | $63.47 | 0.0% | SHS - A - | N53745100 |
| ACWX | ISHARES TR | 4,943 | $247 | 0.2% | $49.97 | — | MSCI ACWI EX US | 464288240 |
| MA | MASTERCARD INCORPORATED | 1,612 | $244 | 0.2% | $142.19 | 0.0% | CL A | 57636Q104 |
| — | MONSANTO CO NEW | 2,086 | $244 | 0.2% | $116.97 | — | COM | 61166W101 |
| COP | CONOCOPHILLIPS | 4,416 | $242 | 0.2% | $39.65 | 0.0% | COM | 20825C104 |
| HBNC | HORIZON BANCORP IND | 8,625 | $240 | 0.2% | $18.47 | 0.0% | COM | 440407104 |
| — | MAINSOURCE FINANCIAL GP INC | 6,468 | $235 | 0.2% | $36.33 | — | COM | 56062Y102 |
| — | WALGREENS BOOTS ALLIANCE INC | 3,190 | $232 | 0.2% | $72.73 | — | COM | 931427108 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,256 | $230 | 0.2% | $101.95 | — | DIV APP ETF | 921908844 |
| GIS | GENERAL MLS INC | 3,711 | $220 | 0.2% | $40.54 | 0.0% | COM | 370334104 |
| AMGN | AMGEN INC | 1,246 | $217 | 0.2% | $138.21 | 0.0% | COM | 031162100 |
| EMR | EMERSON ELEC CO | 3,101 | $216 | 0.2% | $53.28 | 0.0% | COM | 291011104 |
| IUSV | ISHARES TR | 3,900 | $216 | 0.2% | $55.38 | — | CORE S&P US VLU | 464287663 |
| UPS | UNITED PARCEL SERVICE INC | 1,790 | $213 | 0.2% | $86.27 | 0.0% | CL B | 911312106 |
| TIP | ISHARES TR | 1,869 | $213 | 0.2% | $113.96 | — | TIPS BD ETF | 464287176 |
| — | NUVEEN MUNICIPAL CREDIT INC | 13,912 | $212 | 0.2% | $15.24 | — | COM SH BEN INT | 67070X101 |
| FDX | FEDEX CORP | 843 | $210 | 0.2% | $199.05 | 0.0% | COM | 31428X106 |
| SDY | SPDR SERIES TRUST | 2,147 | $203 | 0.2% | $94.55 | — | S&P DIVID ETF | 78464A763 |
| CAT | CATERPILLAR INC DEL | 1,275 | $201 | 0.2% | $116.31 | 0.0% | COM | 149123101 |
| PSX | PHILLIPS 66 | 1,980 | $200 | 0.2% | $69.29 | 0.0% | COM | 718546104 |
| BIV | VANGUARD BD INDEX FD INC | 2,390 | $200 | 0.2% | $83.68 | — | INTERMED TERM | 921937819 |
| F | FORD MTR CO DEL | 10,757 | $134 | 0.1% | $8.01 | 0.0% | COM PAR $0.01 | 345370860 |
| — | ENSCO PLC | 16,929 | $100 | 0.1% | $5.91 | — | SHS CLASS A | G3157S106 |
| — | EATON VANCE SR INCOME TR | 12,440 | $81 | 0.1% | $6.51 | — | SH BEN INT | 27826S103 |