Location: Indianapolis, IN
CIK: 0001862427 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Nov 12, 2025
Total Value: $296M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 69,172 | $46.3M | 15.7% | $430.80 | — | ETF | 464287200 |
| VEA | Vanguard FTSE Developed Markets ETF | 665,750 | $39.89M | 13.5% | $46.08 | — | ETF | 921943858 |
| IJR | iShares Core S&P Small Cap ETF | 299,892 | $35.64M | 12.0% | $103.16 | — | ETF | 464287804 |
| SPY | SPDR S&P 500 ETF Trust | 26,232 | $17.52M | 5.9% | $400.07 | — | ETF | 78462F103 |
| LLY | Eli Lilly & Co | 14,918 | $11.38M | 3.8% | $200.11 | +270.9% | Common Stock | 532457108 |
| SCHP | Schwab US TIPS ETF | 373,753 | $10.07M | 3.4% | $35.15 | — | ETF | 808524870 |
| AAPL | Apple Inc | 37,950 | $9.663M | 3.3% | $145.50 | +55.0% | Common Stock | 037833100 |
| VTI | Vanguard Total Stock Market Index Fund ETF | 27,167 | $8.94M | 3.0% | $251.89 | — | ETF | 922908769 |
| VB | Vanguard Small-Cap Index Fund ETF | 32,147 | $8.2M | 2.8% | $204.02 | — | ETF | 922908751 |
| — | Hillenbrand Inc | 258,703 | $6.995M | 2.4% | $45.54 | — | Common Stock | 431571108 |
| NVDA | Nvidia Corporation | 33,664 | $6.281M | 2.1% | $100.07 | +74.2% | Common Stock | 67066G104 |
| MSFT | Microsoft | 10,752 | $5.569M | 1.9% | $298.04 | +70.7% | Common Stock | 594918104 |
| EFA | iShares MSCI EAFE ETF | 59,371 | $5.543M | 1.9% | $69.79 | — | ETF | 464287465 |
| IEFA | iShares Core MSCI EAFE ETF | 45,642 | $3.985M | 1.3% | $66.57 | — | ETF | 46432F842 |
| AMZN | Amazon.Com Inc | 17,521 | $3.847M | 1.3% | $142.76 | +58.6% | Common Stock | 023135106 |
| GOOG | Alphabet Inc Cap STK | 15,287 | $3.719M | 1.3% | $155.48 | +35.0% | Common Stock | 02079K107 |
| VOO | Vanguard S&P 500 ETF | 5,759 | $3.537M | 1.2% | $376.72 | — | ETF | 922908363 |
| META | Meta Platforms Inc | 3,345 | $2.457M | 0.8% | $250.44 | +196.8% | Common Stock | 30303M102 |
| TSLA | Tesla Motors | 5,211 | $2.317M | 0.8% | $249.25 | +39.2% | Common Stock | 88160R101 |
| AVGO | Broadcom Inc Com | 6,683 | $2.205M | 0.7% | $158.44 | +93.0% | Common Stock | 11135F101 |
| JPM | JPMorgan Chase | 6,309 | $1.99M | 0.7% | $140.72 | +110.3% | Common Stock | 46625H100 |
| BRK/B | Berkshire Hathaway | 3,424 | $1.721M | 0.6% | $322.62 | +50.1% | Common Stock | 084670702 |
| MKL | Markel Group Inc Com | 702 | $1.342M | 0.5% | $1118.25 | +75.3% | Common Stock | 570535104 |
| CGMU | Capital Group Municipal Inc ETF | 48,971 | $1.336M | 0.5% | $27.14 | — | ETF | 14020Y201 |
| V | Visa Inc | 3,885 | $1.326M | 0.4% | $223.78 | +54.2% | Common Stock | 92826C839 |
| PLTR | Palantir | 6,944 | $1.267M | 0.4% | $58.25 | +178.2% | Common Stock | 69608A108 |
| VNQ | Vanguard Real Estate ETF | 13,584 | $1.242M | 0.4% | $89.66 | — | ETF | 922908553 |
| GNSS | Genasys Inc | 480,692 | $1.178M | 0.4% | $2.31 | -15.0% | Common Stock | 36872P103 |
| SCHG | Schwab US Large Cap Growth ETF | 34,046 | $1.086M | 0.4% | $46.99 | — | ETF | 808524300 |
| NFLX | Netflix Inc | 896 | $1.074M | 0.4% | $43.43 | +181.0% | Common Stock | 64110L106 |
| IWB | iShares Russell 1000 ETF | 2,867 | $1.048M | 0.4% | $208.60 | — | ETF | 464287622 |
| PG | Procter & Gamble | 6,564 | $1.009M | 0.3% | $140.45 | +10.3% | Common Stock | 742718109 |
| WMT | Wal-Mart | 9,235 | $952K | 0.3% | $63.51 | +56.3% | Common Stock | 931142103 |
| PEP | Pepsico Inc | 6,390 | $897K | 0.3% | $142.73 | -1.6% | Common Stock | 713448108 |
| XOM | ExxonMobil | 7,700 | $868K | 0.3% | $94.63 | +15.9% | Common Stock | 30231G102 |
| JNJ | Johnson & Johnson | 3,982 | $738K | 0.2% | $150.61 | +12.5% | Common Stock | 478160104 |
| GE | General Electric Co | 2,414 | $727K | 0.2% | $142.61 | +91.2% | Common Stock | 369604301 |
| LKFN | Lakeland Financial | 11,285 | $725K | 0.2% | $57.39 | +11.0% | Common Stock | 511656100 |
| RBLX | Roblox Corp CL A | 5,197 | $720K | 0.2% | $67.66 | +83.7% | Common Stock | 771049103 |
| MESO | Mesoblast LTD F Sponsored ADR | 42,015 | $677K | 0.2% | $13.20 | — | Common Stock | 590717401 |
| SPNT | Siriuspoint LTD Com | 37,168 | $672K | 0.2% | $10.15 | +84.3% | Common Stock | G8192H106 |
| COST | Costco Wholesale | 703 | $650K | 0.2% | $600.28 | +59.4% | Common Stock | 22160K105 |
| CAT | Caterpillar | 1,342 | $640K | 0.2% | $288.55 | +47.4% | Common Stock | 149123101 |
| GS | Goldman Sachs Group | 783 | $623K | 0.2% | $418.93 | +75.4% | Common Stock | 38141G104 |
| HD | Home Depot | 1,531 | $620K | 0.2% | $310.27 | +25.4% | Common Stock | 437076102 |
| ORCL | Oracle Corp | 2,167 | $609K | 0.2% | $138.24 | +83.9% | Common Stock | 68389X105 |
| MU | Micron Technology | 3,538 | $592K | 0.2% | $100.67 | +27.0% | Common Stock | 595112103 |
| MDT | Medtronic PLC | 6,149 | $590K | 0.2% | $90.02 | +1.4% | Common Stock | G5960L103 |
| FMB | First Trust Managed Municipal ETF | 11,397 | $578K | 0.2% | $51.96 | — | ETF | 33739N108 |
| MRK | Merck &co. Inc Com | 6,750 | $571K | 0.2% | $83.98 | -3.5% | Common Stock | 58933Y105 |
| BAC | Bank America Corp | 10,056 | $519K | 0.2% | $34.41 | +40.5% | Common Stock | 060505104 |
| VRT | Vertiv Holdings Co | 3,398 | $513K | 0.2% | $133.31 | 0.0% | Common Stock | 92537N108 |
| BA | Boeing Co | 2,372 | $512K | 0.2% | $171.44 | +31.5% | Common Stock | 097023105 |
| ABT | Abbott Laboratories | 3,784 | $507K | 0.2% | $104.46 | +25.0% | Common Stock | 002824100 |
| SCHW | Schwab Charles Corp | 5,293 | $505K | 0.2% | $67.34 | +40.4% | Common Stock | 808513105 |
| C | Citigroup Inc | 4,971 | $505K | 0.2% | $61.89 | +52.1% | Common Stock | 172967424 |
| INTC | Intel | 14,639 | $491K | 0.2% | $21.81 | +11.1% | Common Stock | 458140100 |
| IEMG | iShares Core MSCI Emerging Markets ETF | 7,300 | $481K | 0.2% | $50.55 | — | ETF | 46434G103 |
| FITB | Fifth Third Bancorp | 10,618 | $478K | 0.2% | $38.71 | +11.2% | Common Stock | 316773100 |
| PNC | PNC Financial | 2,353 | $473K | 0.2% | $168.95 | +15.9% | Common Stock | 693475105 |
| ANET | Arista Networks Inc | 3,208 | $467K | 0.2% | $102.55 | +25.6% | Common Stock | 040413205 |
| ABBV | Abbvie Inc Com | 2,004 | $464K | 0.2% | $132.99 | +51.9% | Common Stock | 00287Y109 |
| UNH | UnitedHealth Group | 1,340 | $463K | 0.2% | $420.41 | -28.9% | Common Stock | 91324P102 |
| GM | General MTRS Co Com | 7,553 | $461K | 0.2% | $50.60 | +9.8% | Common Stock | 37045V100 |
| NOW | Servicenow Inc Com | 496 | $456K | 0.2% | $185.14 | +0.9% | Common Stock | 81762P102 |
| MA | Mastercard | 791 | $450K | 0.2% | $382.94 | +49.8% | Common Stock | 57636Q104 |
| BKNG | Booking Holdings Inc | 83 | $448K | 0.2% | $3906.81 | +42.4% | Common Stock | 09857L108 |
| COIN | Coinbase Global Inc | 1,323 | $446K | 0.2% | $129.96 | +160.9% | Common Stock | 19260Q107 |
| CSCO | Cisco Systems | 6,152 | $421K | 0.1% | $55.94 | +20.4% | Common Stock | 17275R102 |
| DASH | Doordash Inc CL A | 1,537 | $418K | 0.1% | $191.81 | +30.8% | Common Stock | 25809K105 |
| SNOW | Snowflake Inc CL A | 1,839 | $415K | 0.1% | $173.79 | +23.6% | Common Stock | 833445109 |
| ADBE | Adobe Inc Com | 1,173 | $414K | 0.1% | $455.39 | -21.2% | Common Stock | 00724F101 |
| WMB | Williams Cos Inc Com | 6,508 | $412K | 0.1% | $44.20 | +30.8% | Common Stock | 969457100 |
| TJX | TJX Companies Inc | 2,833 | $409K | 0.1% | $92.80 | +42.5% | Common Stock | 872540109 |
| MS | Morgan Stanley Com | 2,509 | $399K | 0.1% | $99.21 | +47.6% | Common Stock | 617446448 |
| CRM | Salesforce | 1,631 | $387K | 0.1% | $212.08 | +18.6% | Common Stock | 79466L302 |
| CVX | Chevron Corp. | 2,490 | $387K | 0.1% | $148.89 | +2.3% | Common Stock | 166764100 |
| SCHV | Schwab US Large Cap Value ETF | 13,074 | $381K | 0.1% | $44.17 | — | ETF | 808524409 |
| LNG | Cheniere Energy Inc | 1,604 | $377K | 0.1% | $175.88 | +33.6% | Common Stock | 16411R208 |
| ACN | Accenture PLC | 1,482 | $365K | 0.1% | $274.41 | -5.0% | Common Stock | G1151C101 |
| FIX | Comfort Systems USA | 440 | $363K | 0.1% | $450.29 | +50.4% | Common Stock | 199908104 |
| UBER | Uber Technologies | 3,685 | $361K | 0.1% | $72.42 | +29.1% | Common Stock | 90353T100 |
| CME | Cme Group Inc Com | 1,331 | $360K | 0.1% | $228.07 | +18.3% | Common Stock | 12572Q105 |
| RTX | RTX Corporation Com | 2,128 | $356K | 0.1% | $88.13 | +75.1% | Common Stock | 75513E101 |
| APH | Amphenol Corp Class | 2,830 | $351K | 0.1% | $81.39 | +34.4% | Common Stock | 032095101 |
| VRSN | Verisign Inc | 1,214 | $339K | 0.1% | $238.48 | +16.6% | Common Stock | 92343E102 |
| TSM | Taiwan Semiconductor | 1,160 | $325K | 0.1% | $227.27 | — | Common Stock | 874039100 |
| HOOD | Robinhood MKTS Inc | 2,256 | $323K | 0.1% | $59.18 | +84.3% | Common Stock | 770700102 |
| VEEV | Veeva Systems Inc | 1,074 | $320K | 0.1% | $251.17 | +12.0% | Common Stock | 922475108 |
| COF | Capital One | 1,504 | $320K | 0.1% | $186.37 | +16.9% | Common Stock | 14040H105 |
| SLV | iShares Silver Trust | 7,501 | $318K | 0.1% | $30.99 | — | ETF | 46428Q109 |
| EXPE | Expedia Group Inc | 1,483 | $317K | 0.1% | $161.82 | +23.8% | Common Stock | 30212P303 |
| FDX | Fedex Corp Com | 1,331 | $315K | 0.1% | $217.90 | +4.8% | Common Stock | 31428X106 |
| USRT | iShares Core U.S. REIT ETF | 5,278 | $310K | 0.1% | $51.44 | — | ETF | 464288521 |
| CB | Chubb Limited Com | 1,069 | $303K | 0.1% | $277.51 | -0.8% | Common Stock | H1467J104 |
| NEE | Nextera Energy Inc | 3,955 | $299K | 0.1% | $57.32 | +26.0% | Common Stock | 65339F101 |
| MINT | PIMCO Enhanced Short Maturity Active ETF | 2,961 | $298K | 0.1% | $100.66 | — | ETF | 72201R833 |
| WFC | Wells Fargo Co New | 3,542 | $297K | 0.1% | $67.13 | +19.9% | Common Stock | 949746101 |
| GEV | GE Vernova LLC Wi When | 479 | $295K | 0.1% | $420.32 | +44.1% | Common Stock | 36828A101 |
| INCY | Incyte Corp | 3,472 | $294K | 0.1% | $64.10 | +23.3% | Common Stock | 45337C102 |
| MMM | 3M | 1,888 | $293K | 0.1% | $144.86 | +5.7% | Common Stock | 88579Y101 |
| VT | Vanguard Total World Stock ETF | 2,110 | $291K | 0.1% | $128.50 | — | ETF | 922042742 |
| T | AT&T | 10,152 | $287K | 0.1% | $13.93 | +101.5% | Common Stock | 00206R102 |
| DHR | Danaher Corporation | 1,434 | $285K | 0.1% | $193.80 | +2.4% | Common Stock | 235851102 |
| IQV | Iqvia HLDGS Inc Com | 1,480 | $281K | 0.1% | $154.27 | +17.9% | Common Stock | 46266C105 |
| LIN | Linde PLC Com | 591 | $281K | 0.1% | $448.63 | +4.9% | Common Stock | G54950103 |
| ADI | Analog Devices Inc | 1,138 | $280K | 0.1% | $206.04 | +16.0% | Common Stock | 032654105 |
| LRCX | Lam Research Corp | 2,068 | $277K | 0.1% | $105.52 | 0.0% | Common Stock | 512807306 |
| LOW | Lowes Companies Inc | 1,074 | $270K | 0.1% | $192.22 | +27.0% | Common Stock | 548661107 |
| AMD | Advanced Micro | 1,650 | $267K | 0.1% | $96.62 | +67.0% | Common Stock | 007903107 |
| QQQ | Invesco QQQ ETF | 440 | $264K | 0.1% | $435.48 | — | ETF | 46090E103 |
| IJH | iShares Core S&P Mid-Cap ETF | 4,038 | $263K | 0.1% | $97.53 | — | ETF | 464287507 |
| AXP | American Express Co | 792 | $263K | 0.1% | $245.13 | +29.1% | Common Stock | 025816109 |
| DAL | Delta Air Lines Inc | 4,567 | $259K | 0.1% | $45.56 | +24.7% | Common Stock | 247361702 |
| IXUS | iShares Core MSCI Total International Stock ETF | 3,112 | $257K | 0.1% | $72.79 | — | ETF | 46432F834 |
| ILMN | Illumina Inc Com | 2,679 | $254K | 0.1% | $81.92 | +21.1% | Common Stock | 452327109 |
| XLK | The Technology Select Sector SPDR Fund | 900 | $254K | 0.1% | $253.23 | — | ETF | 81369Y803 |
| BLK | BlackRock Inc New | 217 | $253K | 0.1% | $991.05 | +11.9% | Common Stock | 09290D101 |
| GILD | Gilead Sciences Inc | 2,278 | $253K | 0.1% | $87.38 | +28.5% | Common Stock | 375558103 |
| FCX | Freeport-Mcmoran Inc | 6,404 | $251K | 0.1% | $37.70 | +14.6% | Common Stock | 35671D857 |
| NDAQ | Nasdaq Inc | 2,827 | $250K | 0.1% | $80.10 | +15.0% | Common Stock | 631103108 |
| PM | Philip Morris | 1,540 | $250K | 0.1% | $141.67 | +16.6% | Common Stock | 718172109 |
| PFE | Pfizer | 9,725 | $248K | 0.1% | $24.88 | -2.9% | Common Stock | 717081103 |
| SLYV | SPDR S&P 600 Small Cap Value ETF | 2,790 | $247K | 0.1% | $86.82 | — | ETF | 78464A300 |
| ALNY | Alnylam | 541 | $247K | 0.1% | $407.20 | 0.0% | Common Stock | 02043Q107 |
| SCHD | Schwab US Dividend ETF | 8,970 | $245K | 0.1% | $46.39 | — | ETF | 808524797 |
| TPR | Tapestry Inc Com | 2,133 | $241K | 0.1% | $104.00 | 0.0% | Common Stock | 876030107 |
| IBIT | iShares Bitcoin ETF | 3,682 | $239K | 0.1% | $61.36 | — | ETF | 46438F101 |
| VWO | Vanguard Emerging Markets Stock Index Fund ETF | 4,392 | $238K | 0.1% | $41.70 | — | ETF | 922042858 |
| LYFT | LYFT Inc CL A Com | 10,808 | $238K | 0.1% | $14.01 | +19.5% | Common Stock | 55087P104 |
| ZS | Zscaler Inc Com | 790 | $237K | 0.1% | $253.42 | +12.5% | Common Stock | 98980G102 |
| DIS | Walt Disney | 2,052 | $235K | 0.1% | $103.43 | +13.1% | Common Stock | 254687106 |
| APP | Applovin Corp Com CL | 325 | $234K | 0.1% | $461.14 | 0.0% | Common Stock | 03831W108 |
| WDC | Western Digital | 1,944 | $233K | 0.1% | $81.60 | 0.0% | Common Stock | 958102105 |
| XLF | Select Sector SPDR (TR Financial) | 4,285 | $231K | 0.1% | $48.33 | — | ETF | 81369Y605 |
| DKNG | Draftkings Inc New | 6,115 | $229K | 0.1% | $36.66 | +20.9% | Common Stock | 26142V105 |
| KO | Coca-Cola | 3,403 | $228K | 0.1% | $56.44 | +20.3% | Common Stock | 191216100 |
| TOL | Toll Brothers Inc | 1,646 | $227K | 0.1% | $130.53 | 0.0% | Common Stock | 889478103 |
| MCK | Mckesson Corp | 292 | $226K | 0.1% | $622.26 | +13.0% | Common Stock | 58155Q103 |
| MOH | Molina Healthcare | 1,173 | $224K | 0.1% | $184.06 | 0.0% | Common Stock | 60855R100 |
| HWM | Howmet Aerospace Inc | 1,139 | $224K | 0.1% | $153.62 | +18.5% | Common Stock | 443201108 |
| MEDP | Medpace HLDGS Inc | 431 | $222K | 0.1% | $436.60 | 0.0% | Common Stock | 58506Q109 |
| AME | Ametek Inc Com | 1,170 | $220K | 0.1% | $183.47 | 0.0% | Common Stock | 031100100 |
| ABNB | Airbnb Inc Com CL A | 1,809 | $220K | 0.1% | $129.37 | 0.0% | Common Stock | 009066101 |
| QCOM | Qualcomm Inc | 1,318 | $219K | 0.1% | $122.77 | +28.0% | Common Stock | 747525103 |
| PCG | PG&E Corp Com NPV | 14,457 | $218K | 0.1% | $14.52 | 0.0% | Common Stock | 69331C108 |
| MCD | McDonalds | 715 | $217K | 0.1% | $301.40 | 0.0% | Common Stock | 580135101 |
| PGR | Progressive Corp Com | 866 | $214K | 0.1% | $218.16 | +6.2% | Common Stock | 743315103 |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | 4,215 | $213K | 0.1% | $47.49 | — | ETF | 922020805 |
| SCZ | iShares MSCI EAFE Small-Cap ETF | 2,772 | $213K | 0.1% | $60.75 | — | ETF | 464288273 |
| INTU | Intuit Inc | 307 | $210K | 0.1% | $674.49 | +6.7% | Common Stock | 461202103 |
| NET | Cloudflare Inc CL A | 972 | $209K | 0.1% | $204.15 | 0.0% | Common Stock | 18915M107 |
| MANH | Manhattan Associates | 1,005 | $206K | 0.1% | $211.48 | 0.0% | Common Stock | 562750109 |
| JCI | Johnson Controls | 1,820 | $201K | 0.1% | $91.75 | +16.5% | Common Stock | G51502105 |
| CRWD | Crowdstrike HLDGS | 409 | $201K | 0.1% | $433.57 | +4.9% | Common Stock | 22788C105 |
| GRMN | Garmin LTD Com | 814 | $200K | 0.1% | $229.08 | 0.0% | Common Stock | H2906T109 |
| NOTV | Inotiv Inc | 71,710 | $104K | 0.0% | $8.88 | -79.9% | Common Stock | 45783Q100 |
| LRMR | Larimar Therapeutics | 29,240 | $94,445 | 0.0% | $10.28 | -63.5% | Common Stock | 517125100 |
| MAPS | WM Technology Inc Class A | 20,000 | $23,200 | 0.0% | $1.11 | -2.4% | Common Stock | 92971A109 |