ELI LILLY & COLLY |
| 14.45% | 9.45% | $726.2M | 605,458 | $564.1M | 613,291 | -7,833-1.28% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 8.25% | 6.04% | $414.7M | 603,781 | $360.4M | 603,093 | +688+0.11% | Add |
APPLE INCAAPL |
| 3.45% | 2.69% | $173.4M | 599,399 | $160.6M | 632,673 | -33,274-5.26% | Reduce |
| SSPDR SERIES TRUSTSPYG |
| 3.39% | 2.39% | $170.1M | 1.4M | $142.4M | 1.5M | -24,747-1.70% | Reduce |
| VVANGUARD FTSEVEA |
| 3.28% | 2.51% | $164.9M | 2.3M | $149.7M | 2.3M | -21,825-0.93% | Reduce |
ALPHABET INCGOOGL |
| 2.84% | 2.06% | $142.5M | 398,672 | $122.8M | 426,925 | -28,253-6.62% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.75% | 3.43% | $138.3M | 185,212 | $204.7M | 314,728 | -129,516-41.15% | Reduce |
MICROSOFT CORPMSFT |
| 2.36% | 2.08% | $118.5M | 317,627 | $124.2M | 335,403 | -17,776-5.30% | Reduce |
| SSTATE STREETSPYV |
| 2.33% | 1.84% | $116.9M | 1.9M | $109.9M | 1.9M | -19,391-1.00% | Reduce |
| IISHARES TRIVV |
| 2.12% | 1.69% | $106.4M | 142,095 | $100.6M | 154,064 | -11,969-7.77% | Reduce |
AMAZON COM INCAMZN |
| 1.79% | 1.36% | $90.1M | 378,131 | $80.9M | 388,455 | -10,324-2.66% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.15% | 0.69% | $58.0M | 304,184 | $41.4M | 311,221 | -7,037-2.26% | Reduce |
| VVANGUARD FSTEVWO |
| 0.85% | 0.61% | $42.5M | 711,781 | $36.4M | 673,377 | +38,404+5.70% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 0.84% | 0.61% | $42.4M | 837,585 | $36.6M | 733,944 | +103,641+14.12% | Add |
META PLATFORMS INCMETA |
| 0.79% | 0.74% | $39.8M | 70,645 | $43.9M | 76,719 | -6,074-7.92% | Reduce |
Old National Bancorp CORP COMMONONB |
| 0.78% | 15.82% | $39.3M | 1.5M | $944.2M | 42.7M | -41.2M-96.45% | Reduce |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.77% | 0.59% | $38.6M | 488,005 | $35.1M | 443,111 | +44,894+10.13% | Add |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.75% | 0.52% | $37.9M | 111,935 | $31.2M | 105,777 | +6,158+5.82% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.74% | 0.62% | $37.3M | 641,271 | $36.9M | 630,940 | +10,331+1.64% | Add |
VISA INCV |
| 0.74% | 0.58% | $37.3M | 108,609 | $34.5M | 114,239 | -5,630-4.93% | Reduce |
FORTINET INCFTNT |
| 0.67% | 0.31% | $33.5M | 218,118 | $18.8M | 229,509 | -11,391-4.96% | Reduce |
CVS HEALTH CORPCVS |
| 0.67% | 0.38% | $33.5M | 323,457 | $22.7M | 315,698 | +7,759+2.46% | Add |
| IISHARES TRIEFA |
| 0.66% | 0.51% | $33.0M | 341,806 | $30.2M | 333,156 | +8,650+2.60% | Add |
JPMORGAN CHASE & COJPM |
| 0.64% | 0.52% | $32.3M | 98,543 | $30.9M | 105,080 | -6,537-6.22% | Reduce |
ABBVIE INCABBV |
| 0.63% | 0.45% | $31.8M | 126,179 | $26.7M | 122,893 | +3,286+2.67% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.62% | 0.52% | $31.4M | 379,883 | $30.8M | 372,583 | +7,300+1.96% | Add |
| SSCHWAB USSCHA |
| 0.6% | 0.42% | $30.3M | 838,856 | $25.3M | 869,249 | -30,393-3.50% | Reduce |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.55% | 0.42% | $27.4M | 464,632 | $24.8M | 416,247 | +48,385+11.62% | Add |
| IISHARES S&P 100 ETFIWO |
| 0.54% | 0.4% | $27.2M | 74,354 | $23.9M | 75,050 | -696-0.93% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.52% | 0.54% | $26.3M | 166,645 | $32.2M | 217,294 | -50,649-23.31% | Reduce |
| IISHARES TRGVI |
| 0.52% | 0.47% | $26.0M | 244,497 | $27.9M | 262,352 | -17,855-6.81% | Reduce |
WELLS FARGO CO NEWWFC |
| 0.52% | 0.43% | $25.9M | 313,193 | $25.9M | 325,725 | -12,532-3.85% | Reduce |
US BANCORPUSB |
| 0.51% | 0.39% | $25.6M | 423,598 | $23.1M | 443,687 | -20,089-4.53% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.5% | 0.46% | $25.4M | 27,104 | $27.5M | 27,634 | -530-1.92% | Reduce |
JOHNSON & JOHNSONJNJ |
| 0.5% | 0.44% | $25.2M | 99,264 | $26.2M | 107,099 | -7,835-7.32% | Reduce |
| VVANGUARD S&P SMALL-CAP 600 ETFIVOO |
| 0.47% | 0.33% | $23.7M | 172,006 | $19.9M | 173,583 | -1,577-0.91% | Reduce |
UNITEDHEALTH GROUP INCUNH |
| 0.43% | 0.22% | $21.6M | 52,077 | $13.1M | 48,387 | +3,690+7.63% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.42% | 0.38% | $21.2M | 42,190 | $22.9M | 46,603 | -4,413-9.47% | Reduce |
| IISHARES RUSSELLIWM |
| 0.42% | 0.47% | $21.1M | 70,355 | $28.3M | 114,258 | -43,903-38.42% | Reduce |
VENTAS INC COMVTR |
| 0.42% | 0.28% | $20.9M | 235,114 | $16.8M | 205,339 | +29,775+14.50% | Add |
VERTIV HOLDINGS COVRT |
| 0.41% | 0.27% | $20.7M | 61,727 | $15.9M | 63,455 | -1,728-2.72% | Reduce |
CITIZENS FINL GROUP INCCFG |
| 0.4% | 0.3% | $20.0M | 285,425 | $18.0M | 299,733 | -14,308-4.77% | Reduce |
CNH INDL N VCNH |
| 0.39% | 0.38% | $19.7M | 1.8M | $22.5M | 2.0M | -297,443-14.52% | Reduce |
COPART INC COMCPRT |
| 0.39% | 0.46% | $19.7M | 697,442 | $27.4M | 825,692 | -128,250-15.53% | Reduce |
| VVANGUARD S&P MID-CAP 400 ETFIVOO |
| 0.38% | 0.28% | $19.3M | 148,192 | $16.9M | 147,903 | +289+0.20% | Add |
MERCK & CO INCMRK |
| 0.37% | 0.33% | $18.7M | 145,489 | $19.5M | 161,744 | -16,255-10.05% | Reduce |
SLB LIMITEDSLB |
| 0.35% | 0.28% | $17.4M | 373,840 | $17.0M | 330,400 | +43,440+13.15% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 0.34% | 0.26% | $16.9M | 360,149 | $15.4M | 327,169 | +32,980+10.08% | Add |
| BBATH & BODYBBWI |
| 0.33% | 0.16% | $16.6M | 718,792 | $9.3M | 499,165 | +219,627+44.00% | Add |
EXXON MOBIL CORPXOM |
| 0.32% | 0.37% | $16.2M | 118,856 | $21.9M | 129,290 | -10,434-8.07% | Reduce |