CIK: 0001736079
Total reported value
$453.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 12.10% | — | — | |
| 2 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 8.63% | -0.34% | — | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.42% | — | — | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 7.30% | -0.08% | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.62% | -0.43% | — | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.68% | +0.13% | — | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.07% | +0.95% | — | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.78% | +0.26% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.66% | +0.01% | — | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.52% | +0.25% | — | |
| 11 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 3.32% | -0.10% | — | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 3.28% | -0.08% | — | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.08% | — | — | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.99% | — | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 2.85% | -0.07% | — | |
| 16 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.74% | -0.02% | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.64% | -0.36% | — | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.26% | — | — | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.26% | — | — | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.21% | +0.62% | — | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.17% | — | — | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.11% | +0.03% | — | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 1.11% | +0.01% | — | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 1.08% | — | — | |
| 25 | PPG | Ppg Industries INC | Stock-Materials | 1.00% | -0.29% | EXIT | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.92% | — | — | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.84% | -0.03% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.01% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.02% | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | -0.02% | — | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.51% | — | — | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.48% | — | — | |
| 33 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.42% | -0.04% | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | — | — | |
| 35 | FRME | First Merchants CORP | Stock-Other | 0.32% | — | — | |
| 36 | VZ | Verizon Communications INC | Stock-Comm Services | 0.29% | — | — | |
| 37 | AAPL | Apple INC | Stock-Tech | 0.26% | -0.08% | — | |
| 38 | T | At&t INC | Stock-Comm Services | 0.21% | — | — | |
| 39 | MO | Altria Group INC | Stock-Consumer Staples | 0.19% | — | — | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | — | — | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.16% | — | — | |
| 42 | WSTLEUR | Westell Technologies Inc-a | Stock-Other | 0.01% | — | — |