| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | LILLY ELI & CO | 7,028 | 517,000 | 0.06% | ||
| 102 | PAYCHEX INC | 8,378 | 510,000 | 0.06% | ||
| 103 | STRYKER CORP | 4,145 | 497,000 | 0.06% | ||
| 104 | SELECT SECTOR SPDR TR | 20,445 | 475,000 | 0.06% | ||
| 105 | AMERICAN INCOME FUND OF AMERICA CLASS A | 19,855 | 430,000 | 0.05% | ||
| 106 | AMERICAN BALANCED CLASS A | 17,248 | 428,000 | 0.05% | ||
| 107 | DUKE ENERGY CORP NEW | 5,073 | 394,000 | 0.05% | ||
| 108 | SPDR DOW JONES INDL AVRG ETF | 1,969 | 389,000 | 0.05% | ||
| 109 | SELECT SECTOR SPDR TR | 12,285 | 378,000 | 0.05% | ||
| 110 | VANGUARD TX-MANAGED CAPITAL AP | 3,294 | 376,000 | 0.05% | ||
| 111 | SOUND SHORE FD INC | 8,399 | 371,000 | 0.05% | ||
| 112 | ISHARES TR | 6,328 | 365,000 | 0.04% | ||
| 113 | ALPHABET INC | 471 | 364,000 | 0.04% | ||
| 114 | ROYAL DUTCH SHELL PLC | 6,201 | 360,000 | 0.04% | ||
| 115 | KIMBERLY CLARK CORP | 3,011 | 344,000 | 0.04% | ||
| 116 | AMERICAN WASHINGTON MUTUAL INV | 8,395 | 344,000 | 0.04% | ||
| 117 | MERCK & CO INC | 5,463 | 322,000 | 0.04% | ||
| 118 | UNION PAC CORP | 3,019 | 313,000 | 0.04% | ||
| 119 | COLGATE PALMOLIVE CO | 4,530 | 296,000 | 0.04% | ||
| 120 | ALTRIA GROUP INC | 4,345 | 294,000 | 0.04% | ||
| 121 | EATON CORP PLC | 4,345 | 292,000 | 0.04% | ||
| 122 | TOYOTA MOTOR CORP | 2,400 | 281,000 | 0.03% | ||
| 123 | AMAZON COM INC | 368 | 276,000 | 0.03% | ||
| 124 | PEPSICO INC | 2,615 | 274,000 | 0.03% | ||
| 125 | GOLDMAN SACHS LARGE CAP GROWTH | 10,914 | 273,000 | 0.03% | ||
| 126 | PRICE T ROWE GROUP INC | 3,554 | 267,000 | 0.03% | ||
| 127 | VANGUARD INDEX FDS | 1,996 | 257,000 | 0.03% | ||
| 128 | PRAXAIR INC | 2,182 | 256,000 | 0.03% | ||
| 129 | ISHARES TR | 5,602 | 253,000 | 0.03% | ||
| 130 | AMERICAN EXPRESS CO | 3,394 | 251,000 | 0.03% | ||
| 131 | VANGUARD EQUITY INCOME PORTFOL | 19,513 | 250,000 | 0.03% | ||
| 132 | FIRST INTERNET BANCORP COM | 7,780 | 249,000 | 0.03% | ||
| 133 | VANGUARD ADMIRAL FDS INC | 2,000 | 249,000 | 0.03% | ||
| 134 | ISHARES TR | 2,323 | 244,000 | 0.03% | ||
| 135 | BERKSHIRE HATHAWAY INC DEL | 1 | 244,000 | 0.03% | ||
| 136 | CINCINNATI FINL CORP | 3,182 | 241,000 | 0.03% | ||
| 137 | PRUDENTIAL FINL INC | 2,308 | 240,000 | 0.03% | ||
| 138 | ROYCE FD PREMIER SER | 15,050 | 233,000 | 0.03% | ||
| 139 | PHILIP MORRIS INTL INC | 2,528 | 231,000 | 0.03% | ||
| 140 | CDK GLOBAL INC | 3,777 | 225,000 | 0.03% | ||
| 141 | ISHARES TR | 1,670 | 225,000 | 0.03% | ||
| 142 | VANGUARD INTL EQUITY INDEX F | 5,084 | 225,000 | 0.03% | ||
| 143 | SCHWAB U.S. MID-CAP ETF | 4,921 | 222,000 | 0.03% | ||
| 144 | GLAXOSMITHKLINE PLC | 5,630 | 217,000 | 0.03% | ||
| 145 | ISHARES TR | 1,460 | 212,000 | 0.03% | ||
| 146 | WAL-MART STORES INC | 2,914 | 201,000 | 0.02% | ||
| 147 | FORD MTR CO DEL | 14,155 | 172,000 | 0.02% | ||
| 148 | COLUMBIA FDS SER TR II MASS DI | 14,657 | 140,000 | 0.02% | ||
| 149 | GUD HOLDINGS LTD ORD | 13,000 | 95,000 | 0.01% | ||
| 150 | OPPENHEIMER SR FLOATING RATE C | 11,037 | 90,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001487438-17-000003, filed 2017.02.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
