| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 383,488 | 41,095,000 | 25.62% | ||
| 2 | VANGUARD BD INDEX FDS | 206,389 | 18,177,000 | 11.33% | ||
| 3 | VANGUARD BD INDEX FDS | 202,392 | 16,406,000 | 10.23% | ||
| 4 | SPDR S&P 500 ETF TR | 57,691 | 12,085,000 | 7.53% | ||
| 5 | ISHARES RUSSELL 3000 ETF | 92,444 | 11,465,000 | 7.15% | ||
| 6 | ISHARES TR | 61,819 | 7,108,000 | 4.43% | ||
| 7 | MID CAP SPDR TRUST | 25,245 | 6,872,000 | 4.28% | ||
| 8 | ISHARES TR | 56,260 | 6,336,000 | 3.95% | ||
| 9 | VANGUARD INDEX FDS | 57,599 | 4,895,000 | 3.05% | ||
| 10 | ISHARES TR | 40,165 | 4,146,000 | 2.58% | ||
| 11 | ISHARES TR | 44,647 | 3,809,000 | 2.37% | ||
| 12 | ISHARES TR | 32,984 | 3,310,000 | 2.06% | ||
| 13 | ISHARES TR | 54,173 | 3,024,000 | 1.88% | ||
| 14 | ISHARES TR | 25,844 | 3,013,000 | 1.88% | ||
| 15 | VANGUARD INDEX FDS | 30,636 | 2,716,000 | 1.69% | ||
| 16 | VANGUARD INDEX FDS | 14,394 | 1,543,000 | 0.96% | ||
| 17 | ISHARES TR | 5,022 | 1,057,000 | 0.66% | ||
| 18 | ISHARES RUSSELL 1000 ETF | 8,588 | 1,004,000 | 0.63% | ||
| 19 | ISHARES COHEN & STEERS REIT ETF | 8,861 | 959,000 | 0.60% | ||
| 20 | NORTHROP GRUMMAN CORP | 3,842 | 854,000 | 0.53% | ||
| 21 | ISHARES TR | 8,504 | 790,000 | 0.49% | ||
| 22 | POWERSHARES QQQ TRUST | 5,838 | 628,000 | 0.39% | ||
| 23 | NIKE INC | 10,979 | 606,000 | 0.38% | ||
| 24 | SCHWAB U.S. BROAD MARKET ETF | 10,835 | 545,000 | 0.34% | ||
| 25 | ISHARES TR | 14,070 | 483,000 | 0.30% | ||
| 26 | ISHARES TR | 4,083 | 477,000 | 0.30% | ||
| 27 | BRISTOL MYERS SQUIBB CO | 5,934 | 436,000 | 0.27% | ||
| 28 | VANGUARD WORLD FD | 4,987 | 416,000 | 0.26% | ||
| 29 | APPLE INC | 3,955 | 378,000 | 0.24% | ||
| 30 | Eaton Corporation | 6,111 | 365,000 | 0.23% | ||
| 31 | ISHARES RUSSELL 2000 VALUE ETF | 3,671 | 357,000 | 0.22% | ||
| 32 | ISHARES TR | 3,007 | 351,000 | 0.22% | ||
| 33 | AMAZON COM INC | 486 | 348,000 | 0.22% | ||
| 34 | WELLS FARGO & CO NEW | 6,544 | 310,000 | 0.19% | ||
| 35 | VANGUARD WHITEHALL FDS | 4,250 | 304,000 | 0.19% | ||
| 36 | SEMPRA ENERGY | 2,513 | 287,000 | 0.18% | ||
| 37 | FIRST MERCHANTS CORP COM | 11,100 | 277,000 | 0.17% | ||
| 38 | ISHARES TR | 2,180 | 268,000 | 0.17% | ||
| 39 | ISHARES RUSSELL 2000 GROWTH ETF | 1,930 | 265,000 | 0.17% | ||
| 40 | COMCAST CORP NEW | 3,970 | 259,000 | 0.16% | ||
| 41 | Detroit Edison Co | 2,558 | 254,000 | 0.16% | ||
| 42 | VANGUARD INDEX FDS | 2,331 | 245,000 | 0.15% | ||
| 43 | BERKSHIRE HATHAWAY INC DEL | 1,621 | 235,000 | 0.15% | ||
| 44 | LILLY ELI & CO | 2,959 | 233,000 | 0.15% | ||
| 45 | VANGUARD INTL EQUITY INDEX F | 6,322 | 223,000 | 0.14% | ||
| 46 | PFIZER INC | 6,254 | 220,000 | 0.14% | ||
| 47 | ORACLE CORP | 5,162 | 211,000 | 0.13% | ||
| 48 | SELECT SECTOR SPDR TR | 3,696 | 207,000 | 0.13% | ||
| 49 | ISHARES MSCI EAFE SMALL CAP IDX FD | 4,276 | 206,000 | 0.13% | ||
| 50 | EXXON MOBIL CORP | 2,177 | 204,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905729-16-000640, filed 2016.08.04).
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.
