Disclosed positions
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $45,419,000 | 618,710 | SH | None |
| ISHARES TR | GVI | INTRM GOV CR ETF | $31,337,000 | 295,368 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $10,989,000 | 50,424 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $10,794,000 | 125,310 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $9,882,000 | 95,132 | SH | None |
| HORIZON BANCORP IND | HBNC | COM | $8,893,000 | 445,103 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $8,754,000 | 90,645 | SH | None |
| FLEXSHARES TR | TDTT | IBOXX 3R TARGT | $8,654,000 | 361,931 | SH | None |
| FLEXSHARES TR | SKOR | CR SCD US BD | $8,641,000 | 178,014 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $8,557,000 | 125,091 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $7,298,000 | 24,290 | SH | None |
| FLEXSHARES TR | HYGV | HIG YLD VL ETF | $5,138,000 | 127,621 | SH | None |
| FLEXSHARES TR | GUNR | MORNSTAR UPSTR | $3,549,000 | 72,027 | SH | None |
| FLEXSHARES TR | QDF | QUALT DIVD IDX | $3,062,000 | 34,050 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $2,336,000 | 10,978 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,311,000 | 11,549 | SH | None |
| PFIZER INC | PFE | COM | $1,656,000 | 68,790 | SH | None |
| APPLE INC | AAPL | COM | $1,615,000 | 5,582 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,393,000 | 3,734 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,229,000 | 2,116 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,201,000 | 5,041 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $1,134,000 | 3,703 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,100,000 | 5,566 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $969,000 | 2,712 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $938,000 | 2,655 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $899,000 | 1,204 | SH | None |
| BROADCOM INC | AVGO | COM | $809,000 | 2,141 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $797,000 | 2,434 | SH | None |
| NISOURCE INC | NI | COM | $770,000 | 16,197 | SH | None |
| ISHARES TR | IGM | EXPND TEC SC ETF | $685,000 | 4,189 | SH | None |
| MASCO CORP | MAS | COM | $680,000 | 8,363 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $640,000 | 1,280 | SH | None |
| META PLATFORMS INC | META | CL A | $637,000 | 1,131 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $633,000 | 1,232 | SH | None |
| RTX CORPORATION | RTX | COM | $601,000 | 3,168 | SH | None |
| ORACLE CORP | ORCL | COM | $571,000 | 3,893 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $558,000 | 597 | SH | None |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | UNIT | $466,000 | 11,785 | SH | None |
| KLA CORP | KLAC | COM NEW | $458,000 | 1,519 | SH | None |
| CITIGROUP INC | C | COM NEW | $439,000 | 3,135 | SH | None |
| CATERPILLAR INC | CAT | COM | $430,000 | 404 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $428,000 | 1,077 | SH | None |
| CVS HEALTH CORP | CVS | COM | $393,000 | 3,797 | SH | None |
| TJX COS INC NEW | TJX | COM | $391,000 | 2,578 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $369,000 | 1,081 | SH | None |
| CISCO SYS INC | CSCO | COM | $367,000 | 3,122 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $363,000 | 2,654 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $354,000 | 3,834 | SH | None |
| CORTEVA INC | CTVA | COM | $345,000 | 4,079 | SH | None |
| ABBVIE INC | ABBV | COM | $337,000 | 1,338 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.