Disclosed positions
| ELI LILLY & CO | LLY | COM | $726,204,488 | 605,458 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $414,682,828 | 603,781 | SH | None |
| APPLE INC | AAPL | COM | $173,442,094 | 599,399 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $170,109,412 | 1,429,611 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $164,887,605 | 2,314,212 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $142,473,411 | 398,672 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $138,310,764 | 185,212 | SH | None |
| MICROSOFT CORP | MSFT | COM | $118,481,223 | 317,627 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $116,877,953 | 1,922,651 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $106,413,523 | 142,095 | SH | None |
| AMAZON COM INC | AMZN | COM | $90,123,742 | 378,131 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $57,953,135 | 304,184 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $42,486,207 | 711,781 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $42,365,048 | 837,585 | SH | None |
| META PLATFORMS INC | META | CL A | $39,793,621 | 70,645 | SH | None |
| OLD NATL BANCORP IND | ONB | COM | $39,280,587 | 1,516,625 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $38,567,034 | 488,005 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONE | VNG RUS1000IDX | $37,914,622 | 111,935 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $37,321,971 | 641,271 | SH | None |
| VISA INC | V | COM CL A | $37,262,661 | 108,609 | SH | None |
| FORTINET INC | FTNT | COM | $33,507,286 | 218,118 | SH | None |
| CVS HEALTH CORP | CVS | COM | $33,461,626 | 323,457 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $33,011,623 | 341,806 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $32,256,080 | 98,543 | SH | None |
| ABBVIE INC | ABBV | COM | $31,751,683 | 126,179 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $31,397,329 | 379,883 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $30,307,866 | 838,856 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $27,403,995 | 464,632 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $27,203,897 | 74,354 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $26,334,908 | 166,645 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $26,031,595 | 244,497 | SH | None |
| WELLS FARGO & CO | WFC | COM | $25,882,268 | 313,193 | SH | None |
| US BANCORP | USB | COM NEW | $25,585,319 | 423,598 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $25,354,978 | 27,104 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $25,210,077 | 99,264 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOO | SMLLCP 600 IDX | $23,657,705 | 172,006 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $21,644,763 | 52,077 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $21,152,378 | 42,190 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $21,138,158 | 70,355 | SH | None |
| VENTAS INC | VTR | COM | $20,878,123 | 235,114 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $20,667,434 | 61,727 | SH | None |
| CITIZENS FINL GROUP INC | CFG | COM | $19,999,729 | 285,425 | SH | None |
| CNH INDL N V | CNH | SHS | $19,671,882 | 1,751,726 | SH | None |
| COPART INC | CPRT | COM | $19,660,889 | 697,442 | SH | None |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | $19,324,236 | 148,192 | SH | None |
| MERCK & CO INC | MRK | COM | $18,695,336 | 145,489 | SH | None |
| SLB LIMITED | SLB | COM STK | $17,379,820 | 373,840 | SH | None |
| VANGUARD SCOTTSDALE FDS | VMBS | MTG-BKD SECS ETF | $16,858,574 | 360,149 | SH | None |
| BATH & BODY WORKS INC | BBWI | COM | $16,625,658 | 718,792 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $16,249,991 | 118,856 | 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. 12 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.