Q1 2025 Holdings
Filed 2025-05-09 | 1266 holdings | $119.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $956 | 3,906 | 0.0% |
| Old Natl Bancorp IND(ONB) | COM | 680033107 | $957 | 45,129 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $962 | 2,663 | 0.0% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $964 | 9,579 | 0.0% |
| Ishares Inc(EIS) | MSCI ISRAEL ETF | 464286632 | $986 | 13,229 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $988 | 26,826 | 0.0% |
| Travelers Companies Inc(TRV) | COM | 89417E109 | $990 | 3,748 | 0.0% |
| Markel Group Inc(MKL) | COM | 570535104 | $994 | 532 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $999 | 16,376 | 0.0% |
| Vanguard Index FDS(VOE) | MCAP VL IDXVIP | 922908512 | $1.0K | 6,322 | 0.0% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $1.0K | 12,919 | 0.0% |
| Spdr SER TR(BIL) | BLOOMBERG 1-3 MO | 78468R663 | $1.1K | 11,557 | 0.0% |
| Ishares Inc(EZU) | MSCI EURZONE ETF | 464286608 | $1.1K | 20,435 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.1K | 3,640 | 0.0% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $1.1K | 6,560 | 0.0% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $1.1K | 15,664 | 0.0% |
| Huntington Bancshares Inc(HBAN) | COM | 446150104 | $1.1K | 76,364 | 0.0% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.2K | 14,400 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $1.2K | 2,542 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $1.2K | 40,746 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $1.2K | 18,943 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.2K | 11,201 | 0.0% |
| Raytheon Technologies Corp(RTX) | COM | 75513E101 | $1.2K | 9,288 | 0.0% |
| Spdr SER TR(SJNK) | BLOOMBERG SHT TE | 78468R408 | $1.2K | 49,036 | 0.0% |
| Ishares U S ETF TR(NEAR) | BLACKROCK ST MAT | 46431W507 | $1.2K | 24,307 | 0.0% |
| Vistra Corp(VST) | COM | 92840M102 | $1.3K | 11,020 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.3K | 18,389 | 0.0% |
| Grayscale Ethereum TR ETH(ETHE) | SHS | 389638107 | $1.4K | 90,250 | 0.0% |
| Direxion SHS ETF TR(SOXL) | DLY SCOND 3XBU | 25459W458 | $1.4K | 87,000 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $1.4K | 4,252 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $1.5K | 5,390 | 0.0% |
| Vanguard World FD(ESGV) | ESG US STK ETF | 921910733 | $1.5K | 15,301 | 0.0% |
| Wesbanco Inc(WSBC) | COM | 950810101 | $1.5K | 49,152 | 0.0% |
| Bank America Corp(BAC) | COM | 060505104 | $1.5K | 36,924 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $1.6K | 9,124 | 0.0% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.6K | 26,004 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $1.6K | 25,495 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $1.6K | 23,389 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $1.6K | 11,388 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $1.6K | 16,461 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $1.6K | 9,045 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $1.6K | 6,679 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $1.7K | 11,282 | 0.0% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $1.7K | 5,504 | 0.0% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $1.7K | 6,791 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $1.7K | 37,213 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $1.7K | 5,542 | 0.0% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.7K | 21,368 | 0.0% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $1.8K | 5,778 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.8K | 70,490 | 0.0% |