The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 1ST SOURCE CORP | COM | 336901103 | 280,636 | 3,440 | SH | SOLE | 0 | 0 | 3,440 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 1,634,520 | 13,135 | SH | SOLE | 0 | 0 | 13,135 | ||
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 3,011,060 | 26,708 | SH | SOLE | 0 | 0 | 26,708 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 342,363 | 958 | SH | SOLE | 0 | 0 | 958 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 12,242,297 | 34,648 | SH | SOLE | 0 | 0 | 34,648 | ||
| AMAZON COM INC | COM | 023135106 | 4,492,948 | 18,851 | SH | SOLE | 0 | 0 | 18,851 | ||
| ANALOG DEVICES INC | COM | 032654105 | 486,534 | 1,225 | SH | SOLE | 0 | 0 | 1,225 | ||
| APPLE INC | COM | 037833100 | 2,594,046 | 8,965 | SH | SOLE | 0 | 0 | 8,965 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 246,345 | 1,100 | SH | SOLE | 0 | 0 | 1,100 | ||
| BANK OF AMER CORP | COM | 060505104 | 4,503,472 | 79,036 | SH | SOLE | 0 | 0 | 79,036 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 14,089,982 | 28,158 | SH | SOLE | 0 | 0 | 28,158 | ||
| BLACKROCK ETF TRUST | ISHARES FINTECH | 09290C889 | 1,222,427 | 47,593 | SH | SOLE | 0 | 0 | 47,593 | ||
| COCA COLA CO | COM | 191216100 | 243,242 | 2,993 | SH | SOLE | 0 | 0 | 2,993 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 1,623,745 | 17,711 | SH | SOLE | 0 | 0 | 17,711 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | 8,869,485 | 253,197 | SH | SOLE | 0 | 0 | 253,197 | ||
| DISNEY WALT CO | COM | 254687106 | 4,136,444 | 42,976 | SH | SOLE | 0 | 0 | 42,976 | ||
| DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | 12,621,353 | 257,109 | SH | SOLE | 0 | 0 | 257,109 | ||
| DOW HLDGS INC | COM | 260557103 | 261,836 | 9,570 | SH | SOLE | 0 | 0 | 9,570 | ||
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 2,579,876 | 6,671 | SH | SOLE | 0 | 0 | 6,671 | ||
| ELI LILLY & CO | COM | 532457108 | 313,052 | 261 | SH | SOLE | 0 | 0 | 261 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 210,263 | 10,997 | SH | SOLE | 0 | 0 | 10,997 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 1,064,092 | 28,947 | SH | SOLE | 0 | 0 | 28,947 | ||
| FEDEX CORP | COM | 31428X106 | 3,204,886 | 10,235 | SH | SOLE | 0 | 0 | 10,235 | ||
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | 843,486 | 5,586 | SH | SOLE | 0 | 0 | 5,586 | ||
| FISERV INC | COM | 337738108 | 643,046 | 13,110 | SH | SOLE | 0 | 0 | 13,110 | ||
| GRAHAM HLDGS CO | COM CL B | 384637104 | 2,928,884 | 2,566 | SH | SOLE | 0 | 0 | 2,566 | ||
| HARBOR ETF TRUST | INTERNATNAL COMP | 41151J885 | 9,090,861 | 297,671 | SH | SOLE | 0 | 0 | 297,671 | ||
| HERSHEY CO | COM | 427866108 | 1,920,652 | 10,947 | SH | SOLE | 0 | 0 | 10,947 | ||
| HORIZON BANCORP IND | COM | 440407104 | 236,224 | 11,823 | SH | SOLE | 0 | 0 | 11,823 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 9,837,420 | 13,136 | SH | SOLE | 0 | 0 | 13,136 | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | 359,425 | 3,460 | SH | SOLE | 0 | 0 | 3,460 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 494,468 | 7,228 | SH | SOLE | 0 | 0 | 7,228 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 5,309,194 | 20,905 | SH | SOLE | 0 | 0 | 20,905 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 9,289,272 | 28,379 | SH | SOLE | 0 | 0 | 28,379 | ||
| LOWES COS INC | COM | 548661107 | 4,770,302 | 21,635 | SH | SOLE | 0 | 0 | 21,635 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,998,321 | 10,649 | SH | SOLE | 0 | 0 | 10,649 | ||
| MICROSOFT CORP | COM | 594918104 | 9,912,270 | 26,573 | SH | SOLE | 0 | 0 | 26,573 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 200,994 | 2,290 | SH | SOLE | 0 | 0 | 2,290 | ||
| NIKE INC | CL B | 654106103 | 1,370,129 | 33,377 | SH | SOLE | 0 | 0 | 33,377 | ||
| ORACLE CORP | COM | 68389X105 | 926,783 | 6,324 | SH | SOLE | 0 | 0 | 6,324 | ||
| PEPSICO INC | COM | 713448108 | 592,511 | 4,376 | SH | SOLE | 0 | 0 | 4,376 | ||
| PHILLIPS 66 | COM | 718546104 | 287,216 | 1,699 | SH | SOLE | 0 | 0 | 1,699 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 435,228 | 2,968 | SH | SOLE | 0 | 0 | 2,968 | ||
| RTX CORPORATION | COM | 75513E101 | 5,654,144 | 29,801 | SH | SOLE | 0 | 0 | 29,801 | ||
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 1,905,932 | 52,563 | SH | SOLE | 0 | 0 | 52,563 | ||
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | 1,502,410 | 48,309 | SH | SOLE | 0 | 0 | 48,309 | ||
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 2,062,310 | 74,452 | SH | SOLE | 0 | 0 | 74,452 | ||
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 2,456,909 | 84,838 | SH | SOLE | 0 | 0 | 84,838 | ||
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 14,206,670 | 419,819 | SH | SOLE | 0 | 0 | 419,819 | ||
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 8,379,303 | 284,720 | SH | SOLE | 0 | 0 | 284,720 | ||
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 5,212,057 | 98,137 | SH | SOLE | 0 | 0 | 98,137 | ||
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | 2,018,637 | 10,898 | SH | SOLE | 0 | 0 | 10,898 | ||
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | 2,487,282 | 29,942 | SH | SOLE | 0 | 0 | 29,942 | ||
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | 4,385,965 | 96,735 | SH | SOLE | 0 | 0 | 96,735 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 15,049,688 | 20,153 | SH | SOLE | 0 | 0 | 20,153 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 231,757 | 1,010 | SH | SOLE | 0 | 0 | 1,010 | ||
| STRYKER CORPORATION | COM | 863667101 | 4,026,804 | 12,790 | SH | SOLE | 0 | 0 | 12,790 | ||
| TJX COS INC NEW | COM | 872540109 | 3,971,118 | 26,212 | SH | SOLE | 0 | 0 | 26,212 | ||
| UNION PAC CORP | COM | 907818108 | 4,724,096 | 17,368 | SH | SOLE | 0 | 0 | 17,368 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,736,514 | 8,990 | SH | SOLE | 0 | 0 | 8,990 | ||
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,249,197 | 27,916 | SH | SOLE | 0 | 0 | 27,916 | ||
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 3,329,053 | 34,523 | SH | SOLE | 0 | 0 | 34,523 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 4,210,182 | 6,130 | SH | SOLE | 0 | 0 | 6,130 | ||
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | 11,166,734 | 51,240 | SH | SOLE | 0 | 0 | 51,240 | ||
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | 32,480,830 | 420,558 | SH | SOLE | 0 | 0 | 420,558 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 9,619,095 | 190,176 | SH | SOLE | 0 | 0 | 190,176 | ||
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 28,554,557 | 484,140 | SH | SOLE | 0 | 0 | 484,140 | ||
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 28,451,061 | 488,850 | SH | SOLE | 0 | 0 | 488,850 | ||
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 43,783,292 | 554,008 | SH | SOLE | 0 | 0 | 554,008 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 242,536 | 2,837 | SH | SOLE | 0 | 0 | 2,837 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,516,984 | 21,291 | SH | SOLE | 0 | 0 | 21,291 | ||
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 461,049 | 4,695 | SH | SOLE | 0 | 0 | 4,695 | ||
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | 2,948,403 | 7,434 | SH | SOLE | 0 | 0 | 7,434 | ||
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | 4,815,856 | 16,106 | SH | SOLE | 0 | 0 | 16,106 | ||
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 60,003,354 | 502,036 | SH | SOLE | 0 | 0 | 502,036 | ||
| VISA INC | COM CL A | 92826C839 | 5,740,925 | 16,733 | SH | SOLE | 0 | 0 | 16,733 | ||
| WALMART INC | COM | 931142103 | 903,474 | 7,977 | SH | SOLE | 0 | 0 | 7,977 | ||
| WELLS FARGO & CO | COM | 949746101 | 2,315,243 | 28,016 | SH | SOLE | 0 | 0 | 28,016 | ||