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 | 290,680 | 3,440 | SH | SOLE | 0 | 0 | 3,440 | ||
| ABBVIE INC | COM | 00287Y109 | 245,110 | 937 | SH | SOLE | 0 | 0 | 937 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 2,902,197 | 15,827 | SH | SOLE | 0 | 0 | 15,827 | ||
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 3,118,841 | 27,537 | SH | SOLE | 0 | 0 | 27,537 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 713,280 | 2,073 | SH | SOLE | 0 | 0 | 2,073 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 12,361,025 | 36,277 | SH | SOLE | 0 | 0 | 36,277 | ||
| AMAZON COM INC | COM | 023135106 | 5,803,701 | 23,294 | SH | SOLE | 0 | 0 | 23,294 | ||
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 5,987,395 | 63,682 | SH | SOLE | 0 | 0 | 63,682 | ||
| ANALOG DEVICES INC | COM | 032654105 | 504,219 | 1,271 | SH | SOLE | 0 | 0 | 1,271 | ||
| APPLE INC | COM | 037833100 | 3,615,932 | 10,858 | SH | SOLE | 0 | 0 | 10,858 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 294,189 | 1,140 | SH | SOLE | 0 | 0 | 1,140 | ||
| BANK OF AMER CORP | COM | 060505104 | 4,154,479 | 76,327 | SH | SOLE | 0 | 0 | 76,327 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 14,215,477 | 28,548 | SH | SOLE | 0 | 0 | 28,548 | ||
| BLACKROCK ETF TRUST | ISHARES FINTECH | 09290C889 | 1,549,964 | 63,099 | SH | SOLE | 0 | 0 | 63,099 | ||
| BROADCOM INC | COM | 11135F101 | 221,250 | 630 | SH | SOLE | 0 | 0 | 630 | ||
| CHEVRON CORPORATION | COM | 166764100 | 217,688 | 1,066 | SH | SOLE | 0 | 0 | 1,066 | ||
| COCA COLA CO | COM | 191216100 | 319,271 | 3,709 | SH | SOLE | 0 | 0 | 3,709 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 1,648,895 | 19,326 | SH | SOLE | 0 | 0 | 19,326 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 265,820 | 292 | SH | SOLE | 0 | 0 | 292 | ||
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | 9,922,638 | 273,879 | SH | SOLE | 0 | 0 | 273,879 | ||
| DISNEY WALT CO | COM | 254687106 | 4,915,303 | 46,857 | SH | SOLE | 0 | 0 | 46,857 | ||
| DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | 11,574,325 | 249,931 | SH | SOLE | 0 | 0 | 249,931 | ||
| DOW HLDGS INC | COM | 260557103 | 275,731 | 10,012 | SH | SOLE | 0 | 0 | 10,012 | ||
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 2,591,875 | 6,666 | SH | SOLE | 0 | 0 | 6,666 | ||
| ELI LILLY & CO | COM | 532457108 | 468,618 | 405 | SH | SOLE | 0 | 0 | 405 | ||
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 217,411 | 10,997 | SH | SOLE | 0 | 0 | 10,997 | ||
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 1,030,803 | 28,947 | SH | SOLE | 0 | 0 | 28,947 | ||
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | 225,897 | 1,388 | SH | SOLE | 0 | 0 | 1,388 | ||
| FEDEX CORP | COM | 31428X106 | 3,066,143 | 10,755 | SH | SOLE | 0 | 0 | 10,755 | ||
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | 647,475 | 5,920 | SH | SOLE | 0 | 0 | 5,920 | ||
| GRAHAM HLDGS CO | COM CL B | 384637104 | 2,979,644 | 2,626 | SH | SOLE | 0 | 0 | 2,626 | ||
| HERSHEY CO | COM | 427866108 | 1,828,276 | 11,600 | SH | SOLE | 0 | 0 | 11,600 | ||
| HORIZON BANCORP IND | COM | 440407104 | 222,628 | 11,823 | SH | SOLE | 0 | 0 | 11,823 | ||
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | 372,880 | 1,224 | SH | SOLE | 0 | 0 | 1,224 | ||
| INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | 46137V647 | 1,858,610 | 12,190 | SH | SOLE | 0 | 0 | 12,190 | ||
| ISHARES INC | CORE MSCI EMKT | 46434G103 | 301,104 | 3,710 | SH | SOLE | 0 | 0 | 3,710 | ||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,029,157 | 10,623 | SH | SOLE | 0 | 0 | 10,623 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 11,119,377 | 14,519 | SH | SOLE | 0 | 0 | 14,519 | ||
| ISHARES TR | GLB INFRASTR ETF | 464288372 | 317,034 | 5,150 | SH | SOLE | 0 | 0 | 5,150 | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | 359,460 | 3,460 | SH | SOLE | 0 | 0 | 3,460 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 482,759 | 7,228 | SH | SOLE | 0 | 0 | 7,228 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 5,334,994 | 20,152 | SH | SOLE | 0 | 0 | 20,152 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 9,073,549 | 27,427 | SH | SOLE | 0 | 0 | 27,427 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 258,538 | 787 | SH | SOLE | 0 | 0 | 787 | ||
| LOWES COS INC | COM | 548661107 | 4,223,743 | 22,919 | SH | SOLE | 0 | 0 | 22,919 | ||
| MATTHEWS ASIA FDS | ASIA INNOV ACTIV | 577125826 | 3,982,104 | 82,254 | SH | SOLE | 0 | 0 | 82,254 | ||
| META PLATFORMS INC | CL A | 30303M102 | 7,944,350 | 10,955 | SH | SOLE | 0 | 0 | 10,955 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 284,385 | 267 | SH | SOLE | 0 | 0 | 267 | ||
| MICROSOFT CORP | COM | 594918104 | 14,422,250 | 28,119 | SH | SOLE | 0 | 0 | 28,119 | ||
| NIKE INC | CL B | 654106103 | 1,518,960 | 42,908 | SH | SOLE | 0 | 0 | 42,908 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 829,705 | 3,633 | SH | SOLE | 0 | 0 | 3,633 | ||
| ORACLE CORP | COM | 68389X105 | 879,819 | 6,408 | SH | SOLE | 0 | 0 | 6,408 | ||
| PEPSICO INC | COM | 713448108 | 600,527 | 4,739 | SH | SOLE | 0 | 0 | 4,739 | ||
| PHILLIPS 66 | COM | 718546104 | 447,304 | 1,752 | SH | SOLE | 0 | 0 | 1,752 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 474,921 | 3,269 | SH | SOLE | 0 | 0 | 3,269 | ||
| RTX CORPORATION | COM | 75513E101 | 5,589,736 | 30,109 | SH | SOLE | 0 | 0 | 30,109 | ||
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 1,429,898 | 39,229 | SH | SOLE | 0 | 0 | 39,229 | ||
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | 1,520,285 | 48,309 | SH | SOLE | 0 | 0 | 48,309 | ||
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 2,040,956 | 74,298 | SH | SOLE | 0 | 0 | 74,298 | ||
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 2,559,145 | 87,313 | SH | SOLE | 0 | 0 | 87,313 | ||
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 981,593 | 30,175 | SH | SOLE | 0 | 0 | 30,175 | ||
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 17,392,263 | 484,060 | SH | SOLE | 0 | 0 | 484,060 | ||
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 8,432,520 | 281,084 | SH | SOLE | 0 | 0 | 281,084 | ||
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 6,028,538 | 98,025 | SH | SOLE | 0 | 0 | 98,025 | ||
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | 1,854,313 | 11,105 | SH | SOLE | 0 | 0 | 11,105 | ||
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | 2,507,547 | 31,111 | SH | SOLE | 0 | 0 | 31,111 | ||
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | 4,097,343 | 103,888 | SH | SOLE | 0 | 0 | 103,888 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 22,809,201 | 151,194 | SH | SOLE | 0 | 0 | 151,194 | ||
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | 282,357 | 4,479 | SH | SOLE | 0 | 0 | 4,479 | ||
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | 221,431 | 4,189 | SH | SOLE | 0 | 0 | 4,189 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 14,300,938 | 18,752 | SH | SOLE | 0 | 0 | 18,752 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 229,148 | 1,034 | SH | SOLE | 0 | 0 | 1,034 | ||
| STRYKER CORPORATION | COM | 863667101 | 4,209,612 | 15,286 | SH | SOLE | 0 | 0 | 15,286 | ||
| TJX COS INC NEW | COM | 872540109 | 4,034,397 | 30,492 | SH | SOLE | 0 | 0 | 30,492 | ||
| UNION PAC CORP | COM | 907818108 | 4,597,909 | 16,896 | SH | SOLE | 0 | 0 | 16,896 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,168,635 | 8,632 | SH | SOLE | 0 | 0 | 8,632 | ||
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | 2,784,024 | 35,501 | SH | SOLE | 0 | 0 | 35,501 | ||
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | 12,345,731 | 57,135 | SH | SOLE | 0 | 0 | 57,135 | ||
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 3,156,321 | 35,215 | SH | SOLE | 0 | 0 | 35,215 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 4,346,033 | 6,201 | SH | SOLE | 0 | 0 | 6,201 | ||
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | 30,424,768 | 413,268 | SH | SOLE | 0 | 0 | 413,268 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 11,485,670 | 242,518 | SH | SOLE | 0 | 0 | 242,518 | ||
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 27,804,275 | 490,721 | SH | SOLE | 0 | 0 | 490,721 | ||
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 27,226,225 | 473,006 | SH | SOLE | 0 | 0 | 473,006 | ||
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 42,713,888 | 552,931 | SH | SOLE | 0 | 0 | 552,931 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 241,032 | 2,837 | SH | SOLE | 0 | 0 | 2,837 | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,503,358 | 21,291 | SH | SOLE | 0 | 0 | 21,291 | ||
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 1,209,313 | 11,958 | SH | SOLE | 0 | 0 | 11,958 | ||
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | 2,775,215 | 7,610 | SH | SOLE | 0 | 0 | 7,610 | ||
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | 4,984,266 | 15,769 | SH | SOLE | 0 | 0 | 15,769 | ||
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 62,977,890 | 501,137 | SH | SOLE | 0 | 0 | 501,137 | ||
| VISA INC | COM CL A | 92826C839 | 5,718,737 | 15,915 | SH | SOLE | 0 | 0 | 15,915 | ||
| WALMART INC | COM | 931142103 | 853,702 | 8,215 | SH | SOLE | 0 | 0 | 8,215 | ||
| WELLS FARGO & CO | COM | 949746101 | 2,314,646 | 28,915 | SH | SOLE | 0 | 0 | 28,915 | ||