Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR GLOBAL REIT ETF | 0 | 2,559,808 | +2,559,808 | 0 | 61,896 | 4.54% | +61,896 |
| INTUITIVE SURGICAL INC | 0 | 212,443 | +212,443 | 0 | 71,670 | 5.26% | +71,670 |
| VANGUARD INDEX FDS | 0 | 648,061 | +648,061 | 0 | 153,733 | 11.28% | +153,733 |
| ELI LILLY & CO(LLY) | 377,550 | 376,247 | -1,303 | 202,793 | 219,322 | 16.09% | +16,529 |
| AMERICAN CENTY ETF TR | 683,157 | 717,821 | +34,664 | 53,252 | 64,460 | 4.73% | +11,208 |
| ETF SER SOLUTIONS DISTILLATE US | 1,634,108 | 1,686,853 | +52,745 | 72,947 | 83,280 | 6.11% | +10,333 |
| ISHARES TR | 0 | 258,406 | +258,406 | 0 | 26,298 | 1.93% | +26,298 |
| ISHARES TR | 0 | 104,506 | +104,506 | 0 | 49,915 | 3.66% | +49,915 |
| VANGUARD INDEX FDS | 0 | 307,676 | +307,676 | 0 | 45,998 | 3.38% | +45,998 |
| ISHARES TR | 0 | 974,409 | +974,409 | 0 | 105,636 | 7.75% | +105,636 |
| KIMBALL ELECTRONICS INC | 342,460 | 463,536 | +121,076 | 9,377 | 12,492 | 0.92% | +3,116 |
| MCDONALDS CORP(MCD) | 0 | 79,619 | +79,619 | 0 | 23,608 | 1.73% | +23,608 |
| APPLE INC(AAPL) | 0 | 133,707 | +133,707 | 0 | 25,743 | 1.89% | +25,743 |
| BERKSHIRE HATHAWAY INC DEL | 8 | 12 | +4 | 4,252 | 6,512 | 0.48% | +2,260 |
| SPDR S&P 500 ETF TR(SPY) | 49,251 | 48,753 | -498 | 21,054 | 23,173 | 1.70% | +2,119 |
| SCHWAB STRATEGIC TR | 0 | 420,705 | +420,705 | 0 | 26,058 | 1.91% | +26,058 |
| SPDR SER TR ST STR P500ETF | 0 | 35,226 | +35,226 | 0 | 1,969 | 0.14% | +1,969 |
| STOCK YDS BANCORP INC(SYBT) | 0 | 147,878 | +147,878 | 0 | 7,614 | 0.56% | +7,614 |
| BERKSHIRE HATHAWAY INC DEL | 26,642 | 30,478 | +3,836 | 9,333 | 10,870 | 0.80% | +1,538 |
| SCHWAB STRATEGIC TR | 0 | 26,252 | +26,252 | 0 | 1,481 | 0.11% | +1,481 |
| ISHARES TR | 0 | 179,079 | +179,079 | 0 | 13,494 | 0.99% | +13,494 |
| ISHARES TR | 0 | 45,259 | +45,259 | 0 | 7,479 | 0.55% | +7,479 |
| HNI CORP(HNI) | 32,835 | 51,867 | +19,032 | 1,137 | 2,170 | 0.16% | +1,033 |
| JPMORGAN CHASE & CO(JPM) | 0 | 44,276 | +44,276 | 0 | 7,531 | 0.55% | +7,531 |
| ISHARES TR | 0 | 40,908 | +40,908 | 0 | 10,729 | 0.79% | +10,729 |
| MICROSOFT CORP(MSFT) | 0 | 17,038 | +17,038 | 0 | 6,407 | 0.47% | +6,407 |
| NVIDIA CORPORATION(NVDA) | 12,687 | 13,141 | +454 | 5,519 | 6,508 | 0.48% | +989 |
| ISHARES TR | 0 | 45,907 | +45,907 | 0 | 3,448 | 0.25% | +3,448 |
| ELI LILLY & CO(LLY)(Put) | 20,400 | 20,400 | 0 | 10,957 | 11,892 | — | +934 |
| INTUIT(INTU) | 2,094 | 3,059 | +965 | 1,070 | 1,912 | 0.14% | +842 |
| NIKE INC(NKE) | 76,458 | 74,989 | -1,469 | 7,311 | 8,142 | 0.60% | +831 |
| VANGUARD INDEX FDS | 0 | 17,870 | +17,870 | 0 | 7,806 | 0.57% | +7,806 |
| TARGA RES CORP(TRGP) | 0 | 7,500 | +7,500 | 0 | 652 | 0.05% | +652 |
| AMAZON COM INC(AMZN) | 0 | 24,678 | +24,678 | 0 | 3,750 | 0.28% | +3,750 |
| HERSHEY CO(HSY) | 0 | 2,775 | +2,775 | 0 | 517 | 0.04% | +517 |
| DOMINOS PIZZA INC(DPZ) | 15,130 | 15,130 | 0 | 5,731 | 6,237 | 0.46% | +506 |
| ISHARES TR | 0 | 34,166 | +34,166 | 0 | 5,307 | 0.39% | +5,307 |
| FISERV INC(FISV) | 2,074 | 5,350 | +3,276 | 234 | 711 | 0.05% | +476 |
| VANGUARD INTL EQUITY INDEX F | 0 | 152,284 | +152,284 | 0 | 15,667 | 1.15% | +15,667 |
| KKR & CO INC(KKR) | 20,579 | 20,579 | 0 | 1,268 | 1,705 | 0.13% | +437 |
| TARGET CORP(TGT) | 0 | 8,700 | +8,700 | 0 | 1,239 | 0.09% | +1,239 |
| ISHARES TR | 0 | 8,789 | +8,789 | 0 | 2,665 | 0.20% | +2,665 |
| EATON CORP PLC(ETN) | 0 | 12,195 | +12,195 | 0 | 2,937 | 0.22% | +2,937 |
| BOEING CO(BA) | 0 | 5,904 | +5,904 | 0 | 1,539 | 0.11% | +1,539 |
| OLD NATL BANCORP IND(ONB) | 0 | 335,920 | +335,920 | 0 | 5,674 | 0.42% | +5,674 |
| JOHNSON & JOHNSON(JNJ) | 0 | 14,180 | +14,180 | 0 | 2,223 | 0.16% | +2,223 |
| VANGUARD INDEX FDS | 8,403 | 9,047 | +644 | 1,644 | 1,974 | 0.14% | +329 |
| ISHARES INC ESG AWR MSCI EM | 0 | 158,041 | +158,041 | 0 | 5,067 | 0.37% | +5,067 |
| ISHARES TR | 0 | 15,453 | +15,453 | 0 | 2,687 | 0.20% | +2,687 |
| COSTCO WHSL CORP NEW(COST) | 0 | 3,775 | +3,775 | 0 | 2,492 | 0.18% | +2,492 |
| HORIZON BANCORP INC(HBNC) | 83,045 | 83,045 | 0 | 887 | 1,188 | 0.09% | +301 |
| BROADCOM INC(AVGO) | 0 | 779 | +779 | 0 | 870 | 0.06% | +870 |
| BANK AMERICA CORP | 0 | 8,346 | +8,346 | 0 | 281 | 0.02% | +281 |
| ISHARES TR | 0 | 7,729 | +7,729 | 0 | 1,551 | 0.11% | +1,551 |
| COCA COLA CO(KO) | 0 | 17,904 | +17,904 | 0 | 1,055 | 0.08% | +1,055 |
| HOME DEPOT INC(HD) | 0 | 5,242 | +5,242 | 0 | 1,817 | 0.13% | +1,817 |
| FIRST MERCHANTS CORP(FRME) | 0 | 6,942 | +6,942 | 0 | 257 | 0.02% | +257 |
| AMERICAN EXPRESS CO(AXP) | 0 | 1,372 | +1,372 | 0 | 257 | 0.02% | +257 |
| BLACKSTONE INC(BX) | 7,352 | 7,857 | +505 | 788 | 1,029 | 0.08% | +241 |
| ATMOS ENERGY CORP(ATO) | 0 | 2,055 | +2,055 | 0 | 238 | 0.02% | +238 |
| ARES MANAGEMENT CORPORATION(ARES) | 0 | 2,000 | +2,000 | 0 | 238 | 0.02% | +238 |
| SPDR GOLD TR(GLD) | 0 | 1,214 | +1,214 | 0 | 232 | 0.02% | +232 |
| LULULEMON ATHLETICA INC(LULU) | 0 | 450 | +450 | 0 | 230 | 0.02% | +230 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 584 | +584 | 0 | 225 | 0.02% | +225 |
| HILLENBRAND INC | 0 | 4,697 | +4,697 | 0 | 225 | 0.02% | +225 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 2,866 | +2,866 | 0 | 222 | 0.02% | +222 |
| VANGUARD INDEX FDS | 8,086 | 8,194 | +108 | 1,529 | 1,748 | 0.13% | +219 |
| META PLATFORMS INC(META) | 0 | 3,718 | +3,718 | 0 | 1,316 | 0.10% | +1,316 |
| FIFTH THIRD BANCORP(FITB) | 0 | 13,627 | +13,627 | 0 | 470 | 0.03% | +470 |
| VANGUARD INDEX FDS | 0 | 32,923 | +32,923 | 0 | 5,413 | 0.40% | +5,413 |
| ARISTA NETWORKS INC | 0 | 911 | +911 | 0 | 215 | 0.02% | +215 |
| PROGRESSIVE CORP(PGR) | 10,547 | 10,561 | +14 | 1,469 | 1,682 | 0.12% | +213 |
| DISNEY WALT CO(DIS) | 0 | 6,925 | +6,925 | 0 | 625 | 0.05% | +625 |
| MONDELEZ INTL INC(MDLZ) | 0 | 2,883 | +2,883 | 0 | 209 | 0.02% | +209 |
| VANGUARD INDEX FDS | 0 | 16,180 | +16,180 | 0 | 1,430 | 0.10% | +1,430 |
| ISHARES TR U S EQUITY FACTR | 0 | 4,245 | +4,245 | 0 | 205 | 0.02% | +205 |
| TRUIST FINL CORP(TFC) | 0 | 5,549 | +5,549 | 0 | 205 | 0.02% | +205 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 2,971 | +2,971 | 0 | 204 | 0.01% | +204 |
| ISHARES TR | 0 | 18,347 | +18,347 | 0 | 1,931 | 0.14% | +1,931 |
| ISHARES TR | 0 | 6,976 | +6,976 | 0 | 1,910 | 0.14% | +1,910 |
| BATH & BODY WORKS INC | 0 | 20,881 | +20,881 | 0 | 901 | 0.07% | +901 |
| ISHARES TR | 0 | 5,563 | +5,563 | 0 | 598 | 0.04% | +598 |
| STARBUCKS CORP(SBUX) | 0 | 4,939 | +4,939 | 0 | 474 | 0.03% | +474 |
| BALL CORP | 0 | 21,883 | +21,883 | 0 | 1,259 | 0.09% | +1,259 |
| SPDR S&P MIDCAP 400 ETF TR(MDY) | 0 | 3,319 | +3,319 | 0 | 1,684 | 0.12% | +1,684 |
| INVESCO QQQ TR | 0 | 3,276 | +3,276 | 0 | 1,342 | 0.10% | +1,342 |
| MERCHANTS BANCORP IND(MBIN) | 11,137 | 11,137 | 0 | 309 | 474 | 0.03% | +165 |
| ALPHABET INC(GOOG) | 0 | 13,338 | +13,338 | 0 | 1,863 | 0.14% | +1,863 |
| ISHARES TR | 284 | 1,521 | +1,237 | 30 | 187 | 0.01% | +157 |
| SPDR SER TR ST STR SP DIV | 0 | 1,116 | +1,116 | 0 | 139 | 0.01% | +139 |
| SPDR INDEX SHS FDS ST STR PO EX ETF | 45,860 | 45,860 | 0 | 1,422 | 1,560 | 0.11% | +138 |
| INTEL CORP(INTC) | 0 | 9,633 | +9,633 | 0 | 484 | 0.04% | +484 |
| SCHWAB STRATEGIC TR | 17,433 | 17,433 | 0 | 1,180 | 1,313 | 0.10% | +133 |
| ABBOTT LABS | 0 | 6,637 | +6,637 | 0 | 731 | 0.05% | +731 |
| VANGUARD WHITEHALL FDS | 0 | 15,875 | +15,875 | 0 | 1,772 | 0.13% | +1,772 |
| STONEX GROUP INC(SNEX) | 9,453 | 14,179 | +4,726 | 916 | 1,047 | 0.08% | +131 |
| VANGUARD INDEX FDS | 0 | 3,517 | +3,517 | 0 | 818 | 0.06% | +818 |
| SCHWAB STRATEGIC TR | 0 | 12,595 | +12,595 | 0 | 1,045 | 0.08% | +1,045 |
| ISHARES TR | 0 | 15,002 | +15,002 | 0 | 1,166 | 0.09% | +1,166 |
| RAYMOND JAMES FINL INC(RJF) | 0 | 11,099 | +11,099 | 0 | 1,238 | 0.09% | +1,238 |