Ticker | $ Bought |
---|---|
vanguard intl equity index f | 5,331,280 |
dimensional etf trust | 2,083,430 |
ishares tr | 740,789 |
fidelity merrimack str tr | 499,133 |
vanguard index fds | 340,637 |
ishares tr | 319,067 |
vanguard tax-managed fds | 268,831 |
fifth third bancorp | 228,114 |
Ticker | % Inc. |
---|---|
schwab strategic tr | 348 |
vanguard index fds | 17.92 |
ishares tr | 17.22 |
nvidia corporation | 6.36 |
ishares tr | 3.76 |
ishares tr | 3.08 |
vanguard index fds | 2.99 |
Ticker | % Reduced |
---|---|
eli lilly & co | -97.85 |
meta platforms inc | -78.53 |
exxon mobil corp | -69.61 |
coca cola co | -63.38 |
alphabet inc | -52.89 |
atlas energy solutions inc | -42.96 |
mcdonalds corp | -40.42 |
apple inc | -39.83 |
Ticker | $ Sold |
---|---|
grayscale bitcoin trust etf | -1,748,510 |
j p morgan exchange traded f | -1,113,930 |
first tr exchng traded fd vi | -416,794 |
j p morgan exchange traded f | -786,527 |
medical pptys trust inc | -70,190 |
j p morgan exchange traded f | -669,242 |
first tr exchng traded fd vi | -296,455 |
enterprise prods partners l | -336,595 |
Indie Asset Partners, LLC has about 62.1% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 62.1 |
Technology | 19.7 |
Consumer Cyclical | 4.2 |
Financial Services | 3.9 |
Communication Services | 2.3 |
Energy | 2.1 |
Healthcare | 1.8 |
Consumer Defensive | 1.5 |
Industrials | 1.3 |
Indie Asset Partners, LLC has about 37.5% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 62.1 |
MEGA-CAP | 31 |
LARGE-CAP | 6.5 |
About 36.8% of the stocks held by Indie Asset Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 63.2 |
S&P 500 | 36.8 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Indie Asset Partners, LLC has 67 stocks in it's portfolio. About 49.5% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Indie Asset Partners, LLC last quarter.
Last Reported on: 12 Aug, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
VEU | vanguard intl equity index f | 9.70 | 79,311 | 5,331,280 | new | |||
Historical Trend of VANGUARD INTL EQUITY INDEX F Position Held By Indie Asset Partners, LLCWhat % of Portfolio is VEU?:Number of VEU shares held:Change in No. of Shares Held: | ||||||||
AAPL | apple inc | 7.77 | 20,826 | 4,272,810 | reduced | -39.83 | ||
MSFT | microsoft corp | 7.31 | 8,074 | 4,016,100 | reduced | -10.12 | ||
NVDA | nvidia corporation | 4.64 | 16,140 | 2,549,960 | added | 6.36 | ||
VAW | vanguard world fd | 3.81 | 17,582 | 2,094,350 | reduced | -8.99 | ||
DFAC | dimensional etf trust | 3.79 | 69,820 | 2,083,430 | new | |||
BIL | spdr series trust | 3.73 | 25,684 | 2,048,590 | reduced | -18.48 | ||
FNDA | schwab strategic tr | 3.39 | 63,824 | 1,864,300 | reduced | -10.41 | ||
FNDA | schwab strategic tr | 2.70 | 55,979 | 1,483,440 | reduced | -15.85 | ||
FNDA | schwab strategic tr | 2.63 | 47,942 | 1,444,970 | added | 348 | ||
CSD | invesco exchange traded fd t | 2.56 | 28,612 | 1,406,140 | reduced | -14.1 | ||
BIL | spdr series trust | 2.39 | 14,780 | 1,311,720 | reduced | -7.42 | ||
AMZN | amazon com inc | 2.14 | 5,359 | 1,175,710 | reduced | -29.77 | ||
JPM | jpmorgan chase & co. | 2.01 | 3,803 | 1,102,640 | reduced | -11.7 | ||
LLY | eli lilly & co | 1.80 | 1,273 | 992,435 | reduced | -97.85 | ||
FNDA | schwab strategic tr | 1.72 | 39,773 | 947,791 | reduced | -4.67 | ||
IJR | ishares tr | 1.68 | 13,472 | 923,371 | reduced | -6.85 | ||
ACES | alps etf tr | 1.65 | 18,525 | 905,132 | reduced | -6.32 | ||
GLD | spdr gold tr | 1.60 | 2,879 | 877,606 | unchanged | 0.00 | ||
IJR | ishares tr | 1.49 | 1,323 | 821,451 | added | 3.76 | ||