A Avantis US Small Cap Value ETF AVDV
11.96% 14.17% $276.7M 2.7M $263.0M 2.6M +51,471 +1.95% Add S SEZZLE INC SEZL
5.99% 3.02% $138.6M 807,442 $56.1M 886,642 -79,200 -8.93% Reduce V VANGUARD INTL EQUITY INDEX F VEU
5.96% 0.65% $138.0M 1.6M $12.0M 159,436 +1.5M +933.66% Add S SCHWAB U.S. BROAD MARKET ETF SCHB
5.56% 6.23% $128.7M 4.4M $115.6M 4.6M -163,491 -3.55% Reduce V VANGUARD INDEX FDS VTV
5.5% 5.79% $127.3M 583,998 $107.4M 547,477 +36,521 +6.67% Add I ISHARES RUSSELL IWM
4.75% 4.74% $109.9M 365,770 $88.0M 355,004 +10,766 +3.03% Add I ISHARES CORE IJH
4.65% 5.15% $107.6M 1.4M $95.5M 1.4M -18,965 -1.34% Reduce I ISHARES TR IVV
4.47% 4.74% $103.5M 138,176 $88.0M 134,713 +3,463 +2.57% Add I ISHARES CORE IJR
4.32% 4.45% $100.1M 674,815 $82.6M 664,311 +10,504 +1.58% Add UNITED PARCEL SVCS INC UPS
3.64% 4.15% $84.3M 783,975 $77.1M 783,700 +275 +0.04% Add BERKSHIRE HATHAWAY INC CL A BRK.A
3.01% 3.6% $69.6M 93 $66.8M 93 0 0.00% Unchanged APPLE INC AAPL
2.52% 2.93% $58.3M 201,547 $54.4M 214,235 -12,688 -5.92% Reduce I ISHARES MSCI EAFE ETF EFA
2.45% 2.99% $56.8M 546,667 $55.6M 572,146 -25,479 -4.45% Reduce AMAZON COM INC AMZN
2.43% 2.5% $56.1M 235,475 $46.4M 222,751 +12,724 +5.71% Add V VANGUARD MALVERN FDS VTIP
2.2% — $51.0M 1.0M $0 0 +1.0M New Buy I ISHARES RUSSELL IWF
1.95% 2.12% $45.2M 363,802 $39.4M 92,370 +271,432 +293.85% Add S STATE STREET SPYV
1.84% 2.2% $42.7M 701,724 $40.9M 723,052 -21,328 -2.95% Reduce V VANGUARD INTL EQUITY INDEX F VT
1.53% 1.68% $35.3M 225,134 $31.2M 225,310 -176 -0.08% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
1.11% 1.49% $25.7M 51,302 $27.6M 57,578 -6,276 -10.90% Reduce C C H ROBINSON WORLDWIDE IN CHRW
1.08% 1.19% $25.1M 133,220 $22.0M 132,568 +652 +0.49% Add I ISHARES RUSSELL MID-CAP GROWTH ETF IWP
1.08% 1.22% $24.9M 170,300 $22.6M 176,108 -5,808 -3.30% Reduce V VANGUARD FTSE VEA
1.01% 1.17% $23.4M 328,571 $21.7M 339,208 -10,637 -3.14% Reduce ROBLOX CORP CL A RBLX
0.88% 1.15% $20.5M 376,574 $21.3M 376,574 0 0.00% Unchanged I ISHARES TR EFV
0.77% 0.94% $17.7M 231,526 $17.5M 234,801 -3,275 -1.39% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.75% 0.83% $17.4M 23,357 $15.3M 23,577 -220 -0.93% Reduce FIFTH THIRD BANCORP COM FITB
0.73% 0.76% $16.9M 302,150 $14.1M 299,191 +2,959 +0.99% Add MICROSOFT CORP MSFT
0.66% 0.82% $15.4M 41,190 $15.3M 41,240 -50 -0.12% Reduce I ISHARES ESG AWARE US AGGREGATE BOND ETF EAGG
0.59% 0.74% $13.6M 286,286 $13.7M 287,506 -1,220 -0.42% Reduce NVIDIA CORPORATION NVDA
0.56% 0.65% $12.9M 64,436 $12.0M 68,989 -4,553 -6.60% Reduce A Alphabet Inc Class C GOOG
0.55% 0.57% $12.8M 36,281 $10.6M 36,822 -541 -1.47% Reduce AUTOMATIC DATA PROCESSING IN ADP
0.5% 0.57% $11.6M 51,844 $10.5M 51,842 +2 +0.00% Add S SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF FNDA
0.44% 0.5% $10.1M 266,452 $9.2M 283,533 -17,081 -6.02% Reduce Old National Bancorp CORP COMMON ONB
0.41% 0.44% $9.5M 366,545 $8.1M 366,545 0 0.00% Unchanged INVESCO RAFI US 1500 SMALL-MID ETF FITB
0.39% 0.42% $9.0M 161,715 $7.7M 168,807 -7,092 -4.20% Reduce V VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF MGK
0.38% 0.39% $8.8M 99,742 $7.2M 19,535 +80,207 +410.58% Add V VANGUARD MID VO
0.38% 0.45% $8.7M 107,802 $8.4M 29,308 +78,494 +267.82% Add I ISHARES TR DMXF
0.37% 0.34% $8.6M 101,689 $6.4M 84,629 +17,060 +20.16% Add I ISHARES MSCI ACWI ETF TOK
0.35% 0.38% $8.1M 52,268 $7.0M 52,961 -693 -1.31% Reduce G GENERAL DYNAMICS CORP VTI
0.33% 0.34% $7.5M 20,393 $6.4M 19,870 +523 +2.63% Add V VANGUARD INDEX FDS VB
0.32% 0.37% $7.5M 24,724 $6.8M 26,080 -1,356 -5.20% Reduce I ISHARES TR IWS
0.31% 0.37% $7.1M 42,995 $6.8M 46,804 -3,809 -8.14% Reduce I ISHARES ESG EFA
0.28% 0.33% $6.5M 63,199 $6.1M 63,457 -258 -0.41% Reduce ALPHABET INC GOOGL
0.26% 0.28% $6.1M 17,147 $5.2M 18,191 -1,044 -5.74% Reduce V VANGUARD INTL EQUITY INDEX F VGK
0.25% 0.69% $5.9M 66,268 $12.7M 154,210 -87,942 -57.03% Reduce JPMORGAN CHASE & CO JPM
0.25% 0.33% $5.7M 17,511 $6.0M 20,550 -3,039 -14.79% Reduce V VANGUARD INDEX FDS VOO
0.23% 0.24% $5.4M 7,914 $4.4M 7,321 +593 +8.10% Add I ISHARES TR USXF
0.21% 0.21% $4.9M 71,097 $3.9M 70,646 +451 +0.64% Add UNITEDHEALTH GROUP INC UNH
0.21% 0.14% $4.9M 11,819 $2.6M 9,668 +2,151 +22.25% Add 3M CO COM MMM
0.21% 0.22% $4.8M 29,686 $4.0M 27,784 +1,902 +6.85% Add I INVESCO QQQ TR QQQ
0.2% 0.16% $4.6M 6,213 $3.0M 5,183 +1,030 +19.87% Add