Indie Asset Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IA Indie Asset Partners, LLC | Institutional Filer | ▼ 2.16% | $87.8M | 83 |
Current Portfolio Holdings
Showing all 83 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly and Company | Healthcare | 9K | $8.5M | 9.72% |
| 2 | AAPL | Apple Inc. | Technology | 27K | $7.0M | 7.94% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | — | 88K | $6.6M | 7.52% |
| 4 | PAAA | PGIM ETF TR | — | 110K | $5.6M | 6.43% |
| 5 | MSFT | Microsoft Corporation | Technology | 8K | $3.0M | 3.44% |
| 6 | ITA | ISHARES TR | — | 13K | $2.9M | 3.30% |
| 7 | VDE | VANGUARD WORLD FD | — | 15K | $2.6M | 2.93% |
| 8 | DFIS | DIMENSIONAL ETF TRUST | — | 71K | $2.4M | 2.74% |
| 9 | NVDA | NVIDIA Corporation | Technology | 13K | $2.3M | 2.60% |
| 10 | SCHE | SCHWAB STRATEGIC TR | — | 62K | $2.1M | 2.34% |
| 11 | SLYV | SPDR SERIES TRUST | — | 22K | $2.0M | 2.33% |
| 12 | SCHG | SCHWAB STRATEGIC TR | — | 62K | $1.8M | 2.04% |
| 13 | SCHD | SCHWAB STRATEGIC TR | — | 56K | $1.7M | 1.95% |
| 14 | IYT | ISHARES TR | — | 21K | $1.6M | 1.81% |
| 15 | IGPT | INVESCO EXCHANGE TRADED FD T | — | 26K | $1.5M | 1.69% |
Showing 1 to 15 of 83 holdings