Indie Asset Partners, LLC
84 holdingsFiling period: 2026-03-31Current AUM: $98.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | 9.3K | $8.5M | $10.7M | 10.87% | -2,262 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 27.5K | $7.0M | $8.5M | 8.65% | +6.1K | 2026-03-31 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 87.9K | $6.6M | $7.3M | 7.43% | +7.0K | 2026-03-31 |
| 4 | PAAA | PGIM ETF TR | 110.3K | $5.6M | $5.7M | 5.77% | +14.0K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 8.2K | $3.0M | $3.8M | 3.87% | +541 | 2026-03-31 |
| 6 | ITA | ISHARES TR | 13.2K | $2.9M | $3.2M | 3.23% | +886 | 2026-03-31 |
| 7 | VDE | VANGUARD WORLD FD | 14.8K | $2.6M | $2.5M | 2.54% | -449 | 2026-03-31 |
| 8 | DFIS | DIMENSIONAL ETF TRUST | 71.5K | $2.4M | $2.6M | 2.61% | +2.6K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 13.1K | $2.3M | $2.6M | 2.67% | +95 | 2026-03-31 |
| 10 | SCHE | SCHWAB STRATEGIC TR | 62.4K | $2.1M | $2.2M | 2.29% | +12.7K | 2026-03-31 |
| 11 | SLYV | SPDR SERIES TRUST | 21.6K | $2.0M | $2.3M | 2.39% | -488 | 2026-03-31 |
| 12 | SCHG | SCHWAB STRATEGIC TR | 61.6K | $1.8M | $2.1M | 2.15% | -2,660 | 2026-03-31 |
| 13 | SCHD | SCHWAB STRATEGIC TR | 55.9K | $1.7M | $1.9M | 1.91% | +2.8K | 2026-03-31 |
| 14 | IYT | ISHARES TR | 21.3K | $1.6M | $1.8M | 1.84% | +5.5K | 2026-03-31 |
| 15 | IGPT | INVESCO EXCHANGE TRADED FD T | 25.6K | $1.5M | $2.2M | 2.26% | -559 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 6.9K | $1.4M | $1.9M | 1.90% | +239 | 2026-03-31 |
| 17 | DNP | DNP SELECT INCOME FD INC | 134.5K | $1.4M | $1.4M | 1.47% | +57.5K | 2026-03-31 |
| 18 | GDX | VANECK ETF TRUST | 14.8K | $1.4M | $1.1M | 1.12% | -- | 2026-03-31 |
| 19 | IVV | ISHARES TR | 2.0K | $1.3M | $1.5M | 1.55% | -2 | 2026-03-31 |
| 20 | DYNF | BLACKROCK ETF TRUST | 21.1K | $1.2M | $1.4M | 1.45% | +4.4K | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 4.1K | $1.2M | $1.4M | 1.47% | +136 | 2026-03-31 |
| 22 | FBND | FIDELITY MERRIMACK STR TR | 25.9K | $1.2M | $1.2M | 1.18% | +5.1K | 2026-03-31 |
| 23 | SLYG | SPDR SERIES TRUST | 11.9K | $1.1M | $1.4M | 1.40% | -375 | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION | 5.2K | $1.1M | $1.0M | 1.04% | +344 | 2026-03-31 |
| 25 | GLD | SPDR GOLD TR | 2.4K | $1.0M | $906K | 0.92% | +47 | 2026-03-31 |
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