Indie Asset Partners, LLC
87 holdingsFiling period: 2026-06-30Current AUM: $106.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | 9.7K | $11.6M | $13.1M | 12.29% | +403 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 27.3K | $7.9M | $9.4M | 8.78% | -117 | 2026-06-30 |
| 3 | VEU | Vanguard Intl Equity Index F | 91.0K | $7.6M | $7.2M | 6.77% | +3.2K | 2026-06-30 |
| 4 | PAAA | Pgim ETF TR | 123.7K | $6.3M | $6.4M | 5.96% | +13.4K | 2026-06-30 |
| 5 | ITA | iShares TR | 13.9K | $3.4M | $2.9M | 2.69% | +632 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 8.4K | $3.1M | $4.4M | 4.17% | +222 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 14.5K | $2.9M | $2.7M | 2.55% | +1.5K | 2026-06-30 |
| 8 | IGPT | Invesco Exchange Traded FD T | 25.9K | $2.7M | $1.9M | 1.83% | +263 | 2026-06-30 |
| 9 | DFIS | Dimensional ETF Trust | 73.0K | $2.6M | $2.5M | 2.39% | +1.5K | 2026-06-30 |
| 10 | SLYV | Spdr Series Trust | 22.6K | $2.5M | $2.3M | 2.20% | +965 | 2026-06-30 |
| 11 | SCHE | Schwab Strategic TR | 65.0K | $2.4M | $2.2M | 2.08% | +2.6K | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc Del | 4.7K | $2.3M | $2.3M | 2.19% | +3.4K | 2026-06-30 |
| 13 | VDE | Vanguard World FD | 14.6K | $2.2M | $2.5M | 2.35% | -245 | 2026-06-30 |
| 14 | SCHD | Schwab Strategic TR | 64.9K | $2.1M | $2.3M | 2.14% | +9.0K | 2026-06-30 |
| 15 | SCHG | Schwab Strategic TR | 59.9K | $2.0M | $2.0M | 1.86% | -1,700 | 2026-06-30 |
| 16 | IYT | iShares TR | 22.9K | $2.0M | $1.9M | 1.74% | +1.6K | 2026-06-30 |
| 17 | DYNF | BlackRock ETF Trust | 27.2K | $1.9M | $1.8M | 1.66% | +6.1K | 2026-06-30 |
| 18 | XLF | Select Sector Spdr TR | 32.7K | $1.8M | $1.9M | 1.75% | -- | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 7.1K | $1.7M | $1.8M | 1.74% | +269 | 2026-06-30 |
| 20 | IVV | iShares TR | 2.2K | $1.6M | $1.6M | 1.49% | +132 | 2026-06-30 |
| 21 | DNP | Dnp Select Income FD Inc | 144.0K | $1.6M | $1.5M | 1.37% | +9.5K | 2026-06-30 |
| 22 | SLYG | Spdr Series Trust | 12.5K | $1.5M | $1.3M | 1.26% | +585 | 2026-06-30 |
| 23 | JPM | JPMorgan Chase & Co | 4.1K | $1.3M | $1.4M | 1.27% | -48 | 2026-06-30 |
| 24 | FBND | Fidelity Merrimack Str TR | 26.0K | $1.2M | $1.2M | 1.08% | +167 | 2026-06-30 |
| 25 | GDX | VanEck ETF Trust | 14.2K | $1.1M | $1.2M | 1.17% | -596 | 2026-06-30 |
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