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Indie Asset Partners, LLC

Portfolio Manager
Indie Asset Partners, LLC
Performance
-0.78% (2026 Q1)
AUM (13F)
$87.76M
# of Holdings
83
Performance Rank
Allocation (Top 20)
66.44%

Indie Asset Partners, LLC Holdings Map

Top 50 Indie Asset Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LLY
ELI LILLY & CO
9.72%9.3K$8.5M
-19.61%(-2.26K)
2025-Q1: 59.2K shares2025-Q2: 1.3K shares2025-Q3: 9.2K shares2025-Q4: 11.5K shares2026-Q1: 9.3K shares
$729.79(+66.34%)
2026-03-31
AAPL
APPLE INC
7.94%27.5K$7.0M
+28.35%(+6.06K)
2025-Q1: 34.6K shares2025-Q2: 20.8K shares2025-Q3: 20.5K shares2025-Q4: 21.4K shares2026-Q1: 27.5K shares
$122.25(+152.45%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
7.52%87.9K$6.6M
+8.71%(+7.04K)
2025-Q1: 0 shares2025-Q2: 79.3K shares2025-Q3: 80.4K shares2025-Q4: 80.8K shares2026-Q1: 87.9K shares
$65.04(+27.58%)
2026-03-31
PAAA
PGIM ETF TR
6.43%110.3K$5.6M
+14.57%(+14.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 54.9K shares2025-Q4: 96.2K shares2026-Q1: 110.3K shares
$51.41(-0.17%)
2026-03-31
MSFT
MICROSOFT CORP
3.44%8.2K$3.0M
+7.10%(+541)
2025-Q1: 9.0K shares2025-Q2: 8.1K shares2025-Q3: 7.4K shares2025-Q4: 7.6K shares2026-Q1: 8.2K shares
$285.14(+36.95%)
2026-03-31
ITA
ISHARES TR
3.3%13.2K$2.9M
+7.18%(+886)
2025-Q1: 0 shares2025-Q2: 3.9K shares2025-Q3: 12.2K shares2025-Q4: 12.3K shares2026-Q1: 13.2K shares
$191.92(+29.32%)
2026-03-31
VDE
VANGUARD WORLD FD
2.93%14.8K$2.6M
-2.94%(-449)
2025-Q1: 19.3K shares2025-Q2: 17.6K shares2025-Q3: 16.4K shares2025-Q4: 15.3K shares2026-Q1: 14.8K shares
$79.31(+89.68%)
2026-03-31
DFIS
DIMENSIONAL ETF TRUST
2.74%71.5K$2.4M
+3.74%(+2.58K)
2025-Q1: 0 shares2025-Q2: 69.8K shares2025-Q3: 70.4K shares2025-Q4: 68.9K shares2026-Q1: 71.5K shares
$28.23(+25.84%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.6%13.1K$2.3M
+0.73%(+95)
2025-Q1: 15.2K shares2025-Q2: 16.1K shares2025-Q3: 16.8K shares2025-Q4: 13.0K shares2026-Q1: 13.1K shares
$73.52(+165.00%)
2026-03-31
SCHE
SCHWAB STRATEGIC TR
2.34%62.4K$2.1M
+25.48%(+12.67K)
2025-Q1: 10.7K shares2025-Q2: 47.9K shares2025-Q3: 52.5K shares2025-Q4: 49.7K shares2026-Q1: 62.4K shares
$29.72(+20.63%)
2026-03-31

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