Indie Asset Partners, LLC

Q2 2025 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    67

  • Value ($000)

    $54,971

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001802244
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$5.33M
10 %

79,311

AAPL
AAPL

APPLE INC

COM
$4.27M
8 %

20,826

MSFT
MSFT

MICROSOFT CORP

COM
$4.02M
7 %

8,074

NVDA
NVDA

NVIDIA CORPORATION

COM
$2.55M
5 %

16,140

---

VANGUARD WORLD FD

ENERGY ETF
$2.09M
4 %

17,582

DFIS
DFIS

DIMENSIONAL ETF TRUST

INTL SMALL CAP E
$2.08M
4 %

69,820

---

SPDR SERIES TRUST

S&P 600 SMCP VAL
$2.05M
4 %

25,684

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$1.86M
3 %

63,824

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$1.48M
3 %

55,979

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$1.44M
3 %

47,942

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