CIK: 0000356264
申报总市值
US$19.4亿
仅显示前 200 大持股（共 234 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRCE | 1st Source CORP | 股票-其他 | 29.46% | +1.55% | -1.58% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 8.70% | -1.59% | -1.65% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 6.41% | +0.13% | -3.04% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.76% | +0.17% | -0.47% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.59% | +0.41% | -10.31% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 2.78% | -0.15% | -0.27% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.99% | — | +2.38% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.62% | — | +1.57% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.48% | — | -11.81% | |
| 10 | HON | Honeywell International INC | 股票-工业 | 1.33% | +0.12% | +1.09% | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.26% | +0.10% | -1.42% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.49% | -2.33% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.00% | -0.16% | -0.78% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -0.12% | -2.44% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 0.88% | — | -1.13% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | +0.13% | +1.97% | |
| 17 | MMM | 3m Co | 股票-工业 | 0.76% | — | +0.75% | |
| 18 | HD | Home Depot INC | 股票-周期性消费 | 0.74% | — | -5.17% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.74% | -0.05% | -2.37% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | +0.15% | -4.43% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | — | -2.58% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.68% | +0.11% | -1.60% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | — | -1.87% | |
| 24 | DD | DuPont de Nemours, Inc. | 股票-其他 | 0.65% | — | -1.92% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | +0.17% | +5.72% | |
| 26 | INTC | Intel CORP | 股票-科技 | 0.61% | — | -0.87% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | -0.18% | -0.78% | |
| 28 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.59% | +0.06% | -0.95% | |
| 29 | NSC | Norfolk Southern CORP | 股票-工业 | 0.56% | — | -0.99% | |
| 30 | T | At&t INC | 股票-通信服务 | 0.54% | — | -3.42% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.53% | — | -5.11% | |
| 32 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.49% | -0.20% | +2.77% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.49% | -0.11% | -0.20% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | -0.10% | -1.38% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.46% | — | -0.21% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.45% | -0.09% | -0.35% | |
| 37 | CSCO | Cisco Systems INC | 股票-科技 | 0.44% | — | -2.87% | |
| 38 | PFE | Pfizer INC | 股票-医疗保健 | 0.44% | — | -2.87% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.43% | — | +3.56% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 0.42% | — | -2.99% | |
| 41 | DHR | Danaher CORP | 股票-医疗保健 | 0.41% | — | -0.56% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | — | -7.35% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.41% | -0.10% | +0.30% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.13% | -1.39% | |
| 45 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.39% | -0.08% | +1.12% | |
| 46 | GD | General Dynamics CORP | 股票-工业 | 0.39% | — | -2.20% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | — | +2.90% | |
| 48 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.36% | — | -25.17% | |
| 49 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.36% | — | -0.89% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.32% | -0.32% | -1.49% |