CIK: 0000356264
申告総資産額
$19.4億
上位200銘柄を表示中（全229銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRCE | 1st Source CORP | 株式-その他 | 30.63% | +1.55% | -1.56% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.32% | -1.59% | +7.56% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 6.18% | +0.13% | +6.79% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.90% | +0.41% | +31.70% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.36% | +0.17% | +10.55% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.90% | -0.15% | -3.03% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.86% | — | +5.88% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.50% | — | +13.84% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.47% | — | +10.75% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | +0.10% | -0.08% | |
| 11 | HON | Honeywell International INC | 株式-資本財 | 1.20% | +0.12% | +0.23% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.49% | -0.07% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.00% | -0.16% | -1.39% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -1.06% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | -0.05% | +0.39% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.12% | -1.24% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | +0.15% | -2.27% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.83% | — | -2.93% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -0.54% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | +0.06% | -0.62% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | -1.24% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.11% | +1.18% | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.68% | — | +0.54% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.68% | +0.13% | +1.67% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.68% | — | +0.02% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.62% | — | -1.29% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | -0.10% | -0.97% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.60% | — | -3.89% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | -1.18% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.18% | -0.60% | |
| 31 | DOW | Dow Chem Co | 株式-素材 | 0.55% | — | +0.90% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.50% | — | +0.05% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.48% | — | -2.46% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | -0.38% | |
| 35 | LKFN | Lakeland Financial CORP | 株式-その他 | 0.47% | — | -10.07% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.45% | -0.09% | -0.92% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.45% | -0.13% | -7.93% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | — | -1.49% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.43% | -0.11% | +5.61% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.43% | — | +1.85% | |
| 41 | SLB | Slb LTD | 株式-エネルギー | 0.42% | — | +7.58% | |
| 42 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.42% | — | -7.97% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.40% | — | +4.88% | |
| 44 | ALL | Allstate CORP | 株式-金融 | 0.39% | — | -0.74% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | +18.24% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | -0.10% | -1.73% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | -0.32% | +2.70% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.36% | — | +11.68% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.34% | -0.08% | +1.94% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | -0.20% | +537.03% |