CIK: 0000356264
申告総資産額
$19.4億
上位200銘柄を表示中（全226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 | 27.68% | +1.55% | +0.17% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.52% | -1.59% | -2.91% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.83% | +0.13% | -2.13% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.22% | -0.15% | +25.30% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.35% | +0.41% | +1.79% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.33% | +0.17% | -0.20% | |
| 7 | HON | Honeywell International INC | 株式-資本財 | 1.74% | +0.12% | -0.10% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.74% | — | +2.74% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.62% | — | +8.67% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.49% | +0.44% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.10% | +0.87% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.23% | — | -0.18% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.21% | -0.16% | +3.20% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | — | -2.17% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.12% | +0.23% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | +0.06% | -0.34% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.79% | — | +13.32% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.20% | +1.44% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | -1.03% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | -0.05% | -0.44% | |
| 21 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.71% | — | +0.30% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -0.02% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.69% | — | +0.81% | |
| 24 | MMM | 3m Co | 株式-資本財 | 0.69% | — | -0.68% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | +0.15% | -0.44% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | -0.18% | -0.43% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | +0.13% | +1.00% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.11% | -1.03% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | -3.77% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +1.25% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.61% | +0.17% | +2.90% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 0.59% | -0.09% | -0.28% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | -2.13% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | -0.08% | -4.79% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.32% | +1.17% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.54% | — | -6.67% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.52% | -0.11% | -0.34% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +1.45% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | -0.10% | +1.31% | |
| 40 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.46% | — | -1.97% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | -0.10% | +0.72% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | +4.38% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | +1.82% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.38% | — | -3.17% | |
| 45 | ALL | Allstate CORP | 株式-金融 | 0.38% | — | +0.17% | |
| 46 | PATK | Patrick Industries INC | 株式-一般消費財 | 0.36% | — | +52.02% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.35% | — | +0.04% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.35% | -0.13% | -1.29% | |
| 49 | LKFN | Lakeland Financial CORP | 株式-その他 | 0.34% | — | -0.22% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.33% | — | +4.91% |