CIK: 0000356264
申告総資産額
$19.4億
上位200銘柄を表示中（全246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 | 23.94% | +1.55% | -0.03% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.23% | -1.59% | -5.08% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 7.91% | -0.15% | +1.43% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.84% | +0.13% | -2.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.30% | +0.41% | -0.69% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.84% | -0.16% | -2.41% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.74% | +0.13% | -0.43% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.49% | -1.49% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.72% | — | -38.23% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.59% | — | +1.28% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | +0.17% | -4.16% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.31% | — | -4.98% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 1.15% | +0.12% | -21.04% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | +0.10% | -0.27% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.09% | — | -2.22% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.08% | — | +1.84% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.04% | -0.32% | -0.20% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.90% | — | -0.77% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | +0.17% | -0.60% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | -0.18% | -0.36% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.81% | +0.08% | +2696.41% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | +0.06% | -1.91% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | -0.08% | -2.17% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.20% | +1869.36% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -1.42% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.12% | -1.72% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.60% | — | -0.41% | |
| 28 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.58% | — | +0.25% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -1.79% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 0.53% | -0.09% | -0.96% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | -0.58% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.11% | -0.49% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.10% | +10.51% | |
| 34 | PATK | Patrick Industries INC | 株式-一般消費財 | 0.46% | — | — | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.45% | — | -1.13% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | -0.75% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.06% | -0.34% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | -0.05% | -2.41% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | -0.10% | -0.08% | |
| 40 | ALL | Allstate CORP | 株式-金融 | 0.37% | — | -1.27% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.36% | -0.11% | -1.43% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.05% | -0.52% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | -1.14% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | -1.82% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.15% | -1.62% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | -0.44% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.31% | — | -2.28% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -1.20% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.29% | -0.06% | -16.04% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.29% | — | -0.57% |