CIK: 0001356407
申告総資産額
$3.7億
上位200銘柄を表示中（全487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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.85% | +0.14% | +0.36% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.26% | +0.17% | +11.52% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.10% | -0.07% | -1.78% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.57% | +0.75% | -30.86% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.86% | +0.52% | +0.21% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.75% | +0.04% | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | +0.08% | +15.22% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.35% | +0.06% | -4.21% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.34% | -0.45% | +4.26% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.98% | +0.01% | +2.02% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.24% | -4.83% | |
| 12 | BALL | Ball CORP | 株式-一般消費財 | 1.77% | -0.09% | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.66% | -0.48% | +2.51% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.47% | -0.26% | +0.96% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 1.44% | — | -1.58% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.36% | +0.03% | +596.65% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.10% | — | +6.36% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.06% | -0.24% | -3.14% | |
| 19 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.95% | — | — | |
| 20 | SRCE | 1st Source CORP | 株式-その他 | 0.95% | +0.07% | -4.61% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 0.88% | +0.77% | +19.96% | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.87% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +9.81% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.01% | +0.62% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.77% | -0.01% | -0.39% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.77% | — | -5.84% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | +18.74% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | — | -9.40% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | +0.04% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.69% | +0.01% | +0.54% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | -0.45% | -1.14% | |
| 32 | VGM | Invesco Trust For Investmen | 株式-その他 | 0.62% | — | +1.24% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.62% | +0.08% | — | |
| 34 | AFB | Allianceberstein Ntl Muni | 株式-その他 | 0.61% | — | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | +0.01% | -1.68% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.59% | +0.14% | — | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | +0.02% | +17.97% | |
| 38 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.54% | — | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | -0.60% | |
| 40 | GD | General Dynamics CORP | 株式-資本財 | 0.53% | — | -2.58% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | +0.07% | -9.19% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.51% | +0.01% | +0.33% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | — | |
| 44 | MQY | Blackrock Muniyield Quality | 株式-その他 | 0.49% | — | -26.92% | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.48% | — | -6.67% | |
| 46 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.48% | — | — | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.47% | +0.05% | +46.85% | |
| 48 | ONB | Old National Bancorp | 株式-金融 | 0.46% | +0.02% | — | |
| 49 | AFL | Aflac INC | 株式-金融 | 0.45% | — | -2.46% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | -6.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +596.65% | 増加 |
| 2 | IWV | Ishares Russell 3000 ETF | +0.4% | NEW | 新規購入 |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | NEW | 新規購入 |
| 4 | CAT | Caterpillar INC | +0.2% | +19.96% | 増加 |
| 5 | DVY | Ishares Select Dividend ETF | +0.2% | +163.33% | 増加 |
| 6 | ORCL | Oracle CORP | +0.2% | +0.96% | 増加 |
| 7 | NVDA | Nvidia CORP | +0.2% | +11.52% | 増加 |
| 8 | BIV | Vanguard Intermediate-term B | +0.1% | NEW | 新規購入 |
| 9 | FISV | Fiserv INC | +0.1% | -1.58% | 減少 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +18.74% | 増加 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.51% | 増加 |
| 12 | WMT | Walmart INC | +0.1% | +26.14% | 増加 |
| 13 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | 新規購入 |
| 14 | LIN | Linde plc | +0.1% | +284.00% | 増加 |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +2257.26% | 増加 |
| 16 | LOW | Lowe's Cos INC | +0.1% | -3.14% | 減少 |
| 17 | BALL | Ball CORP | +0.1% | — | 変化なし |
| 18 | IWD | Ishares Russell 1000 Value E | +0.1% | +17.97% | 増加 |
| 19 | QCOM | Qualcomm INC | +0.1% | +63.37% | 増加 |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +133.24% | 増加 |
| 21 | AMZN | Amazon.com INC | +0.1% | +15.22% | 増加 |
| 22 | AMAT | Applied Materials INC | +0.1% | +46.85% | 増加 |
| 23 | VNQ | Vanguard Real Estate ETF | +0.1% | +52.68% | 増加 |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +69.72% | 増加 |
| 25 | TJX | Tjx Companies INC | +0.1% | +6.36% | 増加 |
| 26 | HBNC | Horizon Bancorp Inc/in | +0.1% | — | 変化なし |
| 27 | CEG | Constellation Energy | +0.1% | +991.38% | 増加 |
| 28 | AAPL | Apple INC | +0.1% | -1.78% | 減少 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +9.81% | 増加 |
| 30 | ABBV | Abbvie INC | +0.1% | -0.39% | 減少 |
| 31 | AFL | Aflac INC | +0.1% | -2.46% | 減少 |
| 32 | NFLX | Netflix INC | +0.1% | +259.74% | 増加 |
| 33 | MA | Mastercard INC - A | 0% | +10.69% | 増加 |
| 34 | COST | Costco Wholesale CORP | 0% | +4.26% | 増加 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 36 | VUG | Vanguard Growth ETF | 0% | +16.36% | 増加 |
| 37 | BLKCHF | Blackrock INC | 0% | -9.40% | 減少 |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | — | 変化なし |
| 39 | SRCE | 1st Source CORP | 0% | -4.61% | 減少 |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +2.02% | 増加 |
| 41 | NAD | Nuveen Quality Municipal INC | 0% | — | 変化なし |
| 42 | IWB | Ishares Russell 1000 ETF | -0.1% | — | 変化なし |
| 43 | NZF | Nuveen Municipal Credit INC | -0.1% | EXIT | 全売却 |
| 44 | KIDS | Orthopediatrics CORP | -0.1% | -76.11% | 減少 |
| 45 | KTF | Dws Municipal Income Trust | -0.1% | -38.92% | 減少 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.36% | 増加 |
| 47 | MQY | Blackrock Muniyield Quality | -0.2% | -26.92% | 減少 |
| 48 | MSFT | Microsoft CORP | -0.3% | -4.83% | 減少 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.21% | 増加 |
| 50 | LLY | Eli Lilly & Co | -2.1% | -30.86% | 減少 |