Fund HoldingsHORIZON BANCORP INC /IN/

Total Portfolio Value
$204.5K
Total Bought
$61.5K
Total Sold
$18.5K
Net Transaction
+$43.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Vanguard Bd Index Fds0954,268+954,26807034.32%+70
Flexshares Morningstar Global Ups
MORNSTAR UPSTR
39,488208,462+168,974294.17%+7
Vanguard Index Funds Growth ETF2,12624,016+21,890173.65%+7
ETF Vanguard Value4,88845,793+40,905173.35%+6
Ishares Msci Eafe Index23,25098,350+75,100273.62%+6
Ishares Core Msci Eafe ETF
CORE MSCI EAFE
24,08092,798+68,718273.19%+5
Flexshares High Yield VL ETF
HIG YLD VL ETF
089,305+89,305041.78%+4
Flexshares Quality Dividend Index ETF
QUALT DIVD IDX
20443,741+43,537031.32%+3
Horizon Bancorp Inc(HBNC)716,416707,883-8,5338104.95%+2
Ishares Msci Emerging Markets28,82975,163+46,334131.48%+2
Vanguard Index Funds Smallcap Growth ETF1,7586,908+5,150020.82%+1
Vanguard Index Funds Smallcap Value ETF2,3699,135+6,766020.80%+1
Boeing Co(BA)03,707+3,707010.47%+1
DuPont de Nemours Inc Com(DD)1,1889,940+8,752010.37%+1
Vanguard Mid-Cap Growth Index1,9253,657+1,732010.39%0
Vanguard Mid-Cap Value ETF Voe2,8145,414+2,600010.38%0
Dow Inc(DOW)1707,271+7,101000.20%0
Corteva Inc Com(CTVA)07,264+7,264000.17%0
Berkshire Hathaway Inc Class B01,631+1,631010.28%+1
Ishares Expanded Tech Sector ETF1,3211,550+229110.34%0
Hershey CO Foods Corp(HSY)01,000+1,000000.09%0
Abbvie Inc(ABBV)2,0843,084+1,000000.23%0
Abbott Labs04,570+4,570010.25%+1
SPDR Gold Shares(GLD)0825+825000.08%0
Microsoft Corp(MSFT)3,3033,182-121110.59%0
Ishares Silver Trust(SLV)06,748+6,748000.07%0
Apple Inc(AAPL)5,8955,904+9110.56%0
Costco Wholesale Corp(COST)460585+125000.19%0
Microchip Technology Inc.(MCHP)01,225+1,225000.05%0
Amazon.Com Inc(AMZN)03,699+3,699010.27%+1
Purdue University Trustees 5.0000 07/01/250100,000+100,000000.05%0
Fifth Third Bancorp(FITB)09,064+9,064000.15%0
JPMorgan(JPM)2,2202,288+68000.19%0
Nvidia Corp(NVDA)973978+5000.24%0
Disney Walt CO(DIS)1,0231,578+555000.07%0
Intercontinental Exchange Inc(ICE)1,2351,512+277000.09%0
American Tower Corp REIT(AMT)836897+61000.09%0
Chipotle Mexican Grill Inc(CMG)96101+5000.11%0
Intel Corp(INTC)03,567+3,567000.09%0
Oracle Corp(ORCL)4,8005,313+513110.27%0
Ishares Russell 2000 Index0426+426000.04%0
AT&T Inc(T)6,6058,802+2,197000.07%0
Meta Platforms Inc Cl A(META)1,0581,036-22000.18%0
TJX Cos Inc(TJX)1,8442,255+411000.10%0
Truist Finl Corp(TFC)4,7254,751+26000.09%0
Bath & Body Works Inc3,2663,419+153000.07%0
General Dynamics Corp(GD)822847+25000.11%0
Mastercard Inc(MA)9851,002+17000.21%0
Grainger Inc(GWW)190199+9000.08%0
Norfolk Southern Corp(NSC)741762+21000.09%0
Adobe Systems Inc(ADBE)266280+14000.08%0
International Business Machines(IBM)1,2281,240+12000.10%0
Marathon Digital Holdings Inc(MARA)02,030+2,030000.02%0
Nisource Inc(NI)016,963+16,963000.22%0
Ishares Russell 2000 Growth0350+350000.04%0
Alphabet Inc Cl A(GOOG)2,0282,106+78000.14%0
Elevance Health INC(ELV)0786+786000.18%0
Goldman Sachs Physical Gold Unit(AAAU)013,389+13,389000.13%0
CVS Health Corp(CVS)2,8202,837+17000.11%0
L3 Harris Technologies Inc Com(LHX)0449+449000.05%0
Masco Corporation(MAS)2,0472,032-15000.07%0
Vanguard Consumer Discretionary
CONSUM DIS ETF
0763+763000.11%0
Blackrock Inc Cl A(BLK)135137+2000.05%0
Nike Inc(NKE)1,6501,680+30000.09%0
SPDR S&P 500(SPY)5055050000.12%0
Honeywell International Inc(HON)801815+14000.08%0
Ishares Russell 2000 Value ETF0145+145000.01%0
SPDR S&P Dividend
ST STR SP DIV
02,281+2,281000.14%0
Advanced Micro Devices(AMD)0503+503000.04%0
CDW Corp(CDW)614643+29000.07%0
Vanguard REIT ETF01,769+1,769000.08%0
Analog Devices(ADI)929928-1000.09%0
Huntington Bancshares(HBAN)08,351+8,351000.05%0
CENCORA INC703707+4000.07%0
Home Depot Inc(HD)497486-11000.08%0
McDonalds Corp(MCD)497502+5000.07%0
Zimmer Biomet Holdings Inc(ZBH)1,1351,182+47000.07%0
Comcast Corp Cl A(CCZ)4,0644,473+409000.10%0
Coca Cola CO(KO)3,0663,176+110000.09%0
GSK PLC ADr(GSK)3,6383,961+323000.07%0
Lilly Eli & CO(LLY)0321+321000.09%0
Verizon Communications Inc(VZ)01,293+1,293000.02%0
First Financial Bancorp(FFBC)03,426+3,426000.04%0
Nextera Energy Inc(NEE)1,7821,907+125000.06%0
Vanguard Financials ETF
FINANCIALS ETF
1,2141,2140000.05%0
Vanguard Industrials ETF
INDUSTRIAL ETF
5575570000.06%0
First Trust Financials Alphadex
FINLS ALPHADEX
02,285+2,285000.05%0
Mondelez International Inc(MDLZ)2,9853,044+59000.11%0
Qualcomm Inc(QCOM)0379+379000.03%0
RTX CORPORATION(RTX)01,083+1,083000.04%0
Servicenow Inc(NOW)083+83000.03%0
Wells Fargo & CO(WFC)0470+470000.01%0
Dollar Tree Stores(DLTR)084+84000.01%0
Freeport McMoran Inc(FCX)1,7841,861+77000.04%0
Visa Inc Cl A(V)0400+400000.05%0
Intuit(INTU)098+98000.03%0
Riot Platforms, Inc(RIOT)01,900+1,900000.01%0
Salesforce Com Inc(CRM)969785-184000.10%0
Charles Schwab Corp(SCHW)1,5401,393-147000.05%0
Equifax Inc(EFX)0144+144000.02%0
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