Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| First Financial Corp(THFF) | 0 | 753,417 | +753,417 | 0 | 33,037 | 15.77% | +33,037 |
| Vanguard S&P 500 ETF | 0 | 46,823 | +46,823 | 0 | 24,707 | 11.79% | +24,707 |
| Vanguard Info Technology ETF INF TECH ETF | 0 | 18,079 | +18,079 | 0 | 10,604 | 5.06% | +10,604 |
| Microsoft Corp(MSFT) | 0 | 17,642 | +17,642 | 0 | 7,591 | 3.62% | +7,591 |
| Vanguard FTSE Developed Market | 0 | 126,393 | +126,393 | 0 | 6,675 | 3.19% | +6,675 |
| Apple Inc(AAPL) | 0 | 21,062 | +21,062 | 0 | 4,907 | 2.34% | +4,907 |
| Eli Lilly & CO(LLY) | 0 | 4,857 | +4,857 | 0 | 4,303 | 2.05% | +4,303 |
| Vanguard Health Care ETF HEALTH CAR ETF | 0 | 11,999 | +11,999 | 0 | 3,386 | 1.62% | +3,386 |
| Vanguard Small-Cap ETF | 0 | 13,782 | +13,782 | 0 | 3,269 | 1.56% | +3,269 |
| Vanguard Mid-Cap ETF | 0 | 11,561 | +11,561 | 0 | 3,050 | 1.46% | +3,050 |
| Vanguard Financial ETF FINANCIALS ETF | 0 | 25,888 | +25,888 | 0 | 2,845 | 1.36% | +2,845 |
| Nvidia Corp(NVDA) | 0 | 21,322 | +21,322 | 0 | 2,589 | 1.24% | +2,589 |
| Vanguard Telecom Svc ETF COMM SRVC ETF | 0 | 17,474 | +17,474 | 0 | 2,541 | 1.21% | +2,541 |
| Vanguard Consumer Discretionar CONSUM DIS ETF | 0 | 7,438 | +7,438 | 0 | 2,532 | 1.21% | +2,532 |
| JPMorgan Chase(JPM) | 0 | 11,546 | +11,546 | 0 | 2,435 | 1.16% | +2,435 |
| Vanguard Industrials ETF INDUSTRIAL ETF | 0 | 9,093 | +9,093 | 0 | 2,365 | 1.13% | +2,365 |
| Exxon Mobil Corp | 0 | 18,352 | +18,352 | 0 | 2,151 | 1.03% | +2,151 |
| Abbvie Inc(ABBV) | 0 | 10,168 | +10,168 | 0 | 2,008 | 0.96% | +2,008 |
| Meta Platform Inc(META) | 0 | 3,360 | +3,360 | 0 | 1,923 | 0.92% | +1,923 |
| Procter And Gamble(PG) | 0 | 11,102 | +11,102 | 0 | 1,923 | 0.92% | +1,923 |
| Abbott Lab | 0 | 16,439 | +16,439 | 0 | 1,874 | 0.89% | +1,874 |
| Broadcom Inc(AVGO) | 0 | 10,340 | +10,340 | 0 | 1,784 | 0.85% | +1,784 |
| Waste Connections(WCN) | 0 | 9,750 | +9,750 | 0 | 1,743 | 0.83% | +1,743 |
| Vanguard Mega Cap | 0 | 8,093 | +8,093 | 0 | 1,672 | 0.80% | +1,672 |
| Home Depot Inc(HD) | 0 | 4,016 | +4,016 | 0 | 1,627 | 0.78% | +1,627 |
| Lockheed Martin Corp(LMT) | 0 | 2,674 | +2,674 | 0 | 1,563 | 0.75% | +1,563 |
| iShares Russell 1000 | 0 | 4,597 | +4,597 | 0 | 1,445 | 0.69% | +1,445 |
| iShares US Real Est. | 0 | 14,184 | +14,184 | 0 | 1,445 | 0.69% | +1,445 |
| Merck And Co Inc(MRK) | 0 | 12,350 | +12,350 | 0 | 1,402 | 0.67% | +1,402 |
| Alphabet Inc - Cl A(GOOG) | 0 | 8,075 | +8,075 | 0 | 1,339 | 0.64% | +1,339 |
| Invseco Nasdaq 100 ETF NASDAQ 100 ETF | 0 | 6,575 | +6,575 | 0 | 1,321 | 0.63% | +1,321 |
| Avantis US Small Cap | 0 | 13,432 | +13,432 | 0 | 1,289 | 0.62% | +1,289 |
| Thermo Fisher Scient(TMO) | 0 | 2,078 | +2,078 | 0 | 1,285 | 0.61% | +1,285 |
| Invesco QQQTrust SE | 0 | 2,619 | +2,619 | 0 | 1,278 | 0.61% | +1,278 |
| Visa Inc Cl A Shs(V) | 0 | 4,606 | +4,606 | 0 | 1,266 | 0.60% | +1,266 |
| Walmart Inc(WMT) | 0 | 15,591 | +15,591 | 0 | 1,259 | 0.60% | +1,259 |
| SPDR Portfolio S&P ST STR P500GRW | 0 | 15,032 | +15,032 | 0 | 1,247 | 0.60% | +1,247 |
| Nextera Energy Inc(NEE) | 0 | 14,537 | +14,537 | 0 | 1,229 | 0.59% | +1,229 |
| Unitedhealth Grp(UNH) | 0 | 1,933 | +1,933 | 0 | 1,130 | 0.54% | +1,130 |
| Comcast Corp(CCZ) | 0 | 25,359 | +25,359 | 0 | 1,059 | 0.51% | +1,059 |
| Amazon.Com Inc(AMZN) | 0 | 5,627 | +5,627 | 0 | 1,048 | 0.50% | +1,048 |
| Palo Alto Networks I(PANW) | 0 | 3,062 | +3,062 | 0 | 1,047 | 0.50% | +1,047 |
| Vanguard Energy ETF ENERGY ETF | 0 | 8,518 | +8,518 | 0 | 1,043 | 0.50% | +1,043 |
| Vanguard Consumer Staple ETF CONSUM STP ETF | 0 | 4,747 | +4,747 | 0 | 1,037 | 0.49% | +1,037 |
| iShares Russell 1000 | 0 | 5,350 | +5,350 | 0 | 1,015 | 0.48% | +1,015 |
| Coca Cola CO(KO) | 0 | 13,588 | +13,588 | 0 | 976 | 0.47% | +976 |
| Linde PLC(LIN) | 0 | 2,044 | +2,044 | 0 | 975 | 0.47% | +975 |
| Nike Inc(NKE) | 0 | 10,981 | +10,981 | 0 | 971 | 0.46% | +971 |
| Starbucks Corp(SBUX) | 0 | 9,887 | +9,887 | 0 | 964 | 0.46% | +964 |
| Mondelez Intl(MDLZ) | 0 | 12,714 | +12,714 | 0 | 937 | 0.45% | +937 |
| Costco Whsl Corp(COST) | 0 | 1,056 | +1,056 | 0 | 936 | 0.45% | +936 |
| Vanguard FTSE Emerging Mkt | 0 | 19,486 | +19,486 | 0 | 932 | 0.45% | +932 |
| iShares Russell 1000 | 0 | 2,464 | +2,464 | 0 | 925 | 0.44% | +925 |
| Charles Schwab Corp(SCHW) | 0 | 13,806 | +13,806 | 0 | 895 | 0.43% | +895 |
| Paypal Holdings Inc(PYPL) | 0 | 11,270 | +11,270 | 0 | 879 | 0.42% | +879 |
| BP P.L.C.(BP) | 0 | 27,691 | +27,691 | 0 | 869 | 0.41% | +869 |
| Vanguard REIT ETF | 0 | 8,602 | +8,602 | 0 | 838 | 0.40% | +838 |
| American Tower Corp(AMT) | 0 | 3,575 | +3,575 | 0 | 831 | 0.40% | +831 |
| McDonalds Corp(MCD) | 0 | 2,647 | +2,647 | 0 | 806 | 0.38% | +806 |
| SPDR S&P 500 ETF Tr(SPY) | 0 | 1,391 | +1,391 | 0 | 798 | 0.38% | +798 |
| Chevron Corp(CVX) | 0 | 5,325 | +5,325 | 0 | 784 | 0.37% | +784 |
| Novo-Nordisk ADR(NVO) | 0 | 6,470 | +6,470 | 0 | 770 | 0.37% | +770 |
| Union Pacific Corp(UNP) | 0 | 3,125 | +3,125 | 0 | 770 | 0.37% | +770 |
| Vanguard Utilities UTILITIES ETF | 0 | 4,352 | +4,352 | 0 | 757 | 0.36% | +757 |
| Schwab Dvd Equity | 0 | 8,312 | +8,312 | 0 | 703 | 0.34% | +703 |
| Johnson Control Intl SHS | 0 | 8,687 | +8,687 | 0 | 674 | 0.32% | +674 |
| SPDR DJ Indust ETF(DIA) | 0 | 1,512 | +1,512 | 0 | 640 | 0.31% | +640 |
| Sysco Corp(SYY) | 0 | 7,899 | +7,899 | 0 | 617 | 0.29% | +617 |
| Rtx Corp(RTX) | 0 | 4,992 | +4,992 | 0 | 605 | 0.29% | +605 |
| Wisdmtree Emerg Mkt(WT) | 0 | 18,098 | +18,098 | 0 | 598 | 0.29% | +598 |
| Elevance Health Inc(ELV) | 0 | 1,090 | +1,090 | 0 | 567 | 0.27% | +567 |
| Vanguard Materials ETF MATERIALS ETF | 0 | 2,654 | +2,654 | 0 | 561 | 0.27% | +561 |
| Caterpillar Tractor(CAT) | 0 | 1,408 | +1,408 | 0 | 551 | 0.26% | +551 |
| Cisco Systems Inc(CSCO) | 0 | 9,679 | +9,679 | 0 | 515 | 0.25% | +515 |
| Republic Services(RSG) | 0 | 2,564 | +2,564 | 0 | 515 | 0.25% | +515 |
| Pepsico Inc(PEP) | 0 | 3,006 | +3,006 | 0 | 511 | 0.24% | +511 |
| Bristol-Myers Squibb(BMY) | 0 | 9,753 | +9,753 | 0 | 505 | 0.24% | +505 |
| Accenture PLC SHS CLASS A | 0 | 1,415 | +1,415 | 0 | 500 | 0.24% | +500 |
| Honeywell Int'l Inc(HON) | 0 | 2,413 | +2,413 | 0 | 499 | 0.24% | +499 |
| Vanguard Sm-Cap | 0 | 1,779 | +1,779 | 0 | 476 | 0.23% | +476 |
| Salesforce(CRM) | 0 | 1,732 | +1,732 | 0 | 474 | 0.23% | +474 |
| Johnson-Johnson(JNJ) | 0 | 2,727 | +2,727 | 0 | 442 | 0.21% | +442 |
| Suncor Energy Inc(SU) | 0 | 11,686 | +11,686 | 0 | 431 | 0.21% | +431 |
| Vanguard Russell2000 VNG RUS2000IDX | 0 | 4,808 | +4,808 | 0 | 430 | 0.21% | +430 |
| iShares Russell Mid | 0 | 4,840 | +4,840 | 0 | 427 | 0.20% | +427 |
| Mastercard Inc(MA) | 0 | 858 | +858 | 0 | 424 | 0.20% | +424 |
| Bank of America Corp | 0 | 10,672 | +10,672 | 0 | 423 | 0.20% | +423 |
| Lennar Corp(LEN) | 0 | 2,218 | +2,218 | 0 | 416 | 0.20% | +416 |
| Oracle Systems Corp(ORCL) | 0 | 2,420 | +2,420 | 0 | 412 | 0.20% | +412 |
| Walt Disney CO(DIS) | 0 | 4,284 | +4,284 | 0 | 412 | 0.20% | +412 |
| Pfizer Inc(PFE) | 0 | 14,120 | +14,120 | 0 | 409 | 0.20% | +409 |
| Marathon Pete(MPC) | 0 | 2,429 | +2,429 | 0 | 396 | 0.19% | +396 |
| Lowes Companies Inc(LOW) | 0 | 1,358 | +1,358 | 0 | 368 | 0.18% | +368 |
| Texas Instruments(TXN) | 0 | 1,741 | +1,741 | 0 | 360 | 0.17% | +360 |
| iShares Russell Midcap | 0 | 2,718 | +2,718 | 0 | 359 | 0.17% | +359 |
| Wells Fargo & CO(WFC) | 0 | 6,286 | +6,286 | 0 | 355 | 0.17% | +355 |
| iShares Core MSCI Ea CORE MSCI EAFE | 0 | 4,345 | +4,345 | 0 | 339 | 0.16% | +339 |
| BHP Billiton Ltd ADR | 0 | 5,429 | +5,429 | 0 | 337 | 0.16% | +337 |
| Danaher Corp(DHR) | 0 | 1,147 | +1,147 | 0 | 319 | 0.15% | +319 |
| Marriott Intl - A(MAR) | 0 | 1,278 | +1,278 | 0 | 318 | 0.15% | +318 |