Fund HoldingsFIRST FINANCIAL CORP /IN/

Total Portfolio Value
$196.54M
Total Bought
$20.94M
Total Sold
$10.15M
Net Transaction
+$10.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST FINANCIAL CORPORATION(THFF)699,779735,719+35,94023,65331,65116.10%+7,998
VANGUARD S&P 500 ETF046,290+46,290020,21910.29%+20,219
VANGUARD FTSE DEVELOPED MARKETS ETF64,03086,933+22,9032,7994,1642.12%+1,365
MICROSOFT CORP(MSFT)19,83519,670-1656,2637,3963.76%+1,134
VANGUARD SMALL-CAP ETF012,547+12,54702,6771.36%+2,677
VANGUARD INFORMATION TECHNOLOGY INDEX
INF TECH ETF
018,444+18,44408,9274.54%+8,927
VANGUARD MID CAP ETF015,593+15,59303,6281.85%+3,628
APPLE INC(AAPL)28,95328,688-2654,9575,5232.81%+566
I SHARE TR DJ US REAL ESTATE010,887+10,88709950.51%+995
AVANTIS US SMALL CAP VALUE018,583+18,58301,6690.85%+1,669
NEXTERA ENERGY INC(NEE)013,753+13,75308350.43%+835
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
05,556+5,55609360.48%+936
BOEING CO(BA)5,2565,274+181,0071,3750.70%+367
BROADCOM INC(AVGO)1,0631,112+498831,2410.63%+358
SPDR S&P 500 ETF TRUST(SPY)7531,415+6623226730.34%+351
ABBOTT LABS21,11621,433+3172,0452,3591.20%+314
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
013,667+13,66703,4261.74%+3,426
VANGUARD FINANCIAL ETF
FINANCIALS ETF
028,289+28,28902,6101.33%+2,610
VANGUARD SM-CAP GRWTH ETF1,6182,573+9553476220.32%+276
JPMORGAN CHASE & COMPANY(JPM)12,57712,288-2891,8242,0901.06%+266
VANGUARD TELECOMMUNICATION SERVICES ETF
COMM SRVC ETF
019,422+19,42202,2861.16%+2,286
AMAZON.COM INC(AMZN)8,3008,370+701,0551,2720.65%+217
VISA INC CLASS A SHARES(V)5,7425,893+1511,3211,5340.78%+213
UNION PAC CORP(UNP)3,0183,350+3326158230.42%+208
LILLY ELI & CO(LLY)4,7804,737-432,5672,7611.40%+194
VANGUARD FTSE EMERGING MKTS ETF018,232+18,23207490.38%+749
NIKE INC CL B(NKE)12,19012,383+1931,1661,3440.68%+179
CHARLES SCHWAB CORP(SCHW)014,050+14,05009660.49%+966
VANGUARD CONSUMER DISCRETIONARY
CONSUM DIS ETF
07,247+7,24702,2071.12%+2,207
MCDONALDS CORP(MCD)03,666+3,66601,0870.55%+1,087
HOME DEPOT INC(HD)4,2014,156-451,2691,4400.73%+171
AMERICAN TOWER CORP(AMT)02,775+2,77505990.30%+599
INTEL CORP(INTC)14,45913,433-1,0265146750.34%+161
PALO ALTO NETWORKS INC(PANW)03,985+3,98501,1750.60%+1,175
VANGUARD INDUSTRIALS ETF
INDUSTRIAL ETF
06,943+6,94301,5300.78%+1,530
HONEYWELL INT'L INC(HON)05,709+5,70901,1970.61%+1,197
LOCKHEED MARTIN CORP(LMT)3,1883,207+191,3041,4530.74%+150
SALESFORCE.COM INC(CRM)2,5302,507-235136600.34%+147
WASTE CONNECTIONS INC(WCN)09,750+9,75001,4550.74%+1,455
INVESCO QQQ TRUST SERIES 102,632+2,63201,0780.55%+1,078
PAYPAL HOLDINGS INC(PYPL)012,438+12,43807640.39%+764
ATRION CORPORATION0360+36001360.07%+136
META PLATFORM INC-CLASS A(META)5,0634,656-4071,5201,6480.84%+128
VANGUARD REIT ETF09,205+9,20508130.41%+813
AMERICAN EXPRESS CO(AXP)01,106+1,10602070.11%+207
VANGUARD UTILITIES ETF
UTILITIES ETF
05,665+5,66507760.40%+776
THE ALLSTATE CORPORATION(ALL)03,836+3,83605370.27%+537
VANGUARD CONSUMER STAPLE ETF FUND
CONSUM STP ETF
06,363+6,36301,2150.62%+1,215
ISHARES TR RUSSELL 1000 GROW02,685+2,68508140.41%+814
THERMO FISHER SCIENTIFIC INC(TMO)02,106+2,10601,1180.57%+1,118
ISHARES TR MSCI EAFE GROWTH ETF02,161+2,16102090.11%+209
NVIDIA CORP(NVDA)03,789+3,78901,8760.95%+1,876
NOVO-NORDISK A/S-SPONS ADR(NVO)6,4326,550+1185856780.34%+93
ALPHABET INC - CL A(GOOG)8,9979,077+801,1771,2680.65%+91
BANK OF AMERICA CORP12,13612,526+3903324220.21%+89
STARBUCKS CORPORATION(SBUX)011,301+11,30101,0850.55%+1,085
ISHARES TR RUSSELL 1000 VALUE ETF07,286+7,28601,2040.61%+1,204
BHP BILLITON LTD SPON ADR05,858+5,85804000.20%+400
LENNAR CORPORATION(LEN)2,2682,26802553380.17%+83
REPUBLIC SERVICES INC(RSG)02,858+2,85804710.24%+471
SHELL PLC-ADR(SHEL)3,3124,471+1,1592132940.15%+81
INTERNATL BUSINESS MACHINES(IBM)01,022+1,02201670.09%+167
COSTCO WHOLESALE CORP NEW(COST)1,1721,123-496627410.38%+79
ISHARES TR CORE S&P MID-CAP0353+3530980.05%+98
LINDE PLC(LIN)02,425+2,42509960.51%+996
QUALCOMM INCORPORATED(QCOM)2,1802,18002423150.16%+73
MERCK & CO INC(MRK)15,42115,210-2111,5881,6580.84%+71
MONDELEZ INTERNATIONAL INC(MDLZ)013,472+13,47209760.50%+976
SPDR DOW JONES INDUSTRIAL AVG ETF TRUST(DIA)01,532+1,53205770.29%+577
WISDMTREE EMERG MKT EX-ST OW(WT)013,383+13,38303860.20%+386
SYSCO CORPORATION(SYY)07,257+7,25705310.27%+531
DISNEY WALT COMPANY(DIS)5,1215,321+2004154800.24%+65
ISHARES TR MSCI EAFE ETF02,887+2,88702180.11%+218
ADOBE SYSTEMS INC(ADBE)260328+681331960.10%+63
ACCENTURE PLC
SHS CLASS A
1,4151,41504354970.25%+62
SCHWAB US DVD EQUITY ETF09,158+9,15806970.35%+697
ALPHABET INC - CL C(GOOG)4,0774,227+1505385960.30%+58
CHUBB LIMITED
COM
0681+68101540.08%+154
INTUIT COM(INTU)0182+18201140.06%+114
KIMBALL ELECTRONICS INC02,000+2,0000540.03%+54
SPDR GOLD TRUST(GLD)8651,042+1771481990.10%+51
WASTE MANAGEMENT INC NEW(WM)1,8911,89102883390.17%+50
TARGET CORPORATION(TGT)0402+4020570.03%+57
AMPHENOL CORPORATION0496+4960490.03%+49
UNITEDHEALTH GROUP INC(UNH)2,4442,432-121,2321,2800.65%+48
FIRST INTERNET BK OF IN6,0006,0000971450.07%+48
WELLS FARGO & CO NEW(WFC)4,3814,595+2141792260.12%+47
CATERPILLAR INC DEL(CAT)2,1332,129-45826290.32%+47
HALLIBURTON CO(HAL)02,037+2,0370740.04%+74
COLGATE-PALMOLIVE CO(CL)5,2485,24803734180.21%+45
VANGUARD MATERIALS ETF
MATERIALS ETF
03,241+3,24106160.31%+616
COCA COLA CO(KO)015,350+15,35009050.46%+905
SERVICENOW INC(NOW)0106+1060750.04%+75
RAYONIER INC(RYN)8,4728,47202412830.14%+42
NORFOLK SOUTHERN CORP(NSC)0559+55901320.07%+132
ADVANCED MICRO DEVICES INC(AMD)0927+92701370.07%+137
SIMON PPTY GROUP INC NEW(SPG)0748+74801070.05%+107
MARRIOTT INT'L CL A(MAR)1,3191,31902592970.15%+38
SCHLUMBERGER LTD(SLB)1,7792,718+9391041410.07%+38
CDW CORP/DE(CDW)0456+45601040.05%+104
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