Finward Bancorp Diversified Active

Location: Munster, IN

CIK: 0000919864 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 21, 2026

Total Value: $129M (100.0% shares, 0.0% debt)

Holdings (104)

MSFT MICROSOFT CORP 6.4%
Value $8.184M Shares 16,923 Est. Cost $422.35 Unrealized +18.5%
VOO VANGUARD S&P 500 ETF 5.9%
Value $7.637M Shares 12,177 Est. Cost $546.46 Unrealized
SKOR FLEXSHARES TR 5.6%
Value $7.151M Shares 145,567 Est. Cost $48.86 Unrealized
CWB STATE STREET SPDR BLOOMBERG 4.8%
Value $6.17M Shares 69,170 Est. Cost $77.89 Unrealized
VUG VANGUARD GROWTH ETF (MKT) 4.6%
Value $5.912M Shares 12,118 Est. Cost $410.44 Unrealized
AAPL APPLE INC 3.9%
Value $4.964M Shares 18,258 Est. Cost $234.51 Unrealized +14.4%
FNWD FINWARD BANCORP 3.7%
Value $4.796M Shares 136,288 Est. Cost $30.46 Unrealized +15.2%
QQQ INVESCO QQQ TRUST 3.5%
Value $4.47M Shares 7,277 Est. Cost $513.52 Unrealized
SPXL DIREXION DAILY S&P500 BULL 3X 3.0%
Value $3.883M Shares 17,600 Est. Cost $220.61 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 2.9%
Value $3.782M Shares 71,744 Est. Cost $73.22 Unrealized
SPGP INVESCO S&P 500 GARP ETF 2.5%
Value $3.252M Shares 28,564 Est. Cost $104.83 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 2.2%
Value $2.871M Shares 13,061 Est. Cost $199.36 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 2.0%
Value $2.617M Shares 6,341 Est. Cost $347.99 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value $2.186M Shares 10,561 Est. Cost $149.60 Unrealized +31.7%
JPM JPMORGAN CHASE & CO 1.7%
Value $2.13M Shares 6,609 Est. Cost $228.03 Unrealized +35.7%
FVD FIRST TRUST VALUE LINE DIVIDEND 1.6%
Value $2.119M Shares 45,985 Est. Cost $43.64 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 1.6%
Value $2.117M Shares 2,808 Est. Cost $620.50 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 1.5%
Value $1.906M Shares 13,502 Est. Cost $125.08 Unrealized
IJH ISHARES CORE S&P MID-CAP (MKT) 1.5%
Value $1.878M Shares 28,456 Est. Cost $62.31 Unrealized
XLK STATE STREET TECHNOLOGY SELECT 1.4%
Value $1.771M Shares 12,304 Est. Cost $187.57 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND 1.4%
Value $1.755M Shares 16,863 Est. Cost $99.57 Unrealized
ABBV ABBVIE INC 1.2%
Value $1.5M Shares 6,566 Est. Cost $177.41 Unrealized +28.3%
VIGI VANGUARD INTL DIV APPREC ETF 1.1%
Value $1.428M Shares 15,619 Est. Cost $82.54 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 1.0%
Value $1.342M Shares 9,353 Est. Cost $128.75 Unrealized
WPM WHEATON PRECIOUS METALS CORP 1.0%
Value $1.34M Shares 11,400 Est. Cost $61.60 Unrealized +73.8%
MCD MCDONALDS CORP COM 1.0%
Value $1.28M Shares 4,189 Est. Cost $290.22 Unrealized +5.1%
AMZN AMAZON.COM INC 1.0%
Value $1.228M Shares 5,318 Est. Cost $204.82 Unrealized +11.7%
NVDA NVIDIA CORPORATION 0.9%
Value $1.223M Shares 6,556 Est. Cost $139.88 Unrealized +33.1%
NI NISOURCE INC 0.9%
Value $1.18M Shares 28,258 Est. Cost $35.10 Unrealized +21.4%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 0.9%
Value $1.153M Shares 9,597 Est. Cost $115.25 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value $1.072M Shares 7,483 Est. Cost $165.73 Unrealized -11.2%
KO COCA COLA CO 0.8%
Value $1.038M Shares 14,852 Est. Cost $63.30 Unrealized +9.6%
VOT VANGUARD MID-CAP GROWTH ETF 0.8%
Value $987K Shares 3,535 Est. Cost $253.75 Unrealized
GLD SPDR GOLD SHARES (MKT) 0.7%
Value $947K Shares 2,390 Est. Cost $242.13 Unrealized
WELL WELLTOWER INC 0.7%
Value $946K Shares 5,096 Est. Cost $128.69 Unrealized +44.9%
V VISA INC 0.7%
Value $917K Shares 2,615 Est. Cost $299.22 Unrealized +13.8%
XOM EXXON MOBIL CORP 0.6%
Value $784K Shares 6,512 Est. Cost $112.36 Unrealized +2.8%
ETR ENTERGY CORP 0.6%
Value $782K Shares 8,460 Est. Cost $69.96 Unrealized +35.1%
DTE DTE ENERGY CO 0.6%
Value $774K Shares 6,000 Est. Cost $118.43 Unrealized +13.8%
COST COSTCO WHOLESALE CORP 0.6%
Value $767K Shares 890 Est. Cost $922.64 Unrealized -1.8%
XLI STATE STREET INDUSTRIAL SELECT 0.6%
Value $758K Shares 4,888 Est. Cost $132.38 Unrealized
GOOGL ALPHABET INC 0.6%
Value $735K Shares 2,348 Est. Cost $175.78 Unrealized +62.5%
VTV VANGUARD VALUE ETF (MKT) 0.6%
Value $724K Shares 3,791 Est. Cost $171.91 Unrealized
AGG ISHARES CORE US AGGBD BD ETF 0.6%
Value $712K Shares 7,132 Est. Cost $96.93 Unrealized
DUK DUKE ENERGY CORP 0.5%
Value $697K Shares 5,943 Est. Cost $108.79 Unrealized +11.7%
FDL FIRST TRUST MORNINGSTAR DIV 0.5%
Value $694K Shares 15,656 Est. Cost $40.26 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value $689K Shares 5,501 Est. Cost $113.33 Unrealized +12.3%
META META PLATFORMS INC 0.5%
Value $674K Shares 1,021 Est. Cost $586.20 Unrealized +13.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value $610K Shares 8,231 Est. Cost $71.91 Unrealized
HD HOME DEPOT INC 0.5%
Value $604K Shares 1,754 Est. Cost $394.79 Unrealized -7.7%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value $597K Shares 1,188 Est. Cost $462.77 Unrealized +7.5%
XLF STATE STREET FINANCIAL SELECT 0.5%
Value $596K Shares 10,881 Est. Cost $48.61 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.5%
Value $589K Shares 6,137 Est. Cost $75.61 Unrealized
TRV TRAVELERS COMPANIES INC 0.5%
Value $580K Shares 2,000 Est. Cost $244.86 Unrealized +14.6%
VHT VANGUARD HEALTH CARE ETF (MKT) 0.4%
Value $576K Shares 2,002 Est. Cost $253.69 Unrealized
SO SOUTHERN COMPANY 0.4%
Value $574K Shares 6,586 Est. Cost $84.51 Unrealized +7.5%
SPY SPDR S&P 500 (MKT) 0.4%
Value $541K Shares 793 Est. Cost $583.61 Unrealized
MDT MEDTRONIC PLC 0.4%
Value $538K Shares 5,600 Est. Cost $83.84 Unrealized +15.9%
VBK VANGUARD SMALL CAP GROWTH ETF 0.4%
Value $527K Shares 1,743 Est. Cost $281.85 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $526K Shares 12,922 Est. Cost $39.40 Unrealized +2.8%
AEP AMERICAN ELECTRIC POWER INC 0.4%
Value $509K Shares 4,412 Est. Cost $93.11 Unrealized +26.4%
BP BP PLC 0.4%
Value $501K Shares 14,438 Est. Cost $29.56 Unrealized
PEP PEPSICO INC 0.4%
Value $492K Shares 3,429 Est. Cost $156.55 Unrealized -6.8%
ENB ENBRIDGE INC 0.4%
Value $472K Shares 9,865 Est. Cost $39.21 Unrealized +20.2%
T AT&T INC 0.4%
Value $471K Shares 18,948 Est. Cost $21.67 Unrealized +16.7%
ELV ELEVANCE HEALTH 0.4%
Value $457K Shares 1,303 Est. Cost $409.27 Unrealized -17.7%
WMT WALMART INC 0.4%
Value $452K Shares 4,059 Est. Cost $86.78 Unrealized +23.5%
VB VANGUARD SMALL CAP ETF (MKT) 0.3%
Value $443K Shares 1,717 Est. Cost $239.88 Unrealized
EXC EXELON CORP 0.3%
Value $417K Shares 9,576 Est. Cost $37.26 Unrealized +22.0%
PM PHILIP MORRIS INTL INC 0.3%
Value $404K Shares 2,521 Est. Cost $120.59 Unrealized +27.3%
LLY ELI LILLY & CO 0.3%
Value $382K Shares 355 Est. Cost $821.14 Unrealized +16.4%
PAYX PAYCHEX INC 0.3%
Value $375K Shares 3,344 Est. Cost $137.31 Unrealized -15.1%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value $356K Shares 2,007 Est. Cost $163.03 Unrealized
UPS UNITED PARCEL SERVICE 0.3%
Value $354K Shares 3,570 Est. Cost $122.34 Unrealized -24.2%
MAR MARRIOTT INTERNATIONAL INC 0.3%
Value $351K Shares 1,131 Est. Cost $271.56 Unrealized +5.1%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value $344K Shares 1,626 Est. Cost $198.18 Unrealized
QCOM QUALCOMM INC 0.3%
Value $339K Shares 1,980 Est. Cost $159.52 Unrealized +7.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value $333K Shares 9,000 Est. Cost $60.27 Unrealized -40.0%
VWO VANGUARD EMERGING MARKETS STOCK 0.3%
Value $327K Shares 6,090 Est. Cost $54.18 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value $325K Shares 570 Est. Cost $492.97 Unrealized +17.4%
SPHD INVESCO S&P 500 HIGH DIV LOW VOL 0.3%
Value $323K Shares 6,721 Est. Cost $48.31 Unrealized
INTC INTEL CORP 0.2%
Value $291K Shares 7,874 Est. Cost $24.23 Unrealized +55.9%
AZN ASTRAZENECA PLC 0.2%
Value $285K Shares 3,098 Est. Cost $73.50 Unrealized
PFE PFIZER INC 0.2%
Value $284K Shares 11,412 Est. Cost $25.12 Unrealized -0.3%
KWR QUAKER CHEM CORP 0.2%
Value $284K Shares 2,065 Est. Cost $157.80 Unrealized -14.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value $282K Shares 841 Est. Cost $308.19 Unrealized
BNTX BIONTECH SE 0.2%
Value $280K Shares 2,940 Est. Cost $113.95 Unrealized
EMR EMERSON ELEC CO 0.2%
Value $273K Shares 2,060 Est. Cost $119.02 Unrealized +11.2%
TAXF AMERICAN CENTURY DIVERSIFIED 0.2%
Value $271K Shares 5,379 Est. Cost $50.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value $267K Shares 900 Est. Cost $239.40 Unrealized +24.8%
VRP INVESCO VARIABLE RATE PREFERRED 0.2%
Value $266K Shares 10,945 Est. Cost $24.20 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $266K Shares 4,607 Est. Cost $48.82 Unrealized +21.6%
DTM DT MIDSTREAM INC 0.2%
Value $262K Shares 2,185 Est. Cost $91.78 Unrealized +24.5%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value $253K Shares 2,862 Est. Cost $91.42 Unrealized
CVX CHEVRON CORP 0.2%
Value $245K Shares 1,609 Est. Cost $145.97 Unrealized +3.7%
DHR DANAHER CORP 0.2%
Value $229K Shares 1,000 Est. Cost $219.54 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH 0.2%
Value $222K Shares 468 Est. Cost $468.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $221K Shares 456 Est. Cost $527.20 Unrealized -9.7%
LIN LINDE PLC 0.2%
Value $220K Shares 517 Est. Cost $448.71 Unrealized -4.8%
CSX CSX CORP 0.2%
Value $220K Shares 6,072 Est. Cost $33.93 Unrealized +5.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $214K Shares 243 Est. Cost $813.35 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.2%
Value $213K Shares 1,730 Est. Cost $107.15 Unrealized 0.0%
TIP ISHARES TIPS BOND (MKT) 0.2%
Value $204K Shares 1,856 Est. Cost $111.09 Unrealized
BITF BITFARMS LTD 0.0%
Value $31,690 Shares 13,485 Est. Cost $2.00 Unrealized +71.2%