Finward Bancorp Diversified Active

Location: Munster, IN

CIK: 0000919864 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 10, 2026

Total Value: $125M (100.0% shares, 0.0% debt)

Holdings (104)

SKOR FLEXSHARES TR 6.4%
Value $8.049M Shares 165,547 Est. Cost $48.83 Unrealized
VOO VANGUARD S&P 500 ETF 6.1%
Value $7.599M Shares 12,717 Est. Cost $548.63 Unrealized
CWB STATE STREET SPDR BLOOMBERG 5.1%
Value $6.419M Shares 70,137 Est. Cost $78.08 Unrealized
MSFT MICROSOFT CORP 5.0%
Value $6.272M Shares 16,943 Est. Cost $422.35 Unrealized +2.9%
VUG VANGUARD GROWTH ETF (MKT) 4.1%
Value $5.105M Shares 11,688 Est. Cost $410.44 Unrealized
FNWD FINWARD BANCORP 3.8%
Value $4.776M Shares 131,560 Est. Cost $30.46 Unrealized +19.7%
AAPL APPLE INC 3.6%
Value $4.554M Shares 17,945 Est. Cost $234.51 Unrealized +12.1%
QQQ INVESCO QQQ TRUST 3.5%
Value $4.353M Shares 7,542 Est. Cost $515.75 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X 2.6%
Value $3.254M Shares 17,600 Est. Cost $220.61 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 2.4%
Value $3.039M Shares 14,130 Est. Cost $200.55 Unrealized
SPGP INVESCO S&P 500 GARP ETF 2.4%
Value $3.013M Shares 27,994 Est. Cost $104.83 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 2.4%
Value $2.99M Shares 71,744 Est. Cost $73.22 Unrealized
JNJ JOHNSON & JOHNSON 2.1%
Value $2.58M Shares 10,553 Est. Cost $149.60 Unrealized +52.3%
MGK VANGUARD MEGA CAP GROWTH ETF 1.9%
Value $2.347M Shares 6,388 Est. Cost $347.99 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND 1.7%
Value $2.102M Shares 44,700 Est. Cost $43.64 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 1.6%
Value $1.995M Shares 2,860 Est. Cost $621.91 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 1.6%
Value $1.944M Shares 13,414 Est. Cost $125.08 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value $1.939M Shares 6,593 Est. Cost $228.03 Unrealized +36.6%
IJH ISHARES CORE S&P MID-CAP (MKT) 1.5%
Value $1.925M Shares 28,511 Est. Cost $62.31 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND 1.3%
Value $1.688M Shares 15,926 Est. Cost $99.57 Unrealized
VIGI VANGUARD INTL DIV APPREC ETF 1.3%
Value $1.602M Shares 18,114 Est. Cost $83.35 Unrealized
XLK STATE STREET TECHNOLOGY SELECT 1.2%
Value $1.561M Shares 11,749 Est. Cost $187.57 Unrealized
WPM WHEATON PRECIOUS METALS CORP 1.2%
Value $1.494M Shares 11,400 Est. Cost $61.60 Unrealized +127.0%
VYM VANGUARD HIGH DIVIDEND YIELD 1.1%
Value $1.424M Shares 9,613 Est. Cost $129.28 Unrealized
ABBV ABBVIE INC 1.1%
Value $1.402M Shares 6,446 Est. Cost $177.41 Unrealized +25.5%
NI NISOURCE INC 1.1%
Value $1.314M Shares 28,158 Est. Cost $35.10 Unrealized +25.3%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.0%
Value $1.281M Shares 10,302 Est. Cost $115.87 Unrealized
MCD MCDONALDS CORP COM 1.0%
Value $1.244M Shares 4,003 Est. Cost $290.22 Unrealized +9.3%
KO COCA COLA CO 0.9%
Value $1.125M Shares 14,787 Est. Cost $63.30 Unrealized +18.1%
AMZN AMAZON COM INC 0.9%
Value $1.086M Shares 5,213 Est. Cost $204.82 Unrealized +10.7%
XOM EXXON MOBIL CORP 0.9%
Value $1.084M Shares 6,387 Est. Cost $112.36 Unrealized +23.5%
PG PROCTER & GAMBLE CO 0.9%
Value $1.081M Shares 7,483 Est. Cost $165.73 Unrealized -8.4%
WELL WELLTOWER INC 0.8%
Value $983K Shares 4,971 Est. Cost $128.69 Unrealized +45.3%
VTV VANGUARD VALUE ETF (MKT) 0.8%
Value $965K Shares 4,916 Est. Cost $177.47 Unrealized
GLD SPDR GOLD SHARES (MKT) 0.8%
Value $955K Shares 2,220 Est. Cost $242.13 Unrealized
ETR ENTERGY CORP 0.8%
Value $951K Shares 8,460 Est. Cost $69.96 Unrealized +39.2%
VOT VANGUARD MID-CAP GROWTH ETF 0.7%
Value $887K Shares 3,445 Est. Cost $253.75 Unrealized
DTE DTE ENERGY CO 0.7%
Value $877K Shares 6,000 Est. Cost $118.43 Unrealized +15.5%
FDL FIRST TRUST MORNINGSTAR DIV 0.6%
Value $795K Shares 15,656 Est. Cost $40.26 Unrealized
XLI STATE STREET INDUSTRIAL SELECT 0.6%
Value $789K Shares 4,878 Est. Cost $132.38 Unrealized
DUK DUKE ENERGY CORP 0.6%
Value $778K Shares 5,943 Est. Cost $108.79 Unrealized +11.1%
V VISA INC 0.6%
Value $771K Shares 2,550 Est. Cost $299.22 Unrealized +10.0%
NVDA NVIDIA CORPORATION 0.6%
Value $751K Shares 4,306 Est. Cost $139.88 Unrealized +33.4%
AGG ISHARES CORE US AGGBD BD ETF 0.6%
Value $703K Shares 7,077 Est. Cost $96.93 Unrealized
BP BP PLC 0.5%
Value $679K Shares 14,438 Est. Cost $29.56 Unrealized
GOOGL ALPHABET INC 0.5%
Value $675K Shares 2,348 Est. Cost $175.78 Unrealized +83.9%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $644K Shares 12,823 Est. Cost $39.40 Unrealized +11.2%
SO SOUTHERN COMPANY 0.5%
Value $636K Shares 6,586 Est. Cost $84.51 Unrealized +5.9%
EFA ISHARES MSCI EAFE (MKT) 0.5%
Value $594K Shares 6,112 Est. Cost $75.61 Unrealized
META META PLATFORMS INC 0.5%
Value $584K Shares 1,021 Est. Cost $586.20 Unrealized +11.8%
TRV TRAVELERS COMPANIES INC 0.5%
Value $583K Shares 2,000 Est. Cost $244.86 Unrealized +17.8%
HD HOME DEPOT INC 0.5%
Value $577K Shares 1,754 Est. Cost $394.79 Unrealized -4.5%
AEP AMERICAN ELECTRIC POWER INC 0.5%
Value $573K Shares 4,372 Est. Cost $93.11 Unrealized +29.5%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value $569K Shares 1,188 Est. Cost $462.77 Unrealized +6.6%
ABT ABBOTT LABORATORIES 0.4%
Value $560K Shares 5,451 Est. Cost $113.33 Unrealized +1.8%
T AT&T INC 0.4%
Value $546K Shares 18,818 Est. Cost $21.67 Unrealized +18.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.4%
Value $540K Shares 7,331 Est. Cost $71.91 Unrealized
XLF STATE STREET FINANCIAL SELECT 0.4%
Value $534K Shares 10,821 Est. Cost $48.61 Unrealized
ENB ENBRIDGE INC 0.4%
Value $534K Shares 9,865 Est. Cost $39.21 Unrealized +23.9%
VHT VANGUARD HEALTH CARE ETF (MKT) 0.4%
Value $530K Shares 1,947 Est. Cost $253.69 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.4%
Value $523K Shares 1,997 Est. Cost $242.97 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.4%
Value $517K Shares 795 Est. Cost $583.61 Unrealized
PEP PEPSICO INC 0.4%
Value $517K Shares 3,327 Est. Cost $156.55 Unrealized -1.2%
WMT WALMART INC 0.4%
Value $504K Shares 4,059 Est. Cost $86.78 Unrealized +40.6%
VBK VANGUARD SMALL CAP GROWTH ETF 0.4%
Value $500K Shares 1,655 Est. Cost $281.85 Unrealized
MDT MEDTRONIC PLC 0.4%
Value $485K Shares 5,600 Est. Cost $83.84 Unrealized +18.7%
EXC EXELON CORP 0.4%
Value $469K Shares 9,576 Est. Cost $37.26 Unrealized +21.1%
PM PHILIP MORRIS INTL INC 0.3%
Value $404K Shares 2,446 Est. Cost $120.59 Unrealized +45.9%
NOC NORTHROP GRUMMAN CORP 0.3%
Value $389K Shares 570 Est. Cost $492.97 Unrealized +36.7%
ELV ELEVANCE HEALTH 0.3%
Value $381K Shares 1,303 Est. Cost $409.27 Unrealized -14.1%
MAR MARRIOTT INTERNATIONAL INC 0.3%
Value $370K Shares 1,131 Est. Cost $271.56 Unrealized +21.8%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value $362K Shares 1,962 Est. Cost $163.03 Unrealized
UPS UNITED PARCEL SERVICE 0.3%
Value $351K Shares 3,570 Est. Cost $122.34 Unrealized -10.2%
INTC INTEL CORP 0.3%
Value $347K Shares 7,874 Est. Cost $24.23 Unrealized +91.6%
CVX CHEVRON CORP 0.3%
Value $333K Shares 1,609 Est. Cost $145.97 Unrealized +17.7%
LLY ELI LILLY & CO 0.3%
Value $327K Shares 355 Est. Cost $821.14 Unrealized +27.5%
PFE PFIZER INC 0.3%
Value $320K Shares 11,412 Est. Cost $25.12 Unrealized +4.2%
VWO VANGUARD EMERGING MARKETS STOCK 0.3%
Value $319K Shares 5,910 Est. Cost $54.18 Unrealized
PAYX PAYCHEX INC 0.2%
Value $308K Shares 3,344 Est. Cost $137.31 Unrealized -25.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value $305K Shares 1,406 Est. Cost $198.18 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value $305K Shares 1,548 Est. Cost $190.39 Unrealized 0.0%
MO ALTRIA GROUP INC 0.2%
Value $304K Shares 4,607 Est. Cost $48.82 Unrealized +29.1%
DTM DT MIDSTREAM INC 0.2%
Value $294K Shares 2,185 Est. Cost $91.78 Unrealized +37.2%
COST COSTCO WHOLESALE CORP 0.2%
Value $289K Shares 290 Est. Cost $922.64 Unrealized +4.5%
LMT LOCKHEED MARTIN CORP 0.2%
Value $276K Shares 456 Est. Cost $527.20 Unrealized +14.0%
EMR EMERSON ELEC CO 0.2%
Value $270K Shares 2,060 Est. Cost $119.02 Unrealized +24.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value $270K Shares 841 Est. Cost $308.19 Unrealized
TAXF AMERICAN CENTURY DIVERSIFIED 0.2%
Value $269K Shares 5,379 Est. Cost $50.40 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED 0.2%
Value $262K Shares 10,945 Est. Cost $24.20 Unrealized
BNTX BIONTECH SE 0.2%
Value $261K Shares 2,935 Est. Cost $113.95 Unrealized
KWR QUAKER CHEM CORP 0.2%
Value $257K Shares 2,065 Est. Cost $157.80 Unrealized +1.7%
LIN LINDE PLC 0.2%
Value $256K Shares 517 Est. Cost $448.71 Unrealized +2.5%
SPHD INVESCO S&P 500 HIGH DIV LOW VOL 0.2%
Value $256K Shares 5,151 Est. Cost $48.31 Unrealized
QCOM QUALCOMM INC 0.2%
Value $255K Shares 1,980 Est. Cost $159.52 Unrealized -3.5%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value $249K Shares 2,812 Est. Cost $91.42 Unrealized
CSX CSX CORP 0.2%
Value $249K Shares 6,072 Est. Cost $33.93 Unrealized +13.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value $240K Shares 7,500 Est. Cost $60.27 Unrealized -35.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $224K Shares 3,695 Est. Cost $57.43 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS SR 0.2%
Value $218K Shares 900 Est. Cost $239.40 Unrealized +18.6%
WEC WEC ENERGY GROUP INC 0.2%
Value $213K Shares 1,843 Est. Cost $109.91 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $206K Shares 243 Est. Cost $813.35 Unrealized +14.7%
DE DEERE & COMPANY 0.2%
Value $205K Shares 364 Est. Cost $551.35 Unrealized 0.0%
TIP ISHARES TIPS BOND (MKT) 0.2%
Value $205K Shares 1,856 Est. Cost $111.09 Unrealized
BITF KEEL INFRASTRUCTURE CORP 0.0%
Value $26,296 Shares 13,485 Est. Cost $2.00 Unrealized +23.0%