CIK: 0001646639
申报总市值
US$19.3亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 61.22% | +0.03% | +31.39% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-其他 | 15.59% | — | — | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 8.42% | — | -35.64% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 5.40% | -0.07% | -21.54% | |
| 5 | MLPXUSD | Global X Mlp & Energy Infras | ETF-其他 | 1.63% | — | +2.77% | |
| 6 | LCNB | Lcnb Corporation | 股票-其他 | 1.32% | — | — | |
| 7 | MZTI | Marzetti Company/the | 股票-非周期性消费 | 0.94% | -0.02% | -4.61% | |
| 8 | AAPL | Apple INC | 股票-科技 | 0.70% | +0.14% | +90.32% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.47% | — | — | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.43% | +0.04% | +3.96% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.37% | -0.01% | EXIT | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.31% | -0.03% | -6.71% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | +4.81% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 0.25% | -0.02% | -6.70% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.25% | — | +0.29% | |
| 16 | MMM | 3m Co | 股票-工业 | 0.24% | — | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.24% | — | — | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.23% | -0.01% | +0.28% | |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.23% | — | — | |
| 20 | DREUSD | Duke Realty CORP | 股票-其他 | 0.16% | — | -49.61% | |
| 21 | CIVB | Civista Bancshares INC | 股票-其他 | 0.14% | — | — | |
| 22 | MA | Mastercard INC - A | 股票-金融 | 0.13% | -0.01% | +5.68% | |
| 23 | PFE | Pfizer INC | 股票-医疗保健 | 0.13% | — | +10.96% | |
| 24 | SRE | Sempra | 股票-公用事业 | 0.13% | — | — | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | +0.01% | -4.82% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.11% | -0.09% | — | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | +0.10% | +8.24% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.10% | +0.50% | — | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.10% | — | +4.77% | |
| 30 | FFBC | First Financial Bancorp | 股票-其他 | 0.09% | — | — | |
| 31 | MLPAUSD | Global X Mlp ETF | ETF-其他 | 0.08% | — | — | |
| 32 | SIRIEUR | Sirius Xm Holdings INC | 股票-其他 | 0.03% | — | +1.50% | |
| 33 | ✓ | Navidea Biopharmaceuticals I | 股票-其他 | — | — | — |