CIK: 0001074902
申报总市值
US$3.0亿
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 6.60% | +0.72% | -0.46% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 6.13% | -0.69% | +17.15% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 5.34% | +0.22% | +15.00% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.35% | -0.94% | -0.91% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 4.20% | -0.44% | -7.97% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 2.73% | — | -0.85% | |
| 7 | LCNB | Lcnb Corporation | 股票-其他 | 2.57% | -0.11% | -0.41% | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.37% | -0.15% | +1.68% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.11% | +0.10% | -3.18% | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 2.10% | -0.28% | -2.67% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | -0.18% | -3.14% | |
| 12 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 1.67% | — | +1.04% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.60% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | -0.24% | +1.06% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | -0.16% | -0.56% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | -0.16% | -0.45% | |
| 17 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.22% | -0.07% | -0.59% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.10% | +0.22% | -0.02% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.08% | — | — | |
| 20 | FTLS | First Trust Long/short Eqty | ETF-其他 | 1.08% | +0.36% | -6.62% | |
| 21 | INDA | Ishares Msci India ETF | ETF-其他 | 1.05% | -0.16% | -2.23% | |
| 22 | USB | US Bancorp | 股票-金融 | 1.01% | — | +0.21% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.97% | — | -24.68% | |
| 24 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.90% | -0.07% | +2.03% | |
| 25 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.84% | +0.10% | +4.81% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | — | -2.44% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.79% | +0.13% | -4.54% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | -0.11% | -0.19% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.75% | — | -1.37% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.74% | +0.19% | +6.50% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | — | -0.81% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | +0.28% | -0.66% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.73% | — | +30.68% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.72% | — | -1.48% | |
| 35 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.71% | — | +0.03% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | +0.16% | -1.15% | |
| 37 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.70% | — | — | |
| 38 | AMGN | Amgen INC | 股票-医疗保健 | 0.70% | — | +1.31% | |
| 39 | DTD | Wisdomtree US Total Dividend | ETF-其他 | 0.68% | — | -2.40% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.62% | — | -0.86% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | -0.10% | +0.77% | |
| 42 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.56% | — | +25.00% | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.54% | — | -1.15% | |
| 44 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | — | -0.59% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.52% | -0.12% | +2.89% | |
| 46 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.51% | — | -1.23% | |
| 47 | WMT | Walmart INC | 股票-非周期性消费 | 0.50% | — | -6.49% | |
| 48 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.49% | — | -2.53% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.49% | — | — | |
| 50 | DUK | Duke Energy CORP | 股票-公用事业 | 0.48% | — | -0.87% |