CIK: 0001646639
申告総資産額
$19.3億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 37.85% | +0.03% | +2.62% | |
| 2 | HEZU | Ishares Currency Hedged Msci | ETF-その他 | 18.91% | — | +2.53% | |
| 3 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 18.34% | — | +2.36% | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 12.19% | — | +1.79% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.86% | -0.07% | — | |
| 6 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 1.37% | — | +2.54% | |
| 7 | LCNB | Lcnb Corporation | 株式-その他 | 1.17% | — | — | |
| 8 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.74% | -0.02% | -10.62% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | +0.04% | -12.72% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.39% | +0.14% | +12.81% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | -0.01% | EXIT | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | -0.03% | +50.90% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | -0.02% | +11.39% | |
| 14 | DREUSD | Duke Realty CORP | 株式-その他 | 0.24% | — | -50.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | +3.32% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | -0.01% | +3.19% | |
| 18 | CIVB | Civista Bancshares INC | 株式-その他 | 0.14% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.11% | +0.01% | +4.44% | |
| 20 | SRE | Sempra | 株式-公益事業 | 0.10% | — | — | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.10% | -0.01% | — | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.10% | — | +7.12% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | +0.10% | +5.73% | |
| 24 | ACN | Accenture plc | 株式-IT | 0.08% | — | — | |
| 25 | FFBC | First Financial Bancorp | 株式-その他 | 0.08% | — | — | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 0.08% | — | — | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.08% | — | — | |
| 28 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.03% | — | — | |
| 29 | ✓ | Navidea Biopharmaceuticals I | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DXJ | Wisdomtree Japan Hedged Eq | +0.6% | +1.79% | 増加 |
| 2 | IWB | Ishares Russell 1000 ETF | +0.1% | — | 変化なし |
| 3 | VOO | Vanguard S&p 500 ETF | +0.1% | +50.90% | 増加 |
| 4 | AAPL | Apple INC | +0.1% | +12.81% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.88% | 増加 |
| 6 | ABT | Abbott Laboratories | 0% | +3.19% | 増加 |
| 7 | ABBV | Abbvie INC | 0% | +11.39% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 9 | VIG | Vanguard Dividend Apprec ETF | 0% | +3.32% | 増加 |
| 10 | PFE | Pfizer INC | 0% | +7.12% | 増加 |
| 11 | JNJ | Johnson & Johnson | 0% | +4.44% | 増加 |
| 12 | MA | Mastercard INC - A | 0% | — | 変化なし |
| 13 | AMZN | Amazon.com INC | — | -12.72% | 減少 |
| 14 | XOM | Exxon Mobil CORP | — | +5.73% | 増加 |
| 15 | ACN | Accenture plc | — | — | 変化なし |
| 16 | SIRIEUR | Sirius Xm Holdings INC | — | — | 変化なし |
| 17 | ✓ | Navidea Biopharmaceuticals I | — | — | 変化なし |
| 18 | FFBC | First Financial Bancorp | 0% | — | 変化なし |
| 19 | SRE | Sempra | 0% | — | 変化なし |
| 20 | CIVB | Civista Bancshares INC | 0% | — | 変化なし |
| 21 | MLPXUSD | Global X Mlp & Energy Infras | 0% | +2.54% | 増加 |
| 22 | MZTI | Marzetti Company/the | -0.1% | -10.62% | 減少 |
| 23 | DREUSD | Duke Realty CORP | -0.3% | -50.06% | 減少 |
| 24 | EZU | Ishares Msci Eurozone ETF | -0.4% | +2.36% | 増加 |
| 25 | HEZU | Ishares Currency Hedged Msci | -0.6% | +2.53% | 増加 |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.9% | +2.62% | 増加 |
| 27 | LCNB | Lcnb Corporation | — | NEW | 新規購入 |
| 28 | UTXZ | United Tech CORP | — | NEW | 新規購入 |
| 29 | EMR | Emerson Electric Co | — | NEW | 新規購入 |
| 30 | PNC | Pnc Financial Services Group | — | EXIT | 全売却 |