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 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 26.78% | +0.09% | +5.63% | |
| 2 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 21.39% | +0.03% | +2.16% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 12.47% | — | +2.67% | |
| 4 | ABT | Abbott Laboratories | 株式-ヘルスケア | 9.09% | -0.01% | +4411.83% | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 7.88% | -0.02% | +4384.14% | |
| 6 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 6.51% | — | +4.25% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.37% | -0.07% | -0.04% | |
| 8 | MLPXUSD | Global X Mlp & Energy Infras | ETF-その他 | 1.35% | — | +3.90% | |
| 9 | LCNB | Lcnb Corporation | 株式-その他 | 0.82% | — | -26.96% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.77% | +0.14% | +22.27% | |
| 11 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.66% | -0.02% | — | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +303.82% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.09% | +87.95% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | +0.04% | +22.59% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +115.23% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | -0.03% | +63.99% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +460.72% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | -0.03% | +234.93% | |
| 19 | INTC | Intel CORP | 株式-IT | 0.30% | — | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | -0.01% | EXIT | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.10% | +215.22% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | — | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.21% | — | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | +0.82% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.19% | — | — | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | +43.36% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | +0.01% | +28.46% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.15% | — | +3.86% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.15% | — | -1.45% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | +0.01% | — | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | +0.03% | — | |
| 32 | DREUSD | Duke Realty CORP | 株式-その他 | 0.13% | — | — | |
| 33 | CIVB | Civista Bancshares INC | 株式-その他 | 0.13% | — | — | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.12% | -0.01% | — | |
| 35 | SRE | Sempra | 株式-公益事業 | 0.12% | — | — | |
| 36 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.12% | — | — | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.11% | — | — | |
| 38 | T | At&t INC | 株式-通信サービス | 0.11% | — | — | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.11% | — | — | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.10% | — | -41.88% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.10% | — | -1.48% | |
| 42 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.10% | — | — | |
| 43 | ED | Consolidated Edison INC | 株式-公益事業 | 0.10% | — | — | |
| 44 | UTXZ | United Tech CORP | 株式-その他 | 0.09% | — | +28.85% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.09% | — | — | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.09% | — | +12.90% | |
| 47 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.09% | — | — | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.08% | — | — | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.07% | — | — | |
| 50 | APD | Air Products & Chemicals INC | 株式-素材 | 0.07% | — | — |