CIK: 0001074902
申告総資産額
$3.0億
| # | 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 | LCNB | Lcnb Corporation | 株式-その他 | 12.80% | -0.11% | -5.00% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.92% | -0.44% | +0.49% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.35% | +0.72% | +16.08% | |
| 4 | CINF | Cincinnati Financial CORP | 株式-金融 | 2.67% | -0.07% | +2.44% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.43% | — | -3.85% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 2.36% | +0.22% | +0.95% | |
| 7 | USB | US Bancorp | 株式-金融 | 2.29% | — | +0.15% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.23% | — | -0.34% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.11% | -0.94% | -0.05% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.08% | — | +9.90% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.98% | +0.28% | -3.30% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.76% | +0.16% | +0.24% | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.75% | — | -6.79% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.54% | — | +1.01% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.52% | — | +0.75% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.44% | -0.15% | +0.63% | |
| 17 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.31% | — | — | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.31% | — | -0.36% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.31% | — | -0.71% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.20% | — | -0.23% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.14% | +0.07% | -1.88% | |
| 22 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.13% | — | +0.19% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.07% | -0.11% | -1.21% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.07% | — | -0.73% | |
| 25 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 1.05% | — | -2.87% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | -0.16% | +1.29% | |
| 27 | HSY | Hershey Co/the | 株式-生活必需品 | 0.99% | — | — | |
| 28 | T | At&t INC | 株式-通信サービス | 0.98% | — | -3.60% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.97% | — | +1.60% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | -2.15% | |
| 31 | ENB | Enbridge INC | 株式-エネルギー | 0.94% | — | — | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | -1.23% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.87% | — | -2.19% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | -0.24% | +5.60% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.76% | — | -0.43% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | -1.44% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.72% | -0.07% | EXIT | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | +0.06% | +5.59% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.70% | — | — | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.69% | -0.10% | +0.40% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.68% | — | -2.96% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.16% | -1.77% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.65% | — | -2.21% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | -7.59% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | +4.68% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | +3.89% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.10% | +3.36% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.59% | -0.08% | -1.32% | |
| 49 | KEY | Keycorp | 株式-金融 | 0.58% | — | — | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.58% | — | -0.92% |