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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.39% | +0.72% | -1.89% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.02% | -0.44% | -3.67% | |
| 3 | LCNB | Lcnb Corporation | 株式-その他 | 4.45% | -0.11% | -0.69% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.92% | -0.94% | -2.93% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.98% | -0.15% | -2.45% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.59% | -0.69% | +11.87% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.40% | +0.22% | +18.26% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.31% | — | +103.00% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | +0.10% | -0.34% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.79% | — | -4.53% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.65% | — | +3.04% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.52% | — | -14.42% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | -0.16% | +48.63% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | +0.16% | +0.49% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.43% | — | -1.94% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.39% | — | -8.34% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.36% | -0.24% | +1.18% | |
| 18 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.32% | -0.07% | -2.22% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | -0.07% | +130.29% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.30% | — | +0.11% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.09% | -0.11% | -2.61% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | — | +86.17% | |
| 23 | USB | US Bancorp | 株式-金融 | 1.05% | — | -0.63% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.04% | — | -36.16% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.04% | — | -4.32% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.01% | — | -1.25% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.00% | — | -15.78% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.00% | — | -4.93% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | -0.16% | -1.55% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | +0.41% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.22% | -7.10% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.82% | — | -0.73% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | — | — | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.77% | -0.28% | +4.18% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.76% | — | -1.02% | |
| 36 | HSY | Hershey Co/the | 株式-生活必需品 | 0.74% | — | — | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | — | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | +1.39% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.68% | — | -2.74% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | — | |
| 41 | LRCXEUR | Lam Research CORP | 株式-IT | 0.66% | — | -4.64% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.65% | — | -3.18% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | +0.06% | — | |
| 44 | TROW | T Rowe Price Group INC | 株式-金融 | 0.63% | — | -2.76% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.62% | — | -0.97% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.62% | -0.12% | +0.73% | |
| 47 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.61% | — | -4.58% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.60% | — | -0.11% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | +2.86% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | — | -6.18% |