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 | 6.54% | +0.72% | +4.42% | |
| 2 | LCNB | Lcnb Corporation | 株式-その他 | 4.28% | -0.11% | -0.58% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.18% | -0.94% | +1.41% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.93% | -0.44% | -0.84% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.73% | -0.69% | +151.01% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.55% | +0.22% | +5.19% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.18% | — | -1.83% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.17% | +0.10% | +1.12% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.72% | -0.24% | -4.87% | |
| 10 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.71% | -0.07% | -0.94% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | -0.16% | -3.37% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.51% | +0.16% | +6.03% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.39% | +0.22% | +0.74% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.32% | — | -3.61% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.31% | — | +11.86% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.31% | — | +2.04% | |
| 17 | USB | US Bancorp | 株式-金融 | 1.22% | — | +14.76% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.19% | — | +4.84% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | -6.13% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.07% | — | +13.40% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.07% | — | +1.51% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.01% | — | +9.85% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | -0.11% | +5.15% | |
| 24 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 1.00% | — | — | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | -0.07% | +1.12% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.16% | +0.17% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.91% | -0.28% | -8.36% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.90% | — | -3.84% | |
| 29 | HSY | Hershey Co/the | 株式-生活必需品 | 0.87% | — | — | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | — | — | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.86% | — | -1.53% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | +0.10% | -0.65% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +13.41% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | -2.89% | |
| 35 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 0.75% | — | -2.64% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | — | -2.83% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +5.15% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.64% | — | +7.92% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.63% | +0.07% | -0.65% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | -0.46% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.62% | -0.12% | +1.90% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.59% | — | +8.64% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.58% | -0.10% | -0.40% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | +0.20% | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.57% | — | +0.79% | |
| 46 | ENB | Enbridge INC | 株式-エネルギー | 0.56% | — | +4.31% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | +0.66% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | +15.87% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.55% | — | -1.08% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | — | +2.38% |