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 | 5.91% | +0.72% | +5.31% | |
| 2 | LCNB | Lcnb Corporation | 株式-その他 | 4.40% | -0.11% | — | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.09% | -0.44% | +0.03% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.68% | +0.22% | +10.98% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.38% | -0.69% | +13.52% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.94% | -0.96% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.71% | — | +2.84% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.44% | — | +136.60% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.32% | — | +9.45% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.29% | -0.15% | +0.12% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.89% | +0.22% | +24.00% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | +0.10% | -0.77% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.48% | — | -11.75% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | +0.16% | -3.63% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.33% | — | +3.05% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.29% | — | +1.50% | |
| 17 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.27% | -0.07% | -0.07% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.24% | +6.10% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | +0.10% | -2.25% | |
| 20 | USB | US Bancorp | 株式-金融 | 1.13% | — | +3.83% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.10% | — | +3.99% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.16% | -4.64% | |
| 23 | HSY | Hershey Co/the | 株式-生活必需品 | 0.93% | — | +0.28% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.90% | — | -2.02% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | -0.11% | +2.39% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -0.16% | -5.23% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +2.57% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.84% | — | +98.45% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | — | +7.90% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.80% | — | +0.33% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.79% | -0.28% | +2.52% | |
| 32 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.79% | +0.36% | +47.38% | |
| 33 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.76% | — | +34.85% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.28% | +1.07% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | +0.57% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | — | +0.34% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | -1.24% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -3.86% | |
| 39 | INDA | Ishares Msci India ETF | ETF-その他 | 0.62% | -0.16% | +38.18% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.62% | +0.07% | -4.70% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.61% | — | +1.76% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | +0.32% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +1.41% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.58% | -0.10% | -2.69% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | -10.59% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.56% | — | -1.22% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.07% | +2.10% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.54% | — | +1.23% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | +0.13% | +100.03% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | — | +0.64% |