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 | 6.00% | +0.72% | +0.07% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.45% | -0.69% | +0.40% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.35% | -0.44% | +27.27% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.05% | +0.22% | +10.59% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -0.94% | -2.41% | |
| 6 | LCNB | Lcnb Corporation | 株式-その他 | 3.12% | -0.11% | -1.59% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.88% | — | +26.01% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.79% | — | +2.48% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.74% | -0.15% | -4.40% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.51% | — | -0.15% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.99% | +0.10% | +1.69% | |
| 12 | FTLS | First Trust Long/short Eqty | ETF-その他 | 1.94% | +0.36% | +63.70% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.49% | +0.22% | -0.15% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.45% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.43% | -0.24% | -2.80% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.41% | — | +0.01% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.16% | -1.30% | |
| 18 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.15% | -0.07% | — | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.13% | — | -3.99% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.03% | — | -3.97% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.02% | -0.28% | -7.74% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | — | -2.99% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.16% | -10.39% | |
| 24 | INDA | Ishares Msci India ETF | ETF-その他 | 0.98% | -0.16% | +41.74% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | +0.10% | -0.76% | |
| 26 | USB | US Bancorp | 株式-金融 | 0.88% | — | -0.36% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.87% | — | — | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -3.30% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.16% | -6.31% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.84% | — | -1.81% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.79% | +0.13% | +82.72% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | — | +4.68% | |
| 33 | HSY | Hershey Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.07% | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.28% | -6.55% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.18% | -3.23% | |
| 37 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.72% | — | -1.81% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.72% | — | -0.07% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | -1.07% | |
| 40 | LRCXEUR | Lam Research CORP | 株式-IT | 0.69% | — | -0.99% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | -0.11% | -5.90% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.61% | — | -1.69% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | -6.50% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | — | -1.89% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.54% | -0.10% | -8.95% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.52% | — | -3.22% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | -0.01% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.51% | -0.12% | -3.39% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | +0.07% | — | |
| 50 | INTC | Intel CORP | 株式-IT | 0.50% | — | -1.91% |