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 | 5.90% | +0.72% | -0.70% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.09% | -0.69% | -3.18% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.09% | -0.44% | -1.97% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.41% | +0.22% | +3.94% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.04% | -0.94% | -5.82% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.97% | — | +3.95% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.66% | -0.15% | -1.37% | |
| 8 | LCNB | Lcnb Corporation | 株式-その他 | 2.62% | -0.11% | +0.33% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.62% | — | -1.82% | |
| 10 | FTLS | First Trust Long/short Eqty | ETF-その他 | 2.50% | +0.36% | +11.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.11% | +0.10% | -0.99% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.97% | — | +61.00% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.74% | -0.18% | +815.90% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.60% | -0.24% | -2.12% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.58% | — | +5.97% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.56% | -0.28% | -5.52% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | -0.16% | +0.16% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.22% | +3.00% | |
| 19 | INDA | Ishares Msci India ETF | ETF-その他 | 1.10% | -0.16% | +0.03% | |
| 20 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.08% | -0.07% | -0.81% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.00% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.16% | -1.54% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | +0.33% | |
| 24 | USB | US Bancorp | 株式-金融 | 0.94% | — | +0.56% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | +0.10% | -0.26% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.89% | — | -1.51% | |
| 27 | LRCXEUR | Lam Research CORP | 株式-IT | 0.87% | — | -6.58% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.87% | +0.13% | +0.92% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | -0.07% | -9.04% | |
| 30 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.84% | — | — | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.84% | — | -1.31% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.16% | -3.44% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.28% | +23.52% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.73% | — | -6.26% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | -4.35% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.71% | — | -1.95% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -1.40% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | — | -10.24% | |
| 39 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.67% | — | -0.65% | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.64% | +0.09% | +66.29% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | -0.11% | -0.94% | |
| 42 | HSY | Hershey Co/the | 株式-生活必需品 | 0.59% | — | — | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.56% | — | -19.13% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -0.37% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -0.20% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | -4.85% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | -0.84% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | — | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.45% | -0.10% | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.44% | — | — |