CIK: 0000934866
申告総資産額
$1.6億
| # | 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 | PEBO | Peoples Bancorp INC | 株式-その他 | 21.26% | +0.82% | -1.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.41% | -0.53% | -14.10% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.70% | — | -7.17% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.76% | -0.16% | EXIT | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.54% | -0.39% | -0.49% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.18% | -0.17% | -13.26% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.17% | — | -13.64% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.10% | — | -14.06% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.01% | — | -7.09% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.93% | -0.21% | EXIT | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.64% | — | -2.38% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.48% | -0.75% | -10.88% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.45% | — | -10.91% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.30% | +0.37% | -0.72% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 2.14% | +0.75% | +0.42% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.38% | -7.98% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.23% | — | -21.80% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.12% | -0.39% | -0.77% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.05% | — | -0.88% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.33% | +0.17% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.80% | — | -12.69% | |
| 22 | ESCA | Escalade INC | 株式-その他 | 0.76% | +0.14% | — | |
| 23 | UBSI | United Bankshares INC | 株式-金融 | 0.73% | — | -0.68% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | -1.62% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.69% | — | -0.29% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.56% | — | -4.94% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | +0.96% | NEW | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.52% | -7.82% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.45% | — | -43.47% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.45% | — | -1.00% | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.44% | — | -8.82% | |
| 32 | VFH | Vanguard Financials ETF | ETF-その他 | 0.43% | — | -19.44% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | +0.20% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.43% | — | -8.32% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.43% | — | -1.42% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.42% | -0.25% | +1.14% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +0.65% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.42% | +0.08% | -1.06% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.42% | — | -21.06% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.21% | — | |
| 41 | ✓ | Powershares | 株式-その他 | 0.41% | — | -14.34% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.41% | -0.31% | +6.10% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -0.43% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.38% | — | -4.33% | |
| 45 | BBTUSD | Bb&t CORP | 株式-その他 | 0.33% | — | -1.84% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.33% | — | -7.93% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | -7.00% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.32% | — | -2.07% | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.32% | — | — | |
| 50 | PSX | Phillips 66 | 株式-エネルギー | 0.31% | +0.20% | +4.92% |