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 | 24.34% | +0.82% | -0.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.40% | -0.53% | -1.54% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.57% | — | -16.98% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.17% | — | +28.26% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.25% | -0.16% | EXIT | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.24% | — | -0.60% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.20% | — | +12.68% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.95% | -0.39% | -17.49% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.69% | -0.75% | +2.69% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.41% | -0.17% | -19.85% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.33% | +0.37% | -1.54% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.28% | — | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.20% | +0.75% | +0.25% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.08% | — | -1.65% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.72% | — | -30.84% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.20% | -0.39% | +1.36% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.19% | — | +8.64% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.38% | -5.90% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.09% | -0.21% | EXIT | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.01% | — | +22.18% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | -0.33% | +1.90% | |
| 22 | ESCA | Escalade INC | 株式-その他 | 0.89% | +0.14% | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +5.58% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.65% | — | — | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | — | +0.32% | |
| 26 | VFH | Vanguard Financials ETF | ETF-その他 | 0.62% | — | +10.73% | |
| 27 | UBSI | United Bankshares INC | 株式-金融 | 0.61% | — | -20.98% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.56% | -0.52% | +3.16% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | -21.84% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.47% | — | -1.31% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | -0.21% | -0.49% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | +3.22% | |
| 33 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.44% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.14% | +3.96% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | -1.97% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.43% | — | — | |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.42% | — | +8.53% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.41% | +0.96% | NEW | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.40% | — | -26.22% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.40% | — | -49.38% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.39% | — | +10.12% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.39% | — | -10.82% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | +19.81% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.38% | — | +37.63% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.37% | — | -4.48% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.37% | -0.25% | -6.68% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | -3.84% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.36% | — | -5.75% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.36% | -0.31% | -2.57% | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.35% | +0.08% | -3.18% |