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 | 10.10% | +0.82% | +0.95% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.98% | -0.53% | -3.29% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.58% | — | -9.49% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.27% | -0.75% | +4.25% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.76% | -0.39% | -8.71% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.57% | — | -3.20% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.43% | -0.39% | -2.31% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.37% | — | -2.20% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 2.90% | +0.75% | -0.22% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.66% | — | -3.61% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.46% | — | -3.29% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.11% | +0.37% | -3.79% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.97% | — | -1.12% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.83% | -0.11% | -5.53% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.81% | — | -3.72% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.72% | -0.31% | -9.86% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.52% | -0.90% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.50% | — | -4.11% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | +0.38% | -1.60% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.15% | — | -1.80% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.33% | +0.11% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.09% | — | — | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.00% | — | -3.30% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.96% | — | +9.13% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | -0.10% | -6.38% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | -5.45% | |
| 27 | DE | Deere & Co | 株式-資本財 | 0.78% | +0.08% | -1.90% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | -0.17% | -23.11% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +0.47% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.14% | +4.17% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.21% | +3.48% | |
| 32 | ESCA | Escalade INC | 株式-その他 | 0.71% | +0.14% | — | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.70% | -0.46% | -7.21% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -2.41% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | +0.12% | +5.67% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.64% | -0.25% | -1.01% | |
| 37 | PSX | Phillips 66 | 株式-エネルギー | 0.61% | +0.20% | -0.06% | |
| 38 | FISV | Fiserv INC | 株式-その他 | 0.57% | — | -2.41% | |
| 39 | LII | Lennox International INC | 株式-資本財 | 0.55% | — | — | |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.54% | — | -1.63% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | -2.43% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | -1.42% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | -0.14% | +4.29% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | -2.29% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | — | +0.05% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.48% | — | -5.99% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.48% | -0.09% | -0.93% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.47% | — | -5.20% | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.45% | — | -1.04% | |
| 50 | BLFS | Biolife Solutions INC | 株式-その他 | 0.44% | — | — |