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 | 11.66% | +0.82% | -3.50% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.81% | -0.53% | -2.04% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.47% | — | -1.90% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.04% | -0.75% | -3.18% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.76% | -0.39% | — | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.45% | — | +3.49% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.45% | — | -1.06% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.38% | -0.39% | -2.46% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.51% | — | +2.38% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.44% | — | +3.16% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.30% | +0.75% | -0.19% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.12% | +0.37% | -0.06% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.95% | -0.11% | +4.56% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.52% | -0.81% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.70% | -0.31% | +0.20% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.70% | — | -4.44% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.70% | — | +2.93% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.44% | — | -1.15% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | +0.38% | +6.79% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.33% | -1.00% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.15% | — | -0.77% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.06% | — | +2.07% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | — | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.94% | — | +1.57% | |
| 25 | ESCA | Escalade INC | 株式-その他 | 0.83% | +0.14% | — | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.10% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.14% | -3.31% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.21% | -0.66% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | -1.31% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -0.90% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.17% | -8.16% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | -6.29% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.66% | +0.08% | -11.12% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.64% | -0.46% | -2.27% | |
| 35 | PSX | Phillips 66 | 株式-エネルギー | 0.60% | +0.20% | -1.60% | |
| 36 | FISV | Fiserv INC | 株式-その他 | 0.60% | — | -0.32% | |
| 37 | LII | Lennox International INC | 株式-資本財 | 0.60% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.58% | -0.25% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | +0.12% | -14.76% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.53% | — | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -3.64% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | -3.53% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.47% | -0.09% | -5.25% | |
| 44 | BLFS | Biolife Solutions INC | 株式-その他 | 0.47% | — | — | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.45% | — | -0.98% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | -0.10% | -1.51% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.45% | — | -5.47% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | -1.18% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.44% | — | -0.77% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.14% | -9.69% |