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 | 11.02% | +0.82% | +1.07% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.69% | -0.53% | -22.64% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.84% | -0.75% | -0.74% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.37% | — | -3.90% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.99% | -0.39% | -17.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.91% | -0.39% | -6.41% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.04% | -0.11% | -0.35% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.02% | — | -6.74% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.02% | — | +2.02% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.84% | — | +0.75% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.54% | +0.37% | -0.67% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.19% | — | +2.17% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.12% | +0.75% | -6.10% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.52% | -22.09% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.79% | — | +2.34% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.79% | — | -8.77% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.62% | -0.31% | +0.58% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.33% | -15.71% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.37% | — | +195.49% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.34% | — | +2.41% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -0.09% | -30.36% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.21% | -17.71% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.17% | — | -1.10% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.14% | -24.03% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.05% | -0.10% | -11.65% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.38% | -12.00% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.94% | -0.25% | -5.76% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.85% | — | -19.28% | |
| 29 | FISV | Fiserv INC | 株式-その他 | 0.82% | — | -5.31% | |
| 30 | LII | Lennox International INC | 株式-資本財 | 0.81% | — | — | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.72% | — | +1.82% | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.65% | +0.08% | -1.13% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | — | -16.44% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -20.48% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.14% | -35.68% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | +0.12% | -12.89% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | -0.17% | -9.81% | |
| 38 | ESCA | Escalade INC | 株式-その他 | 0.56% | +0.14% | -4.96% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.56% | -0.46% | — | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | -0.10% | -1.88% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | -19.37% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.49% | — | -0.14% | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.47% | +0.20% | -5.19% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -22.89% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.44% | — | -5.19% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | -26.85% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | -60.72% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.42% | — | -1.52% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | -16.09% | |
| 50 | CSX | Csx CORP | 株式-資本財 | 0.38% | — | -1.83% |