|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
223,219 |
$16M |
5.72% |
0.8%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
528,166 |
$15M |
5.37% |
299.5%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
80,295 |
$13M |
4.91% |
-0.5%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
473,570 |
$12M |
4.50% |
196.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
23,843 |
$10M |
3.66% |
0.1%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
47,718 |
$8M |
3.05% |
-4.8%
|
- |
|
AAPL
|
US |
APPLE INC |
33,034 |
$8M |
3.02% |
-1.1%
|
- |
|
LCNB
|
US |
LCNB CORPORATION |
504,562 |
$8M |
2.78% |
-0.1%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
22,278 |
$7M |
2.71% |
-0.1%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
10,082 |
$6M |
2.15% |
-0.6%
|
- |
|
AVGO
|
US |
BROADCOM INC |
22,975 |
$5M |
1.94% |
-5.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
37,247 |
$5M |
1.82% |
0.0%
|
- |
|
DOCT
|
US |
FT VEST U.S. EQUITY DEEP BUF |
113,677 |
$4M |
1.63% |
225.4%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
22,851 |
$4M |
1.59% |
0.1%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
33,650 |
$4M |
1.58% |
-2.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
21,741 |
$4M |
1.50% |
-0.6%
|
- |
|
CINF
|
US |
CINCINNATI FINANCIAL CORP |
23,947 |
$3M |
1.25% |
-1.8%
|
- |
|
CVX
|
US |
CHEVRON CORP |
20,984 |
$3M |
1.11% |
0.6%
|
- |
|
USB
|
US |
US BANCORP |
63,120 |
$3M |
1.10% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
12,034 |
$3M |
1.05% |
-2.1%
|
- |