|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
134,978 |
$79M |
22.43% |
4.5%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
563,089 |
$35M |
9.75% |
6.1%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
469,107 |
$29M |
8.25% |
3.1%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
380,233 |
$27M |
7.54% |
0.6%
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
397,475 |
$23M |
6.60% |
12.1%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
168,438 |
$19M |
5.48% |
-5.5%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
72,978 |
$12M |
3.45% |
7.0%
|
- |
|
PYLD
|
US |
PIMCO MULTISECTOR BOND ACTV |
425,502 |
$11M |
3.11% |
193.9%
|
- |
|
QGRW
|
US |
WISDOMTREE US QUALITY GROWTH |
202,771 |
$10M |
2.82% |
100.0%
|
- |
|
AAPL
|
US |
APPLE INC |
38,271 |
$10M |
2.71% |
1.7%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
147,788 |
$9M |
2.40% |
2.3%
|
- |
|
LCNB
|
US |
LCNB CORPORATION |
559,159 |
$8M |
2.39% |
-
|
- |
|
JAVA
|
US |
JPMORGAN ACTIVE VALUE ETF |
116,510 |
$7M |
2.08% |
-51.4%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
19,304 |
$5M |
1.31% |
-1.4%
|
- |
|
DFIS
|
US |
DIMENSIONAL INTERNATIONAL SM |
160,027 |
$4M |
1.11% |
100.0%
|
- |
|
TGRW
|
US |
T ROWE PRICE GROWTH STOCK ET |
93,423 |
$4M |
1.05% |
-56.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
15,082 |
$3M |
0.93% |
1.4%
|
- |
|
CTAS
|
US |
CINTAS CORP |
17,188 |
$3M |
0.89% |
1.2%
|
- |
|
AVIV
|
US |
AVANTIS INT LRG CAP VAL ETF |
55,863 |
$3M |
0.82% |
-45.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,516 |
$3M |
0.78% |
4.3%
|
- |