LCNB CORP Diversified Active

CIK: 0001074902 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $267,697 (100.0% shares, 0.0% debt)

Holdings (173)

IEFA IShares Inc. TR Core MSCI EAFE ETF 5.9%
Value ($000) $15,790 Shares 217,371 Est. Cost $62.89 Unrealized
SCHG Schwab US Large Cap Growth ETF 5.1%
Value ($000) $13,629 Shares 135,151 Est. Cost $78.11 Unrealized
PG Procter & Gamble Co. 5.1%
Value ($000) $13,620 Shares 82,588 Est. Cost $105.40 Unrealized +49.1%
SCHV Schwab US Large Cap Value ETF 4.4%
Value ($000) $11,798 Shares 159,261 Est. Cost $61.79 Unrealized
MSFT Microsoft Corp. 4.0%
Value ($000) $10,826 Shares 24,222 Est. Cost $68.44 Unrealized +509.7%
RSP Invesco S&P 500 Equal Weight ETF 3.0%
Value ($000) $7,959 Shares 48,448 Est. Cost $131.01 Unrealized
AAPL Apple Inc. 2.7%
Value ($000) $7,133 Shares 33,869 Est. Cost $148.64 Unrealized +24.5%
LCNB LCNB Corp. 2.6%
Value ($000) $7,026 Shares 505,086 Est. Cost $13.41 Unrealized -2.7%
IWV IShares TR Russell 3000 ETF 2.6%
Value ($000) $7,009 Shares 22,708 Est. Cost $200.26 Unrealized
FTLS First Trust Long/Short Equity ETF 2.5%
Value ($000) $6,704 Shares 107,112 Est. Cost $53.24 Unrealized
SPY SPDR S&P 500 Trust ETF 2.1%
Value ($000) $5,635 Shares 10,355 Est. Cost $304.98 Unrealized
TLT IShares 20 Year Treasury Bond ETF 2.0%
Value ($000) $5,269 Shares 57,412 Est. Cost $95.43 Unrealized
NVDA Nvidia Corp 1.7%
Value ($000) $4,655 Shares 37,680 Est. Cost $92.28 Unrealized +9.5%
GOOG Alphabet Inc. 1.6%
Value ($000) $4,275 Shares 23,307 Est. Cost $107.00 Unrealized +57.8%
ITOT IShares TR Core S&P Total US Stock Market ETF 1.6%
Value ($000) $4,217 Shares 35,500 Est. Cost $74.18 Unrealized
AVGO Broadcom Ltd. 1.6%
Value ($000) $4,174 Shares 2,600 Est. Cost $30.05 Unrealized +358.1%
GOOGL Alphabet Inc. 1.5%
Value ($000) $4,054 Shares 22,256 Est. Cost $108.36 Unrealized +54.4%
CVX Chevron Corporation 1.2%
Value ($000) $3,246 Shares 20,749 Est. Cost $93.25 Unrealized +59.1%
INDA IShares MSCI India ETF 1.1%
Value ($000) $2,939 Shares 52,687 Est. Cost $42.41 Unrealized
CINF Cincinnati Financial Corp 1.1%
Value ($000) $2,880 Shares 24,390 Est. Cost $62.02 Unrealized +81.5%
XLK Technology Select Sector SPDR TR 1.0%
Value ($000) $2,690 Shares 11,890 Est. Cost $80.02 Unrealized
JPM JP Morgan Chase Co. 1.0%
Value ($000) $2,595 Shares 12,828 Est. Cost $79.84 Unrealized +136.9%
PEP Pepsico Inc. 0.9%
Value ($000) $2,538 Shares 15,391 Est. Cost $89.31 Unrealized +81.7%
USB U.S. Bancorp 0.9%
Value ($000) $2,515 Shares 63,340 Est. Cost $36.16 Unrealized +4.4%
MRK Merck and Co Inc. 0.9%
Value ($000) $2,471 Shares 19,963 Est. Cost $60.07 Unrealized +102.6%
LOW Lowes Co Inc. 0.9%
Value ($000) $2,375 Shares 10,772 Est. Cost $79.32 Unrealized +179.1%
Lam Research Corp. 0.9%
Value ($000) $2,342 Shares 2,199 Est. Cost $225.71 Unrealized
AGG IShares Core US Aggregate Bond Fund 0.9%
Value ($000) $2,324 Shares 23,944 Est. Cost $98.26 Unrealized
AMZN Amazon.com Inc 0.8%
Value ($000) $2,245 Shares 11,618 Est. Cost $124.77 Unrealized +47.2%
DAPR FT Vest US Equity Deep Buffer ETF - April 0.8%
Value ($000) $2,241 Shares 63,422 Est. Cost $35.33 Unrealized
AMGN Amgen Inc. 0.8%
Value ($000) $2,240 Shares 7,169 Est. Cost $159.18 Unrealized +75.5%
JNJ Johnson & Johnson 0.8%
Value ($000) $2,108 Shares 14,424 Est. Cost $101.65 Unrealized +39.1%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $2,054 Shares 17,845 Est. Cost $72.65 Unrealized +51.5%
TJX TJX Companies Inc. 0.7%
Value ($000) $1,942 Shares 17,641 Est. Cost $45.74 Unrealized +115.7%
IJH IShares TR Core S&P Mid Cap ETF 0.7%
Value ($000) $1,930 Shares 32,985 Est. Cost $90.29 Unrealized
IWR IShares TR Russell Mid Cap ETF 0.7%
Value ($000) $1,897 Shares 23,401 Est. Cost $91.48 Unrealized
BRK/B Berkshire Hathaway Inc. 0.7%
Value ($000) $1,867 Shares 4,589 Est. Cost $200.00 Unrealized +104.3%
LLY Eli Lilly Co. 0.7%
Value ($000) $1,857 Shares 2,051 Est. Cost $150.23 Unrealized +426.5%
DTD WisdomTree US Total Dividend Fund 0.7%
Value ($000) $1,805 Shares 25,479 Est. Cost $72.75 Unrealized
FDX Fed Ex Corp. 0.6%
Value ($000) $1,720 Shares 5,737 Est. Cost $201.73 Unrealized +24.8%
ABT Abbott Laboratories 0.6%
Value ($000) $1,646 Shares 15,837 Est. Cost $41.95 Unrealized +145.4%
HSY Hershey Company 0.6%
Value ($000) $1,592 Shares 8,658 Est. Cost $79.47 Unrealized +131.4%
ETN Eaton Corp. 0.6%
Value ($000) $1,511 Shares 4,819 Est. Cost $60.57 Unrealized +423.9%
IVV IShares Core S&P 500 ETF 0.6%
Value ($000) $1,482 Shares 2,709 Est. Cost $359.62 Unrealized
MCD McDonalds Corp. 0.5%
Value ($000) $1,301 Shares 5,107 Est. Cost $121.12 Unrealized +110.6%
GLD SPDR Gold TR 0.5%
Value ($000) $1,265 Shares 5,882 Est. Cost $167.11 Unrealized
IJR IShares TR Core S&P Small Cap ETF 0.5%
Value ($000) $1,255 Shares 11,769 Est. Cost $87.48 Unrealized
ABBV Abbvie Inc. 0.5%
Value ($000) $1,245 Shares 7,261 Est. Cost $66.25 Unrealized +137.2%
ADP Automatic Data Processing 0.5%
Value ($000) $1,215 Shares 5,092 Est. Cost $91.98 Unrealized +157.2%
XLV Health Care Select Sector SPDR TR 0.4%
Value ($000) $1,185 Shares 8,130 Est. Cost $97.69 Unrealized
ACN Accenture PLC 0.4%
Value ($000) $1,181 Shares 3,892 Est. Cost $138.14 Unrealized +116.7%
VGIT Vanguard Intermediate-Term Treasury 0.4%
Value ($000) $1,154 Shares 19,816 Est. Cost $60.80 Unrealized
DUK Duke Energy Holding Corp. 0.4%
Value ($000) $1,153 Shares 11,508 Est. Cost $67.99 Unrealized +38.6%
PFE Pfizer Inc. 0.4%
Value ($000) $1,102 Shares 39,398 Est. Cost $24.48 Unrealized +1.2%
LMT Lockheed Martin Corp. 0.4%
Value ($000) $1,101 Shares 2,357 Est. Cost $223.59 Unrealized +97.5%
NVS Novartis AG ADR 0.4%
Value ($000) $1,097 Shares 10,304 Est. Cost $76.13 Unrealized
HON Honeywell International Inc. 0.4%
Value ($000) $1,048 Shares 4,906 Est. Cost $113.79 Unrealized +61.5%
WMT Walmart Inc. 0.4%
Value ($000) $1,043 Shares 15,400 Est. Cost $48.89 Unrealized +26.8%
IWM IShares TR Russell 2000 ETF 0.4%
Value ($000) $1,040 Shares 5,126 Est. Cost $178.59 Unrealized
GVI IShares Intermediate Government-Credit Bond ETF 0.4%
Value ($000) $1,037 Shares 10,000 Est. Cost $104.48 Unrealized
EMR Emerson Electric Co. 0.4%
Value ($000) $1,027 Shares 9,319 Est. Cost $63.27 Unrealized +69.9%
SCHP Schwab Strategic US TIPS ETF 0.4%
Value ($000) $1,024 Shares 19,681 Est. Cost $50.49 Unrealized
DIS Disney Walt Co. 0.4%
Value ($000) $1,003 Shares 10,097 Est. Cost $107.37 Unrealized -1.7%
MA Mastercard Inc. 0.4%
Value ($000) $968 Shares 2,194 Est. Cost $171.08 Unrealized +164.0%
HD Home Depot Inc. 0.4%
Value ($000) $968 Shares 2,811 Est. Cost $169.66 Unrealized +93.1%
MDY SPDR S&P Mid Cap 400 ETF TR 0.4%
Value ($000) $958 Shares 1,790 Est. Cost $377.31 Unrealized
KR Kroger Co. 0.4%
Value ($000) $955 Shares 19,133 Est. Cost $29.55 Unrealized +76.0%
DE Deere & Co. 0.4%
Value ($000) $942 Shares 2,520 Est. Cost $223.42 Unrealized +70.3%
QQQ Invesco QQQ Trust Series 0.4%
Value ($000) $939 Shares 1,960 Est. Cost $326.51 Unrealized
KO Coca-Cola Company 0.3%
Value ($000) $910 Shares 14,293 Est. Cost $33.43 Unrealized +76.1%
BX Blackstone Inc. 0.3%
Value ($000) $908 Shares 7,336 Est. Cost $84.83 Unrealized +38.9%
CB Chubb Ltd 0.3%
Value ($000) $896 Shares 3,511 Est. Cost $169.79 Unrealized +48.9%
VGSH Vanguard Short Term Treasury ETF 0.3%
Value ($000) $870 Shares 15,000 Est. Cost $58.32 Unrealized
GPK Graphic Packaging Holding Company 0.3%
Value ($000) $870 Shares 33,183 Est. Cost $22.79 Unrealized +21.2%
CSCO Cisco Systems Inc. 0.3%
Value ($000) $851 Shares 17,905 Est. Cost $34.15 Unrealized +32.6%
SBUX Starbucks Corp. 0.3%
Value ($000) $847 Shares 10,878 Est. Cost $51.57 Unrealized +51.4%
INTC Intel Corp. 0.3%
Value ($000) $835 Shares 26,957 Est. Cost $34.46 Unrealized -5.7%
EFA IShares TR MSCI EAFE ETF 0.3%
Value ($000) $815 Shares 10,404 Est. Cost $68.76 Unrealized
ORCL Oracle Corporation 0.3%
Value ($000) $795 Shares 5,633 Est. Cost $43.29 Unrealized +182.5%
ADI Analog Devices Inc. 0.3%
Value ($000) $792 Shares 3,468 Est. Cost $86.64 Unrealized +139.7%
NKE Nike Inc. 0.3%
Value ($000) $774 Shares 10,270 Est. Cost $52.65 Unrealized +70.4%
TSLA Tesla Inc. 0.3%
Value ($000) $766 Shares 3,870 Est. Cost $242.14 Unrealized -27.8%
BA Boeing Co. 0.3%
Value ($000) $737 Shares 4,050 Est. Cost $180.09 Unrealized -1.0%
SWKS Skyworks Solutions Inc 0.3%
Value ($000) $729 Shares 6,840 Est. Cost $97.33 Unrealized -4.6%
LIN New Linde PLC 0.3%
Value ($000) $725 Shares 1,652 Est. Cost $323.64 Unrealized +33.0%
GLW Corning Inc. 0.3%
Value ($000) $721 Shares 18,570 Est. Cost $29.68 Unrealized +13.5%
RTX RTX Corporation 0.3%
Value ($000) $713 Shares 7,099 Est. Cost $59.89 Unrealized +67.2%
CTAS Cintas Corp. 0.3%
Value ($000) $686 Shares 980 Est. Cost $41.65 Unrealized +304.7%
ITW Illinois Tool Works Inc. 0.3%
Value ($000) $672 Shares 2,835 Est. Cost $122.71 Unrealized +93.0%
CAT Caterpillar Inc. 0.2%
Value ($000) $659 Shares 1,977 Est. Cost $100.05 Unrealized +238.5%
FITB Fifth Third Bancorp 0.2%
Value ($000) $655 Shares 17,954 Est. Cost $24.51 Unrealized +40.0%
NEE NextEra Energy Inc. 0.2%
Value ($000) $652 Shares 9,201 Est. Cost $58.26 Unrealized +16.0%
BDX Becton Dickinson and Co. 0.2%
Value ($000) $643 Shares 2,750 Est. Cost $231.71 Unrealized -1.7%
XYZ Block Inc 0.2%
Value ($000) $631 Shares 9,785 Est. Cost $72.33 Unrealized -3.3%
PRU Prudential Financial Inc. 0.2%
Value ($000) $620 Shares 5,289 Est. Cost $67.15 Unrealized +59.0%
EMN Eastman Chemical Company 0.2%
Value ($000) $619 Shares 6,322 Est. Cost $71.93 Unrealized +28.8%
MDLZ Mondelez International Inc 0.2%
Value ($000) $608 Shares 9,290 Est. Cost $49.68 Unrealized +31.1%
MDT Medtronic PLC 0.2%
Value ($000) $592 Shares 7,516 Est. Cost $76.97 Unrealized +1.4%
IBM International Business Machines Corp. 0.2%
Value ($000) $572 Shares 3,308 Est. Cost $106.18 Unrealized +56.2%
CAH Cardinal Health Inc. 0.2%
Value ($000) $556 Shares 5,660 Est. Cost $47.45 Unrealized +109.1%
GIS General Mills Inc. 0.2%
Value ($000) $543 Shares 8,582 Est. Cost $46.03 Unrealized +40.0%
GD General Dynamics Corp. 0.2%
Value ($000) $537 Shares 1,852 Est. Cost $170.35 Unrealized +66.7%
SCHD Schwab US Dividend Equity ETF 0.2%
Value ($000) $511 Shares 6,570 Est. Cost $74.68 Unrealized
SCHW Charles Schwab Corp. 0.2%
Value ($000) $507 Shares 6,882 Est. Cost $64.26 Unrealized +12.6%
VZ Verizon Communications Inc. 0.2%
Value ($000) $499 Shares 12,111 Est. Cost $32.66 Unrealized +11.7%
XLE Energy Select Sector SPDR TR 0.2%
Value ($000) $499 Shares 5,475 Est. Cost $87.98 Unrealized
ENB Enbridge Inc. 0.2%
Value ($000) $494 Shares 13,894 Est. Cost $24.03 Unrealized +34.7%
SO Southern Co. 0.2%
Value ($000) $471 Shares 6,071 Est. Cost $34.99 Unrealized +105.1%
PSX Phillips 66 0.2%
Value ($000) $462 Shares 3,272 Est. Cost $81.40 Unrealized +71.5%
USMV IShares Edge MSCI Min Vol USA ETF 0.2%
Value ($000) $453 Shares 5,400 Est. Cost $61.87 Unrealized
SCHX Schwab US Large-Cap 0.2%
Value ($000) $452 Shares 7,042 Est. Cost $42.32 Unrealized
VYM Vanguard High Dividend Yield Fund 0.2%
Value ($000) $452 Shares 3,811 Est. Cost $87.62 Unrealized
NXPI NXP Semiconductors 0.2%
Value ($000) $440 Shares 1,635 Est. Cost $174.63 Unrealized +43.2%
BAC Bank of America Corp. 0.2%
Value ($000) $436 Shares 10,960 Est. Cost $28.77 Unrealized +28.0%
DHR Danaher Corp. 0.2%
Value ($000) $432 Shares 1,731 Est. Cost $121.46 Unrealized +106.1%
UPS United Parcel Service Inc 0.2%
Value ($000) $428 Shares 3,128 Est. Cost $90.31 Unrealized +43.9%
META Meta Platforms Inc 0.2%
Value ($000) $425 Shares 843 Est. Cost $323.40 Unrealized +49.4%
WELL Welltower Inc. 0.2%
Value ($000) $414 Shares 3,973 Est. Cost $63.76 Unrealized +49.0%
WHR Whirlpool Corp. 0.2%
Value ($000) $411 Shares 4,021 Est. Cost $145.43 Unrealized -33.0%
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $403 Shares 1,107 Est. Cost $155.91 Unrealized
Juniper Networks Inc 0.2%
Value ($000) $403 Shares 11,050 Est. Cost $29.89 Unrealized
SHY IShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $400 Shares 4,903 Est. Cost $81.08 Unrealized
SYY Sysco Corp. 0.1%
Value ($000) $394 Shares 5,524 Est. Cost $71.87 Unrealized -1.0%
MMM 3M Co. 0.1%
Value ($000) $393 Shares 3,846 Est. Cost $113.96 Unrealized -17.3%
FFBC First Financial Bancorp 0.1%
Value ($000) $391 Shares 17,596 Est. Cost $16.68 Unrealized +24.3%
AMAT Applied Materials 0.1%
Value ($000) $387 Shares 1,640 Est. Cost $115.84 Unrealized +82.5%
AXP American Express Co. 0.1%
Value ($000) $385 Shares 1,662 Est. Cost $127.97 Unrealized +77.6%
CMCSA Comcast Corp. 0.1%
Value ($000) $376 Shares 9,598 Est. Cost $36.64 Unrealized +1.3%
NSC Norfolk Southern Corp. 0.1%
Value ($000) $371 Shares 1,730 Est. Cost $127.22 Unrealized +76.2%
CFR Cullen Frost Bankers Inc 0.1%
Value ($000) $368 Shares 3,625 Est. Cost $82.70 Unrealized +20.2%
VCLT Vanguard Long-Term Corporate Bond 0.1%
Value ($000) $365 Shares 4,814 Est. Cost $79.42 Unrealized
PNC PNC Financial Services Group Inc. 0.1%
Value ($000) $364 Shares 2,343 Est. Cost $109.23 Unrealized +34.2%
VTI Vanguard Total Stock Market Index 0.1%
Value ($000) $334 Shares 1,250 Est. Cost $179.20 Unrealized
SYK Stryker Corp. 0.1%
Value ($000) $331 Shares 972 Est. Cost $180.40 Unrealized +84.8%
MPC Marathon Petroleum Corp. 0.1%
Value ($000) $330 Shares 1,903 Est. Cost $106.44 Unrealized +68.7%
MKC McCormick Co Inc. 0.1%
Value ($000) $329 Shares 4,643 Est. Cost $62.69 Unrealized +11.2%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $329 Shares 6,649 Est. Cost $44.69 Unrealized
CP Canadian Pacific Kansas City Limited 0.1%
Value ($000) $322 Shares 4,096 Est. Cost $77.51 Unrealized +3.8%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $317 Shares 1,065 Est. Cost $200.30 Unrealized
IVE IShares S&P 500 Value ETF 0.1%
Value ($000) $313 Shares 1,720 Est. Cost $128.87 Unrealized
Blackrock Inc. 0.1%
Value ($000) $305 Shares 387 Est. Cost $490.97 Unrealized
TXN Texas Instruments Inc. 0.1%
Value ($000) $298 Shares 1,533 Est. Cost $98.97 Unrealized +78.0%
CMI Cummins Inc. 0.1%
Value ($000) $295 Shares 1,067 Est. Cost $198.06 Unrealized +39.4%
Interpublic Group of Companies 0.1%
Value ($000) $295 Shares 10,126 Est. Cost $33.21 Unrealized -13.2%
D Dominion Energy Inc. 0.1%
Value ($000) $286 Shares 5,828 Est. Cost $43.79 Unrealized +7.6%
BKNG Booking Holdings Inc. 0.1%
Value ($000) $285 Shares 72 Est. Cost $2394.16 Unrealized +52.7%
EOG EOG Resources Inc. 0.1%
Value ($000) $283 Shares 2,252 Est. Cost $107.08 Unrealized +14.1%
IYH IShares US Healthcare ETF 0.1%
Value ($000) $283 Shares 4,625 Est. Cost $105.90 Unrealized
TSCO Tractor Supply Co. 0.1%
Value ($000) $281 Shares 1,040 Est. Cost $40.06 Unrealized +30.6%
GWW Grainger W W Inc. 0.1%
Value ($000) $280 Shares 310 Est. Cost $548.52 Unrealized +69.1%
TGT Target Corporation 0.1%
Value ($000) $275 Shares 1,859 Est. Cost $116.31 Unrealized +27.2%
TSM Taiwan Semiconductor MFG Ltd 0.1%
Value ($000) $270 Shares 1,554 Est. Cost $137.75 Unrealized
AAAU Goldman Sachs Physical Gold ETF 0.1%
Value ($000) $269 Shares 11,702 Est. Cost $17.57 Unrealized
FISV Fiserv Inc. 0.1%
Value ($000) $262 Shares 1,760 Est. Cost $101.91 Unrealized +48.5%
DVY IShares TR Select Dividend ETF 0.1%
Value ($000) $262 Shares 2,165 Est. Cost $99.36 Unrealized
V Visa Inc 0.1%
Value ($000) $261 Shares 993 Est. Cost $151.52 Unrealized +78.7%
ITB IShares TR US Home Construction ETF 0.1%
Value ($000) $256 Shares 2,535 Est. Cost $70.29 Unrealized
COP Conocophillips 0.1%
Value ($000) $256 Shares 2,237 Est. Cost $91.36 Unrealized +26.3%
EEM IShares TR MSCI Emerging Markets ETF 0.1%
Value ($000) $255 Shares 5,993 Est. Cost $43.39 Unrealized
BP BP PLC 0.1%
Value ($000) $251 Shares 6,957 Est. Cost $34.93 Unrealized
CHRW C H Robinson Worldwide Inc. 0.1%
Value ($000) $251 Shares 2,845 Est. Cost $63.45 Unrealized +21.0%
SPYV SPDR S&P 500 Value 0.1%
Value ($000) $244 Shares 5,000 Est. Cost $36.81 Unrealized
IEMG IShares Inc. Core MSCI Emerging Markets ETF 0.1%
Value ($000) $244 Shares 4,551 Est. Cost $48.08 Unrealized
TROW T Rowe Price Group Inc. 0.1%
Value ($000) $243 Shares 2,110 Est. Cost $72.86 Unrealized +45.3%
UNH United Health Group Inc. 0.1%
Value ($000) $240 Shares 472 Est. Cost $463.12 Unrealized +2.2%
PII Polaris Inc 0.1%
Value ($000) $237 Shares 3,032 Est. Cost $102.10 Unrealized -17.0%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $230 Shares 893 Est. Cost $230.28 Unrealized +5.3%
IBB IShares Biotechnology ETF 0.1%
Value ($000) $226 Shares 1,645 Est. Cost $121.93 Unrealized
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $219 Shares 4,469 Est. Cost $50.28 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $210 Shares 247 Est. Cost $773.82 Unrealized 0.0%
VWO Vanguard International Equity Index Fund 0.1%
Value ($000) $207 Shares 4,732 Est. Cost $43.76 Unrealized
OMC Omnicom Group Inc. 0.1%
Value ($000) $206 Shares 2,300 Est. Cost $84.10 Unrealized +4.2%
ECL Ecolab Inc. 0.1%
Value ($000) $206 Shares 865 Est. Cost $207.94 Unrealized +9.2%