account_balance
Investment manager · 13F filer · SEC CIK 1074902
LCNB Corp
Reported value$315Mas of Sep 30, 2026
Positions178 9 new, 15 sold out
Top 10 weight42.0%IEFA alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IEFAIShares Inc. TR Core MSCI EAFE ETF
7.9%
SCHGSchwab US Large Cap Growth ETF
6.5%Trimmed −10%
SCHVSchwab US Large Cap Value ETF
6.2%Trimmed −8%
MSFTMicrosoft Corp
4.0%
MBBIShares MBS ETF
3.7%New
AAPLApple Inc.
3.5%
LCNBLCNB Corp
2.9%
PGProcter & Gamble Co
2.5%Added +9%
SPYSPDR S&P 500 ETF Trust
2.4%Trimmed −4%
NVDANVIDIA Corp
2.3%Trimmed −3%
GOOGLAlphabet Inc.
2.2%Trimmed −3%
GOOGAlphabet Inc.
2.1%Trimmed −6%
IEFAIShares Inc. TR Core MSCI EAFE ETF
7.9%
SCHGSchwab US Large Cap Growth ETF
6.5%Trimmed −10%
SCHVSchwab US Large Cap Value ETF
6.2%
MSFTMicrosoft Corp
4.0%
MBBIShares MBS ETF
3.7%New
AAPLApple Inc.
3.5%
LCNBLCNB Corp
2.9%
PGProcter & Gamble Co
2.5%
SPY2.4%NVDAGOOGLGOOG2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IEFA IShares Inc. TR Core MSCI EAFE ETF 7.9% Held
SCHG Schwab US Large Cap Growth ETF 6.5% Trimmed −10%
SCHV Schwab US Large Cap Value ETF 6.2% Trimmed −8%
MSFT Microsoft Corp 4.0% HeldMBB IShares MBS ETF 3.7% New
AAPL Apple Inc. 3.5% HeldLCNB LCNB Corp 2.9% HeldPG Procter & Gamble Co 2.5% Added +9%SPY SPDR S&P 500 ETF Trust 2.4% Trimmed −4%NVDA NVIDIA Corp 2.3% Trimmed −3%GOOGL Alphabet Inc. 2.2% Trimmed −3%GOOG Alphabet Inc. 2.1% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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