StockDriftsStockDriftsTop 50 Lcnb Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | IShares Inc. TR Core MSCI EAFE ETF | 7.69% | 252.5K | $22.9M | +8.57%(+19.93K) | $65.85(+47.76%) | 2026-03-31 | |
| SCHV | Schwab US Large Cap Value ETF | 6.7% | 653.2K | $19.9M | +0.05%(+328) | $22.48(+53.16%) | 2026-03-31 | |
| SCHG | Schwab US Large Cap Growth ETF | 6.14% | 627.5K | $18.3M | +0.39%(+2.43K) | $17.02(+100.43%) | 2026-03-31 | |
| MSFT | Microsoft Corp. | 3.12% | 25.1K | $9.3M | -0.03%(-8) | $102.75(+280.02%) | 2026-03-31 | |
| AAPL | Apple Inc. | 2.91% | 34.1K | $8.7M | +1.50%(+503) | $63.21(+388.27%) | 2026-03-31 | |
| IWV | IShares TR Russell 3000 ETF | 2.8% | 22.5K | $8.3M | +5.63%(+1.20K) | $190.93(+122.73%) | 2026-03-31 | |
| LCNB | LCNB Corp. | 2.67% | 509.5K | $7.9M | +0.55%(+2.80K) | $22.30(-19.78%) | 2026-03-31 | |
| PG | Procter & Gamble Co. | 2.5% | 51.4K | $7.4M | -16.01%(-9.81K) | $118.72(+27.53%) | 2026-03-31 | |
| SPY | SPDR S&P 500 Trust ETF | 2.29% | 10.5K | $6.8M | +9.34%(+897) | $322.63(+130.85%) | 2026-03-31 | |
| FTLS | First Trust Long/Short Equity ETF | 2.14% | 90.4K | $6.4M | +20.53%(+15.40K) | $61.89(+19.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.07% |
| Top 20 Holdings Unweighted | +16.82% | +59.43% |
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