Investment Partners

Investment Partners as of Dec. 31, 2020

Portfolio Holdings for Investment Partners

Investment Partners holds 144 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 6.4 $12M 50k 241.14
Ishares Tr Rus 1000 Val Etf (IWD) 5.4 $10M 75k 136.73
Apple (AAPL) 4.3 $8.1M 61k 132.70
Ishares Tr Core Msci Eafe (IEFA) 3.9 $7.3M 106k 69.09
Tesla Motors (TSLA) 3.7 $6.9M 9.8k 705.72
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.2 $5.9M 126k 47.21
Microsoft Corporation (MSFT) 3.1 $5.9M 26k 222.41
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $5.5M 80k 67.87
Ishares Tr Core S&p500 Etf (IVV) 2.7 $5.0M 13k 375.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $4.5M 90k 50.11
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $3.9M 19k 206.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.0 $3.7M 44k 82.90
Ishares Tr Msci Eafe Etf (EFA) 1.9 $3.7M 50k 72.96
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $3.4M 24k 141.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.6 $3.0M 29k 102.64
Vanguard Index Fds Small Cp Etf (VB) 1.5 $2.9M 15k 194.66
Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $2.8M 21k 131.73
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $2.8M 44k 63.81
JPMorgan Chase & Co. (JPM) 1.3 $2.4M 19k 127.05
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.3 $2.4M 29k 81.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $2.3M 6.2k 373.89
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $2.3M 37k 62.70
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $2.3M 18k 128.02
Ishares Tr Msci Eafe Min Vl (EFAV) 1.2 $2.3M 31k 73.42
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $2.2M 9.8k 229.80
Ishares Tr Rus Mdcp Val Etf (IWS) 1.2 $2.2M 23k 96.94
Visa Com Cl A (V) 1.1 $2.2M 9.8k 218.72
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $2.1M 20k 102.04
Walt Disney Company (DIS) 1.0 $1.9M 11k 181.15
Ishares Tr Rus 2000 Grw Etf (IWO) 1.0 $1.9M 6.6k 286.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $1.8M 15k 121.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $1.8M 33k 55.17
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $1.7M 16k 105.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.7M 20k 84.92
Procter & Gamble Company (PG) 0.8 $1.5M 11k 139.13
American Electric Power Company (AEP) 0.7 $1.4M 17k 83.27
Wal-Mart Stores (WMT) 0.7 $1.4M 9.7k 144.17
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.4M 22k 61.77
Johnson & Johnson (JNJ) 0.7 $1.3M 8.5k 157.38
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $1.3M 29k 45.43
Home Depot (HD) 0.7 $1.3M 4.9k 265.71
Verizon Communications (VZ) 0.6 $1.2M 20k 58.73
Amazon (AMZN) 0.6 $1.1M 328.00 3256.10
Cisco Systems (CSCO) 0.5 $1.0M 23k 44.77
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.0M 5.1k 196.03
Eli Lilly & Co. (LLY) 0.5 $978k 5.8k 168.82
Abbott Laboratories (ABT) 0.5 $976k 8.9k 109.45
Boeing Company (BA) 0.5 $960k 4.5k 214.09
Caterpillar (CAT) 0.5 $933k 5.1k 181.98
Pepsi (PEP) 0.5 $912k 6.1k 148.32
Ishares Tr National Mun Etf (MUB) 0.5 $888k 7.6k 117.20
Automatic Data Processing (ADP) 0.5 $883k 5.0k 176.21
Bristol Myers Squibb (BMY) 0.5 $852k 14k 62.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $850k 3.7k 231.92
Oracle Corporation (ORCL) 0.4 $846k 13k 64.66
Pfizer (PFE) 0.4 $846k 23k 36.83
Coca-Cola Company (KO) 0.4 $813k 15k 54.87
Ishares Tr Core Div Grwth (DGRO) 0.4 $804k 18k 44.81
Nextera Energy (NEE) 0.4 $798k 10k 77.11
Lockheed Martin Corporation (LMT) 0.4 $766k 2.2k 354.79
Ishares Tr Core High Dv Etf (HDV) 0.4 $737k 8.4k 87.68
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.4 $729k 8.3k 87.69
DNP Select Income Fund (DNP) 0.4 $725k 71k 10.27
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $642k 11k 58.58
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $638k 6.1k 104.49
UnitedHealth (UNH) 0.3 $613k 1.7k 350.49
Lowe's Companies (LOW) 0.3 $612k 3.8k 160.59
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $605k 11k 56.24
International Business Machines (IBM) 0.3 $592k 4.7k 125.93
Chevron Corporation (CVX) 0.3 $589k 7.0k 84.49
Thermo Fisher Scientific (TMO) 0.3 $576k 1.2k 465.64
Exxon Mobil Corporation (XOM) 0.3 $564k 14k 41.23
McDonald's Corporation (MCD) 0.3 $557k 2.6k 214.73
Intel Corporation (INTC) 0.3 $552k 11k 49.84
Costco Wholesale Corporation (COST) 0.3 $498k 1.3k 376.99
Colgate-Palmolive Company (CL) 0.3 $478k 5.6k 85.53
Ishares Tr Select Divid Etf (DVY) 0.2 $459k 4.8k 96.25
Nike CL B (NKE) 0.2 $442k 3.1k 141.39
Analog Devices (ADI) 0.2 $434k 2.9k 147.67
Medtronic SHS (MDT) 0.2 $434k 3.7k 117.27
Allstate Corporation (ALL) 0.2 $431k 3.9k 110.03
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $427k 5.9k 72.41
Tiffany & Co. 0.2 $421k 3.2k 131.56
Norfolk Southern (NSC) 0.2 $406k 1.7k 237.43
Becton, Dickinson and (BDX) 0.2 $392k 1.6k 250.16
Accenture Plc Ireland Shs Class A (ACN) 0.2 $387k 1.5k 260.96
Progressive Corporation (PGR) 0.2 $371k 3.8k 98.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $365k 4.1k 88.19
Voya Prime Rate Tr Sh Ben Int 0.2 $360k 80k 4.48
Toro Company (TTC) 0.2 $352k 3.7k 94.73
Cummins (CMI) 0.2 $351k 1.5k 227.18
Select Sector Spdr Tr Technology (XLK) 0.2 $350k 2.7k 130.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $344k 1.0k 344.00
Yum! Brands (YUM) 0.2 $342k 3.2k 108.50
Northrop Grumman Corporation (NOC) 0.2 $337k 1.1k 304.98
Digital Realty Trust (DLR) 0.2 $332k 2.4k 139.38
Ishares Silver Tr Ishares (SLV) 0.2 $329k 13k 24.60
At&t (T) 0.2 $328k 11k 28.78
Cincinnati Financial Corporation (CINF) 0.2 $325k 3.7k 87.46
Comcast Corp Cl A (CMCSA) 0.2 $324k 6.2k 52.45
Scotts Miracle Gro Cl A (SMG) 0.2 $322k 1.6k 199.26
Merck & Co (MRK) 0.2 $322k 3.9k 81.83
Enbridge (ENB) 0.2 $318k 10k 31.95
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $315k 1.8k 175.49
Alphabet Cap Stk Cl C (GOOG) 0.2 $315k 180.00 1750.00
L3harris Technologies (LHX) 0.2 $315k 1.7k 188.96
3M Company (MMM) 0.2 $313k 1.8k 175.06
AFLAC Incorporated (AFL) 0.2 $313k 7.0k 44.45
LCNB (LCNB) 0.2 $307k 21k 14.71
Ford Motor Company (F) 0.2 $306k 35k 8.80
Illinois Tool Works (ITW) 0.2 $303k 1.5k 203.90
Vanguard World Fds Financials Etf (VFH) 0.2 $300k 4.1k 72.82
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $299k 1.9k 160.49
Ishares Tr Us Telecom Etf (IYZ) 0.2 $299k 9.9k 30.20
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $286k 2.4k 119.87
Select Sector Spdr Tr Communication (XLC) 0.2 $283k 4.2k 67.45
Chubb (CB) 0.2 $283k 1.8k 153.80
Invesco Exchange Traded Fd T Dynmc Leisure (PEJ) 0.1 $282k 7.0k 40.06
Paypal Holdings (PYPL) 0.1 $281k 1.2k 234.17
Paychex (PAYX) 0.1 $277k 3.0k 93.14
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.1 $276k 5.9k 47.07
Facebook Cl A (META) 0.1 $271k 993.00 272.91
V.F. Corporation (VFC) 0.1 $269k 3.1k 85.51
Wec Energy Group (WEC) 0.1 $266k 2.9k 91.88
FactSet Research Systems (FDS) 0.1 $266k 801.00 332.08
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $258k 5.2k 49.86
Air Products & Chemicals (APD) 0.1 $254k 931.00 272.82
SYSCO Corporation (SYY) 0.1 $247k 3.3k 74.31
T. Rowe Price (TROW) 0.1 $247k 1.6k 151.26
Adobe Systems Incorporated (ADBE) 0.1 $246k 492.00 500.00
Southwest Airlines (LUV) 0.1 $234k 5.0k 46.61
Sirius Xm Holdings (SIRI) 0.1 $231k 36k 6.36
Eversource Energy (ES) 0.1 $226k 2.6k 86.59
Bank of America Corporation (BAC) 0.1 $225k 7.4k 30.28
Spdr Ser Tr S&p Biotech (XBI) 0.1 $224k 1.6k 141.06
Zimmer Holdings (ZBH) 0.1 $222k 1.4k 154.17
Qualcomm (QCOM) 0.1 $221k 1.4k 152.62
Eastman Chemical Company (EMN) 0.1 $211k 2.1k 100.48
Spdr Gold Tr Gold Shs (GLD) 0.1 $207k 1.2k 178.29
Raytheon Technologies Corp (RTX) 0.1 $206k 2.9k 71.45
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $204k 4.6k 44.37
Huntington Bancshares Incorporated (HBAN) 0.1 $204k 16k 12.61
Us Bancorp Del Com New (USB) 0.1 $203k 4.4k 46.53
Amgen (AMGN) 0.1 $201k 873.00 230.24