CIK: 0001446114
申告総資産額
$47.0億
上位200銘柄を表示中（全508銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.64% | — | — | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.29% | — | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.11% | -0.05% | — | |
| 4 | FMNB | Farmers Natl Banc CORP | 株式-その他 | 1.65% | — | — | |
| 5 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.41% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.33% | — | — | |
| 7 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.26% | — | — | |
| 8 | RUSHB | Rush Enterprises INC - Cl B | 株式-その他 | 1.19% | — | — | |
| 9 | ✓ | Zweig Total Return Fd INC | 株式-その他 | 1.14% | — | — | |
| 10 | ✓ | MutualFirst | 株式-その他 | 1.06% | — | — | |
| 11 | ✓ | L N B Bancorp INC | 株式-その他 | 1.05% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.05% | — | — | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.02% | — | — | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.99% | — | — | |
| 15 | TFSL | Tfs Financial CORP | 株式-その他 | 0.95% | — | — | |
| 16 | LORLUSD | Loral Space & Communications | 株式-その他 | 0.95% | — | — | |
| 17 | RVSB | Riverview Bancorp INC | 株式-その他 | 0.94% | — | — | |
| 18 | ✓ | Qlt INC | 株式-その他 | 0.93% | — | — | |
| 19 | VAW | Vanguard Materials ETF | ETF-その他 | 0.90% | — | — | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.88% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 0.88% | -0.22% | — | |
| 22 | ✓ | 株式-その他 | 0.88% | — | — | ||
| 23 | INTC | Intel CORP | 株式-IT | 0.80% | — | — | |
| 24 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.76% | +0.14% | — | |
| 25 | VDE | Vanguard Energy ETF | ETF-その他 | 0.76% | — | — | |
| 26 | SPE | Special Opportunities Fund | 株式-その他 | 0.75% | — | — | |
| 27 | ✓ | United Online Inc | 株式-その他 | 0.74% | — | — | |
| 28 | USA | Liberty All Star Equity Fund | 株式-その他 | 0.73% | — | — | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | — | |
| 30 | ✓ | Ally Finl INC Com | 株式-その他 | 0.72% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | — | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.68% | — | — | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | — | |
| 34 | SRJ | Spartannash Co | 株式-その他 | 0.66% | — | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.48% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | — | |
| 37 | ✓ | Fidelity National Financial In | 株式-その他 | 0.64% | — | — | |
| 38 | BCV | Bancroft Fund LTD | 株式-その他 | 0.64% | — | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | — | |
| 40 | ✓ | Shutterfly Inc | 株式-その他 | 0.57% | — | — | |
| 41 | ✓ | 株式-その他 | 0.57% | — | — | ||
| 42 | POST | Post Holdings INC | 株式-生活必需品 | 0.57% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | — | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.55% | — | — | |
| 46 | ✓ | AbbVie Inc. | 株式-その他 | 0.54% | -0.13% | — | |
| 47 | ✓ | Liberty Interactive CORP | 株式-その他 | 0.54% | — | — | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | — | |
| 50 | ✓ | First Tr North Amer Energy | 株式-その他 | 0.53% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Fidelity National Financial In | +0.4% | NEW | 新規購入 |
| 2 | ✓ | Shutterfly Inc | +0.3% | NEW | 新規購入 |
| 3 | ✓ | Ally Finl INC Com | +0.3% | NEW | 新規購入 |
| 4 | POST | Post Holdings INC | +0.1% | NEW | 新規購入 |
| 5 | TFSL | Tfs Financial CORP | +0.1% | NEW | 新規購入 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新規購入 |
| 7 | ✓ | United Online Inc | +0.1% | NEW | 新規購入 |
| 8 | ✓ | L N B Bancorp INC | 0% | NEW | 新規購入 |
| 9 | ✓ | Zweig Total Return Fd INC | 0% | NEW | 新規購入 |
| 10 | ✓ | MutualFirst | 0% | NEW | 新規購入 |
| 11 | MSFT | Microsoft CORP | 0% | NEW | 新規購入 |
| 12 | T | At&t INC | 0% | NEW | 新規購入 |
| 13 | ✓ | AbbVie Inc. | 0% | NEW | 新規購入 |
| 14 | ✓ | Liberty Interactive CORP | 0% | NEW | 新規購入 |
| 15 | ✓ | 0% | NEW | 新規購入 | |
| 16 | JPM | Jpmorgan Chase & Co | 0% | NEW | 新規購入 |
| 17 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新規購入 |
| 18 | AAPL | Apple INC | — | NEW | 新規購入 |
| 19 | WFC | Wells Fargo & Co | — | NEW | 新規購入 |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | NEW | 新規購入 |
| 21 | BCV | Bancroft Fund LTD | 0% | NEW | 新規購入 |
| 22 | SPE | Special Opportunities Fund | 0% | NEW | 新規購入 |
| 23 | RVSB | Riverview Bancorp INC | 0% | NEW | 新規購入 |
| 24 | ✓ | iShares 20+ Year Treasury Bond ETF | 0% | NEW | 新規購入 |
| 25 | GLD | Spdr Gold Shares | 0% | NEW | 新規購入 |
| 26 | SRJ | Spartannash Co | 0% | NEW | 新規購入 |
| 27 | LORLUSD | Loral Space & Communications | 0% | NEW | 新規購入 |
| 28 | VAW | Vanguard Materials ETF | 0% | NEW | 新規購入 |
| 29 | VEU | Vanguard Ftse All-world Ex-u | 0% | NEW | 新規購入 |
| 30 | JNJ | Johnson & Johnson | 0% | NEW | 新規購入 |
| 31 | ✓ | First Tr North Amer Energy | 0% | NEW | 新規購入 |
| 32 | VXF | Vanguard Extended Market ETF | -0.1% | NEW | 新規購入 |
| 33 | VDE | Vanguard Energy ETF | -0.1% | NEW | 新規購入 |
| 34 | USA | Liberty All Star Equity Fund | -0.1% | NEW | 新規購入 |
| 35 | KO | Coca-cola Co/the | -0.1% | NEW | 新規購入 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | NEW | 新規購入 |
| 37 | PRFUSD | Invesco Ftse Rafi US 1000 Et | -0.1% | NEW | 新規購入 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | NEW | 新規購入 |
| 39 | VIG | Vanguard Dividend Apprec ETF | -0.1% | NEW | 新規購入 |
| 40 | INTC | Intel CORP | -0.1% | NEW | 新規購入 |
| 41 | PFE | Pfizer INC | -0.1% | NEW | 新規購入 |
| 42 | VZ | Verizon Communications INC | -0.1% | NEW | 新規購入 |
| 43 | MGC | Vanguard Mega Cap ETF | -0.1% | NEW | 新規購入 |
| 44 | FMNB | Farmers Natl Banc CORP | -0.1% | NEW | 新規購入 |
| 45 | HDV | Ishares Core High Dividend E | -0.1% | NEW | 新規購入 |
| 46 | ✓ | Qlt INC | -0.3% | NEW | 新規購入 |
| 47 | RUSHB | Rush Enterprises INC - Cl B | -0.3% | NEW | 新規購入 |
| 48 | VNQ | Vanguard Real Estate ETF | -0.4% | NEW | 新規購入 |
| 49 | ✓ | — | NEW | 新規購入 | |
| 50 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |