CIK: 0001624510
申告総資産額
$8.0億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 12.46% | -2.55% | -21.51% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.99% | -0.07% | +48.95% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-その他 | 7.26% | — | -3.96% | |
| 4 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 5.61% | -0.56% | -0.12% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.31% | -0.27% | +236.30% | |
| 6 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 4.94% | — | -11.12% | |
| 7 | SLV | Ishares Silver Trust | ETF-コモディティ | 4.85% | — | -3.58% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.62% | — | -22.81% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.35% | — | +406.08% | |
| 10 | ✓ | Harris & Harris Group INC | 株式-その他 | 2.92% | — | -3.06% | |
| 11 | BRC | Brady Corporation - Cl A | 株式-その他 | 2.85% | — | -2.98% | |
| 12 | ICLN | Ishares Global Clean Energy | ETF-その他 | 2.78% | — | -4.11% | |
| 13 | ITRI | Itron INC | 株式-IT | 2.73% | — | +2.89% | |
| 14 | GLW | Corning INC | 株式-IT | 2.58% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 2.58% | -0.46% | +64.00% | |
| 16 | HMC | Honda Motor Co Ltd-spons Adr | 株式-一般消費財 | 2.56% | — | -3.81% | |
| 17 | HPE | Hewlett-Packard Company | 株式-IT | 2.39% | — | +6.40% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.38% | — | -21.89% | |
| 19 | ✓ | Vaneck | 株式-その他 | 2.37% | — | +1.20% | |
| 20 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.49% | — | +7.18% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | — | +53.42% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.92% | — | — | |
| 23 | PNC | Pnc Financial Services Group | 株式-金融 | 0.83% | — | +1.90% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | +169.65% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.82% | — | — | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.74% | — | +9.04% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.70% | — | +6.98% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.18% | — | |
| 29 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.62% | — | +3.96% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.55% | — | +25.79% | |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.50% | +0.02% | +10.30% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | — | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | -46.90% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.44% | — | — | |
| 35 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.42% | — | -72.75% | |
| 36 | MTB | M & T Bank CORP | 株式-金融 | 0.39% | — | -0.35% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.39% | — | -5.82% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | — | |
| 39 | ACNB | Acnb CORP | 株式-その他 | 0.37% | — | — | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.35% | — | +18.67% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.34% | — | -39.91% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.34% | — | -15.27% | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.34% | — | +3.68% | |
| 44 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.31% | — | +0.02% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.30% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | — | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.29% | — | -3.75% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.28% | — | -60.28% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.28% | — | — | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.28% | — | +30.59% |