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 | 13.89% | -2.55% | -14.42% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 13.72% | -0.07% | -33.03% | |
| 3 | ✓ | Guggenheim S&p 500 Pure Growth | 株式-その他 | 9.38% | — | -0.46% | |
| 4 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 6.86% | -0.56% | +0.27% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-その他 | 5.75% | — | +1.25% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.33% | — | -1.09% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.43% | — | -17.88% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.92% | — | +260.48% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.71% | -0.46% | +1.23% | |
| 10 | HMC | Honda Motor Co Ltd-spons Adr | 株式-一般消費財 | 2.35% | — | -0.96% | |
| 11 | PATK | Patrick Industries INC | 株式-一般消費財 | 2.17% | — | — | |
| 12 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.77% | — | -22.58% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.63% | — | -24.22% | |
| 14 | SLVP | Ishares Msci Global Silver A | ETF-コモディティ | 1.59% | — | -44.47% | |
| 15 | ✓ | Harris & Harris Group INC | 株式-その他 | 1.58% | — | -4.69% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.56% | -1.40% | -0.76% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | -63.00% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | — | -10.22% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | — | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.97% | — | +2.69% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.94% | — | — | |
| 22 | FAST | Fastenal Co | 株式-資本財 | 0.89% | — | — | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.87% | +0.06% | +1.10% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.85% | — | +14.08% | |
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | -0.98% | |
| 26 | STSEUR | Supreme Inds Inc-class A | 株式-その他 | 0.76% | — | — | |
| 27 | T | At&t INC | 株式-通信サービス | 0.75% | — | — | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.70% | -0.27% | -87.33% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.68% | — | -2.61% | |
| 30 | AERIEUR | Aerie Pharmaceuticals INC | 株式-その他 | 0.67% | — | — | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.67% | — | +3.36% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.66% | — | +4.68% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.18% | +1.21% | |
| 34 | HPQ | Hp INC | 株式-IT | 0.60% | — | -1.76% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.52% | — | — | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | — | |
| 37 | ACNB | Acnb CORP | 株式-その他 | 0.49% | — | +0.23% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.41% | — | +26.73% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.39% | — | +3.42% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.39% | — | +5.51% | |
| 41 | SLB | Slb LTD | 株式-エネルギー | 0.37% | — | -0.21% | |
| 42 | CSX | Csx CORP | 株式-資本財 | 0.35% | — | — | |
| 43 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.35% | — | +2.42% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | +7.61% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.34% | — | +2.89% | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.33% | — | +0.02% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +0.05% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.30% | — | +0.02% | |
| 50 | MTB | M & T Bank CORP | 株式-金融 | 0.30% | — | -20.46% |