CIK: 0001641440
申告総資産額
$2.8億
| # | 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 | USB | US Bancorp | 株式-金融 | 11.33% | — | +0.62% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 10.57% | — | -1.17% | |
| 3 | GUNR | Flexshares Global Upstream N | ETF-その他 | 8.80% | — | +35.76% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.14% | — | +14.70% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.00% | — | -10.27% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.50% | — | -5.42% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.85% | — | +3.61% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.46% | — | +19.28% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.73% | — | -20.40% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.03% | — | -8.70% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.00% | — | -2.68% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.89% | — | -5.16% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.69% | — | +16.96% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.42% | — | -13.21% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.17% | — | -4.52% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.79% | — | +2.64% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.78% | — | -27.01% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | — | +4.01% | |
| 19 | GM | General Motors Co | 株式-一般消費財 | 1.38% | — | +6.75% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.23% | — | +67.07% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.15% | — | +31.55% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.11% | — | +0.33% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.03% | — | +5.83% | |
| 24 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.89% | — | — | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.85% | — | +7.26% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.80% | — | +10.80% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.75% | — | +2.71% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | +13.47% | |
| 30 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.54% | — | +46.93% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.45% | — | +62.68% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -1.88% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | — | +10.72% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.40% | — | +39.97% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.40% | — | +3.24% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.36% | — | +16.00% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | -5.22% | |
| 38 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.33% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | +3.67% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.31% | — | +0.27% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.31% | — | +23.51% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.25% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.25% | — | +15.96% | |
| 44 | ✓ | Citizens First CORP | 株式-その他 | 0.23% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | — | -8.99% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | -9.88% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | — | +20.60% | |
| 48 | NA | Nano Labs Ltd | 株式-その他 | 0.04% | — | — |