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 | GUNR | Flexshares Global Upstream N | ETF-その他 | 13.44% | — | +23.06% | |
| 2 | USB | US Bancorp | 株式-金融 | 9.96% | — | -0.82% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 9.43% | — | -0.29% | |
| 4 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 8.06% | — | +214.23% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.87% | — | +10.14% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.80% | — | -1.53% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.65% | — | +12.34% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.62% | — | +3.78% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.31% | — | +15.84% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.19% | — | -24.69% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.47% | — | -3.25% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.80% | — | -18.60% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.76% | — | -28.44% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.70% | — | +61.60% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.68% | — | -11.44% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.67% | — | +2.74% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.54% | — | -17.20% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.45% | — | -31.98% | |
| 19 | GM | General Motors Co | 株式-一般消費財 | 1.31% | — | -2.41% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | — | -8.03% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.21% | — | +5.60% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.98% | — | +13.64% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.90% | — | +28.55% | |
| 24 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.86% | — | — | |
| 25 | AAPL | Apple INC | 株式-IT | 0.81% | — | -26.23% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | — | -29.89% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | -14.74% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.63% | — | -33.32% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.57% | — | -58.97% | |
| 30 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | -8.54% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | -1.47% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.47% | — | -6.05% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | -12.48% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | — | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | -11.03% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | +7.03% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | -4.69% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | — | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.31% | — | -1.52% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.28% | — | +0.27% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.27% | — | — | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | -0.04% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | — | |
| 44 | ✓ | Citizens First CORP | 株式-その他 | 0.22% | — | -49.72% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.21% | — | -14.58% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | -2.07% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.18% | — | — | |
| 48 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.18% | — | — | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | -32.82% | |
| 50 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.17% | — | — |