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 | 14.07% | — | +6.95% | |
| 2 | USB | US Bancorp | 株式-金融 | 11.20% | — | -0.08% | |
| 3 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 9.44% | — | +42.85% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 8.84% | — | +3.78% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.12% | — | +1.26% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.70% | — | +10.03% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.68% | — | +2.03% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.56% | — | -2.24% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.59% | — | +11.62% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.70% | — | -10.70% | |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.56% | — | +83.80% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.40% | — | -4.95% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.82% | — | +20.31% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | — | -4.59% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.43% | — | -9.85% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.39% | — | -9.70% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.37% | — | -16.40% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.32% | — | +23.55% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.20% | — | -13.77% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.17% | — | -12.87% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.04% | — | +5.72% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.03% | — | +18.01% | |
| 23 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.82% | — | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.77% | — | -0.69% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.63% | — | +10.53% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | — | -2.59% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | -6.80% | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.52% | — | -6.26% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | +0.07% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | +0.14% | |
| 31 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.42% | — | -1.77% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | — | -6.67% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.37% | — | -28.52% | |
| 34 | GM | General Motors Co | 株式-一般消費財 | 0.35% | — | -74.28% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | +0.05% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | +1.35% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.31% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.29% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | — | — | |
| 40 | C | Citigroup INC | 株式-金融 | 0.27% | — | -14.89% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.27% | — | +0.27% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | — | — | |
| 43 | ✓ | Citizens First CORP | 株式-その他 | 0.23% | — | — | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | — | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -9.54% | |
| 46 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 0.20% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.19% | — | +0.02% | |
| 48 | ✓ | Guggenheim | 株式-その他 | 0.19% | — | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | — | +0.52% | |
| 50 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.18% | — | -1.74% |