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 | 14.93% | — | +5.96% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 11.97% | — | +4.62% | |
| 3 | USB | US Bancorp | 株式-金融 | 9.86% | — | -0.08% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 8.47% | — | +3.25% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.33% | — | -7.66% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.35% | — | +13.78% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.95% | — | +3.30% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.19% | — | -1.09% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.85% | — | +3.60% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.31% | — | +12.20% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.17% | — | -1.82% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.14% | — | -5.40% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.98% | — | +0.44% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.39% | — | +20.19% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | — | — | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.33% | — | -7.32% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.27% | — | -1.69% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.25% | — | +43.20% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.19% | — | +6.79% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.10% | — | -3.73% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.89% | — | -0.36% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.88% | — | -10.97% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.79% | — | -1.68% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | — | +13.31% | |
| 25 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.70% | — | +32.79% | |
| 26 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.70% | — | — | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.59% | — | -13.24% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | +0.05% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | +1.83% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | +0.05% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | -9.60% | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.34% | — | +0.75% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | — | +0.10% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.31% | — | +2.73% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.31% | — | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.29% | — | — | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.27% | — | +0.21% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | — | — | |
| 39 | ✓ | Citizens First CORP | 株式-その他 | 0.26% | — | -1.55% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.23% | — | -12.95% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.21% | — | — | |
| 43 | ✓ | Guggenheim | 株式-その他 | 0.20% | — | +0.23% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.19% | — | -11.20% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.19% | — | +0.19% | |
| 46 | ✓ | Rydex ETF Trust | ETF-その他 | 0.18% | — | +12.79% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | +0.31% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.17% | — | — | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.16% | — | +0.02% | |
| 50 | PNW | Pinnacle Financial Partners, Inc. | 株式-公益事業 | 0.16% | — | — |