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 | BND | Vanguard Total Bond Market | ETF-その他 | 9.56% | — | +2.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.18% | — | +6.71% | |
| 3 | GUNR | Flexshares Global Upstream N | ETF-その他 | 6.86% | — | -8.67% | |
| 4 | USB | US Bancorp | 株式-金融 | 6.51% | — | +0.15% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.37% | — | -8.74% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.14% | — | +0.03% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.78% | — | +39.02% | |
| 8 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 5.73% | — | +2.91% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.97% | — | -14.39% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.85% | — | -9.75% | |
| 11 | RAVI | Flexshares Ultra-short Incom | ETF-その他 | 3.50% | — | +11.09% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.57% | — | +406.03% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.55% | — | -7.49% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.19% | — | -9.75% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.88% | — | -17.96% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.68% | — | +1.73% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.64% | — | -1.11% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.46% | — | -15.21% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.36% | — | -1.47% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | — | -0.21% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.14% | — | -2.22% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.05% | — | -8.34% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.94% | — | -1.56% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | -1.26% | |
| 25 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.73% | — | — | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.72% | — | -24.29% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.66% | — | — | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | — | -0.22% | |
| 29 | CWH | Camping World Holdings Inc-a | 株式-その他 | 0.60% | — | -2.51% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | -7.43% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.53% | — | +36.67% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.46% | — | -17.31% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.40% | — | -8.93% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.39% | — | -1.73% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.39% | — | — | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.36% | — | -5.97% | |
| 37 | WPC | Wp Carey INC | 株式-不動産 | 0.35% | — | — | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -2.96% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | — | -5.21% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | — | +6.12% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.31% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.27% | — | -12.73% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.26% | — | -0.64% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | -2.94% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.24% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | — | — | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.23% | — | -4.01% | |
| 50 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.22% | — | -5.18% |