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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.39% | — | +10.78% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.12% | — | -4.03% | |
| 3 | USB | US Bancorp | 株式-金融 | 7.56% | — | -0.29% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.46% | — | +15.07% | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-その他 | 6.54% | — | -13.18% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.04% | — | -4.50% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.91% | — | +13.71% | |
| 8 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 5.70% | — | +4.21% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.99% | — | -9.16% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.51% | — | -8.03% | |
| 11 | RAVI | Flexshares Ultra-short Incom | ETF-その他 | 3.26% | — | +4.41% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.32% | — | -6.31% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.28% | — | -9.79% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.23% | — | -1.13% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.99% | — | +4.12% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.66% | — | -2.01% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.54% | — | -17.95% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.49% | — | -0.03% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | — | -0.12% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.30% | — | -11.74% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.08% | — | -9.69% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.94% | — | -3.69% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | — | -7.66% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.76% | — | -8.23% | |
| 25 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.71% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | -1.80% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.64% | — | -6.64% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | +0.65% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.50% | — | -22.09% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.49% | — | -8.73% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.48% | — | +3.23% | |
| 32 | CWH | Camping World Holdings Inc-a | 株式-その他 | 0.48% | — | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.44% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | +8.30% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | — | +0.58% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.34% | — | -1.04% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.33% | — | -4.37% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | +21.54% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.32% | — | -2.06% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | — | +11.31% | |
| 41 | WPC | Wp Carey INC | 株式-不動産 | 0.31% | — | — | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | — | +8.33% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | — | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.28% | — | — | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.26% | — | -18.25% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.24% | — | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | — | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.23% | — | -0.80% | |
| 49 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.22% | — | -1.37% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.22% | — | +25.08% |