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 | 10.82% | — | -7.92% | |
| 2 | GUNR | Flexshares Global Upstream N | ETF-その他 | 8.95% | — | +1.70% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.38% | — | -16.43% | |
| 4 | USB | US Bancorp | 株式-金融 | 6.63% | — | -0.58% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.05% | — | +5.73% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.53% | — | -3.14% | |
| 7 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 5.21% | — | -5.99% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 5.13% | — | -2.20% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.84% | — | -3.30% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.74% | — | +5.63% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 2.67% | — | +356.38% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.46% | — | -3.33% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.44% | — | -0.76% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.00% | — | -7.40% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.81% | — | -2.01% | |
| 16 | RAVI | Flexshares Ultra-short Incom | ETF-その他 | 1.77% | — | -15.57% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.57% | — | +0.81% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | — | +3.38% | |
| 19 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.15% | — | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.13% | — | -1.17% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.04% | — | +1.57% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.92% | — | +95.16% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.90% | — | -16.99% | |
| 24 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.88% | — | +98.00% | |
| 25 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.73% | — | +22.36% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +2.14% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +0.50% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +3.59% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | — | +9.07% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | -9.21% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.42% | — | +2.75% | |
| 32 | GABC | German American Bancorp | 株式-その他 | 0.42% | — | +110.55% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.42% | — | -12.99% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.42% | — | +2.04% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.38% | — | -18.26% | |
| 36 | CWH | Camping World Holdings Inc-a | 株式-その他 | 0.38% | — | +3.43% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | — | +36.55% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.37% | — | -22.73% | |
| 39 | WPC | Wp Carey INC | 株式-不動産 | 0.34% | — | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.33% | — | +0.56% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.33% | — | +81.51% | |
| 42 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.32% | — | — | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | -1.13% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.32% | — | +8.16% | |
| 45 | AMT | American Tower CORP | 株式-不動産 | 0.32% | — | +8.51% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | -2.72% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | +6.25% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.31% | — | +0.75% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | — | +3.25% | |
| 50 | GIL | Gildan Activewear INC | 株式-一般消費財 | 0.30% | — | -29.54% |