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 | 10.70% | — | +3.79% | |
| 2 | GUNR | Flexshares Global Upstream N | ETF-その他 | 8.25% | — | +7.31% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 6.47% | — | +11.88% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.19% | — | +1.26% | |
| 5 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 5.08% | — | -4.34% | |
| 6 | RAVI | Flexshares Ultra-short Incom | ETF-その他 | 4.85% | — | +15.32% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.77% | — | -3.40% | |
| 8 | DFAT | Dimensional US Target Value | ETF-その他 | 4.24% | — | +8.47% | |
| 9 | USB | US Bancorp | 株式-金融 | 4.24% | — | +0.00% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 3.94% | — | -14.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.37% | — | -1.03% | |
| 12 | DFAI | Dimensional International Co | ETF-その他 | 2.21% | — | +44.85% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.14% | — | -3.08% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.10% | — | +2.64% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.87% | — | +0.25% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-その他 | 1.44% | — | +24.28% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-その他 | 1.42% | — | +17.07% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.29% | — | -5.91% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.26% | — | -6.75% | |
| 20 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.24% | — | +33.62% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.22% | — | -1.92% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | — | -3.91% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.14% | — | -15.14% | |
| 24 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.00% | — | -59.77% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.99% | — | -3.55% | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.96% | — | +4.86% | |
| 27 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 0.94% | — | +8.59% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.91% | — | +742.18% | |
| 29 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.86% | — | — | |
| 30 | GIL | Gildan Activewear INC | 株式-一般消費財 | 0.86% | — | +238.20% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.76% | — | +0.29% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.70% | — | -5.87% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +6.86% | |
| 34 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.50% | — | — | |
| 35 | GABC | German American Bancorp | 株式-その他 | 0.50% | — | — | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | — | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.46% | — | +4.18% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | -4.88% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | -0.43% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +6.57% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | -2.70% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | — | +2.28% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | -3.13% | |
| 44 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.31% | — | +9.10% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.30% | — | -8.01% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +0.90% | |
| 47 | WPC | Wp Carey INC | 株式-不動産 | 0.28% | — | — | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.27% | — | — | |
| 49 | CWH | Camping World Holdings Inc-a | 株式-その他 | 0.27% | — | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.26% | — | — |