CIK: 0001602905
申告総資産額
$22.8億
上位200銘柄を表示中（全405銘柄）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.49% | — | +63.83% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.37% | -0.23% | -0.86% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 7.85% | -0.06% | +5.58% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 7.23% | — | -24.01% | |
| 5 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.55% | — | +3.60% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 4.18% | — | +9.50% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.98% | — | +1.44% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.95% | -0.13% | +1.48% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.63% | +0.19% | +6.75% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.51% | — | +11.87% | |
| 11 | ✓ | Bank Of Kentucky Finl CORP | 株式-その他 | 2.46% | — | +11.05% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.31% | -0.48% | +14.58% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.19% | — | -6.43% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | — | -27.80% | |
| 15 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.31% | — | +5.64% | |
| 16 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.24% | — | +8.73% | |
| 17 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.14% | — | -1.28% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.99% | — | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.90% | — | -44.83% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.72% | — | +1.57% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.60% | -0.12% | +128.44% | |
| 22 | USB | US Bancorp | 株式-金融 | 0.55% | — | +3.54% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +3.96% | |
| 24 | ✓ | Rhino Resource Partners LP | 株式-その他 | 0.46% | — | +10.17% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.04% | +12.42% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.40% | +1.30% | -6.92% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.35% | — | +4.02% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | -3.48% | — | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.34% | — | +1.01% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.06% | +4.17% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.32% | — | +0.13% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.30% | — | +6.68% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | — | +6.39% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | +11.31% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.28% | — | +5.40% | |
| 36 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.28% | — | +0.83% | |
| 37 | ASH | Ashland Inc. | 株式-素材 | 0.28% | — | +30.22% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | +0.07% | +17.61% | |
| 39 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.26% | — | -19.45% | |
| 40 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.26% | — | +0.75% | |
| 41 | ARLP | Alliance Resource Partners | 株式-その他 | 0.26% | — | +7.88% | |
| 42 | WEP | Magellan Midstream Partners | 株式-その他 | 0.25% | — | +0.92% | |
| 43 | KEY | Keycorp | 株式-金融 | 0.24% | — | +0.46% | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.23% | — | +4.27% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +1.69% | |
| 46 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.22% | — | +0.33% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | -0.65% | +15264.29% | |
| 48 | ✓ | MarkWest Energy | 株式-その他 | 0.22% | — | +7.11% | |
| 49 | ✓ | Natural Resource Partners LP | 株式-その他 | 0.22% | — | +7.44% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +6.39% |