CIK: 0001650717
申告総資産額
$33.4億
上位200銘柄を表示中（全2186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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.22% | +0.06% | -51.60% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.70% | — | +114.62% | |
| 3 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新興国市場 | 2.64% | — | +15.01% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.37% | — | -9.43% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.01% | -0.17% | +20.39% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.68% | — | +101.85% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.58% | — | -3.29% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.49% | — | +14.08% | |
| 9 | AXP | American Express Co | 株式-金融 | 1.49% | — | +0.43% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.31% | -0.18% | -0.53% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.26% | — | -65.08% | |
| 12 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.22% | — | +4.82% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.04% | — | +16.25% | |
| 14 | USB | US Bancorp | 株式-金融 | 1.00% | — | +0.39% | |
| 15 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.98% | — | +10.35% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.97% | — | — | |
| 17 | MR4 | Meridian Bioscience INC | 株式-その他 | 0.96% | — | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.92% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.62% | +8.64% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.81% | — | +4.62% | |
| 21 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.80% | — | -0.05% | |
| 22 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.78% | — | +3.94% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.10% | +14.52% | |
| 24 | UBS | UBS Group AG | 株式-金融 | 0.71% | — | +175.97% | |
| 25 | ✓ | Alphabet Inc. | 株式-その他 | 0.71% | — | +16.99% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.69% | — | +182.27% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +2.30% | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | +0.35% | |
| 29 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.65% | — | +182.22% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.30% | +4.00% | |
| 31 | ✓ | MainSource | 株式-その他 | 0.64% | — | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | — | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +4.09% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.61% | — | +2.55% | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 0.61% | — | +0.65% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.60% | — | — | |
| 37 | ✓ | Alphabet Inc. | 株式-その他 | 0.60% | — | +14.73% | |
| 38 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.59% | — | -1.13% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | +2.25% | |
| 40 | AME | Ametek INC | 株式-資本財 | 0.58% | — | -8.93% | |
| 41 | ✓ | Oracle Corporation | 株式-その他 | 0.57% | — | +6.93% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | +2.92% | |
| 43 | ✓ | 3m Co | 株式-その他 | 0.53% | — | +10.70% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.53% | — | -24.86% | |
| 45 | AMP | Ameriprise Financial INC | 株式-金融 | 0.53% | — | +0.82% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | — | -15.86% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.48% | — | +1913.72% | |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.48% | — | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | +11964.76% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.47% | +0.07% | -12.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +114.62% | 増加 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +11964.76% | 増加 |
| 3 | AAPL | Apple INC | +0.5% | +20.39% | 増加 |
| 4 | VOT | Vanguard Mid-cap Growth ETF | +0.5% | +1913.72% | 増加 |
| 5 | UBS | UBS Group AG | +0.4% | +175.97% | 増加 |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.4% | +182.27% | 増加 |
| 7 | SCZ | Ishares Msci Eafe Small-cap | +0.4% | +182.22% | 増加 |
| 8 | ✓ | iShares MSCI Emerging Markets ETF | +0.3% | +15.01% | 増加 |
| 9 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +3846.15% | 増加 |
| 10 | IWN | Ishares Russell 2000 Value E | +0.1% | +172.66% | 増加 |
| 11 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +330.80% | 増加 |
| 12 | NSRGY | Nestle Sa-spons Adr | +0.1% | +64.58% | 増加 |
| 13 | RHHBY | Roche Holdings Ltd-spons Adr | +0.1% | +88.13% | 増加 |
| 14 | SAP | Sap Se-sponsored Adr | +0.1% | +71.13% | 増加 |
| 15 | BTI | British American Tob-sp Adr | +0.1% | +753.33% | 増加 |
| 16 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +208.05% | 増加 |
| 17 | RDS-A | Shell Plc-spon Adr-a | +0.1% | +103.64% | 増加 |
| 18 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +396.55% | 増加 |
| 19 | SAN | Banco Santander Sa-spon Adr | +0.1% | +266.71% | 増加 |
| 20 | ✓ | Encana CORP | +0.1% | +3857.34% | 増加 |
| 21 | NGG | National Grid plc | +0.1% | +529.26% | 増加 |
| 22 | ✓ | Shire PLC | +0.1% | +198.48% | 増加 |
| 23 | WBK | Westpac Banking Corp-sp Adr | +0.1% | +134.66% | 増加 |
| 24 | ✓ | +0.1% | +143.73% | 増加 | |
| 25 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +16.25% | 増加 |
| 26 | ✓ | Target Corporation | +0.1% | +100.76% | 増加 |
| 27 | AAGIY | Aia Group Ltd-sp Adr | +0.1% | +61.24% | 増加 |
| 28 | ✓ | Alphabet Inc. | +0.1% | +16.99% | 増加 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +14.52% | 増加 |
| 30 | META | Meta Platforms Inc-class A | +0.1% | +6.22% | 増加 |
| 31 | ✓ | Alphabet Inc. | +0.1% | +14.73% | 増加 |
| 32 | ✓ | Oracle Corporation | +0.1% | +6.93% | 増加 |
| 33 | PM | Philip Morris International | +0.1% | +5.30% | 増加 |
| 34 | AMZN | Amazon.com INC | 0% | +4.00% | 増加 |
| 35 | ✓ | 3m Co | 0% | +10.70% | 増加 |
| 36 | MSFT | Microsoft CORP | 0% | +8.64% | 増加 |
| 37 | VNQ | Vanguard Real Estate ETF | — | +14.08% | 増加 |
| 38 | ACWI | Ishares Msci Acwi ETF | 0% | +4.82% | 増加 |
| 39 | AXP | American Express Co | -0.1% | +0.43% | 増加 |
| 40 | SJM | Jm Smucker Co/the | -0.1% | -67.34% | 減少 |
| 41 | AXP | American Express Company | -0.2% | -58.87% | 減少 |
| 42 | IWM | Ishares Russell 2000 ETF | -0.3% | -24.86% | 減少 |
| 43 | IWB | Ishares Russell 1000 ETF | -0.5% | -9.43% | 減少 |
| 44 | HD | Home Depot INC | -2.5% | -65.08% | 減少 |
| 45 | PG | Procter & Gamble Co/the | -6.3% | -51.60% | 減少 |
| 46 | MR4 | Meridian Bioscience INC | — | NEW | 新規購入 |
| 47 | VGT | Vanguard Info Tech ETF | — | NEW | 新規購入 |
| 48 | HEDJ | Wisdomtree Europe Hedged Equ | — | NEW | 新規購入 |
| 49 | VOE | Vanguard Mid-cap Value ETF | — | NEW | 新規購入 |
| 50 | VV | Vanguard Large-cap ETF | — | NEW | 新規購入 |