CIK: 0001632968
申告総資産額
$13.2億
| # | 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 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 23.80% | — | -0.43% | |
| 2 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 22.82% | — | +3.77% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 14.07% | — | -5.53% | |
| 4 | ✓ | Directv | 株式-その他 | 8.13% | — | — | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.88% | — | -1.71% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | — | -3.09% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.80% | — | +0.75% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.59% | — | -2.56% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.54% | — | -0.98% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.50% | — | -13.89% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | — | — | |
| 12 | HSY | Hershey Co/the | 株式-生活必需品 | 1.20% | — | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | +1.88% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 0.96% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | — | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | +0.53% | |
| 17 | ✓ | Minnesota Mun Income Ptfl In | 株式-その他 | 0.67% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -6.09% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 21 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.61% | — | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | — | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | — | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.55% | — | -5.43% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | — | |
| 26 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.53% | — | -7.73% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 0.50% | — | — | |
| 28 | LBEUR | L Brands INC | 株式-その他 | 0.48% | — | — | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.46% | — | +0.51% | |
| 30 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.45% | — | -1.13% | |
| 31 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.43% | — | +1.14% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | +1.75% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | -2.52% | |
| 34 | ✓ | Integrys Energy Group INC | 株式-その他 | 0.42% | — | — | |
| 35 | USB | US Bancorp | 株式-金融 | 0.42% | — | -5.70% | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.39% | — | -0.48% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.39% | — | — | |
| 38 | AXP | American Express Co | 株式-金融 | 0.36% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | — | |
| 40 | KR | Kroger Co | 株式-生活必需品 | 0.35% | — | -1.55% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.35% | — | — | |
| 42 | F | Ford Motor Co | 株式-一般消費財 | 0.35% | — | -21.80% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | — | -5.81% | |
| 44 | FITB | Fifth Third Bancorp | 株式-金融 | 0.33% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.33% | — | +2.85% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | — | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.31% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.29% | — | -28.44% | |
| 49 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.27% | — | — | |
| 50 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 0.24% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DGS | Wisdomtree Em Small Cap | +7.6% | +3.77% | 増加 |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +6.8% | -0.43% | 減少 |
| 3 | PG | Procter & Gamble Co/the | +2.3% | -5.53% | 減少 |
| 4 | ✓ | Directv | +2.3% | — | 変化なし |
| 5 | AAPL | Apple INC | +0.6% | -2.56% | 減少 |
| 6 | AEP | American Electric Power Company, Inc. | +0.5% | -1.71% | 減少 |
| 7 | JNJ | Johnson & Johnson | +0.4% | -3.09% | 減少 |
| 8 | XOM | Exxon Mobil CORP | +0.4% | +0.75% | 増加 |
| 9 | CVX | Chevron CORP | +0.4% | -0.98% | 減少 |
| 10 | HSY | Hershey Co/the | +0.3% | — | 変化なし |
| 11 | BA | Boeing Co/the | +0.3% | +0.53% | 増加 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.88% | 増加 |
| 13 | BSV | Vanguard Short-term Bond ETF | +0.3% | -13.89% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | — | 変化なし |
| 15 | ABT | Abbott Laboratories | +0.2% | — | 変化なし |
| 16 | DIS | Walt Disney Co/the | +0.2% | — | 変化なし |
| 17 | VZ | Verizon Communications INC | +0.2% | — | 変化なし |
| 18 | BP | Bp Plc-spons Adr | +0.2% | — | 変化なし |
| 19 | LBEUR | L Brands INC | +0.2% | — | 変化なし |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 変化なし |
| 21 | MRK | Merck & Co. INC. | +0.2% | — | 変化なし |
| 22 | PFE | Pfizer INC | +0.2% | -2.52% | 減少 |
| 23 | UTXZ | United Tech CORP | +0.2% | — | 変化なし |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -6.09% | 減少 |
| 25 | KR | Kroger Co | +0.1% | -1.55% | 減少 |
| 26 | WFC | Wells Fargo & Co | +0.1% | -5.43% | 減少 |
| 27 | AOK | Ishares Core 30/70 Conservat | +0.1% | -7.73% | 減少 |
| 28 | AOR | Ishares Core 60/40 Balanced | +0.1% | +1.14% | 増加 |
| 29 | DUK | Duke Energy CORP | +0.1% | +0.51% | 増加 |
| 30 | T | At&t INC | +0.1% | — | 変化なし |
| 31 | DLN | Wisdomtree US Largecap Divid | +0.1% | -0.48% | 減少 |
| 32 | USB | US Bancorp | +0.1% | -5.70% | 減少 |
| 33 | ✓ | Integrys Energy Group INC | +0.1% | — | 変化なし |
| 34 | VTV | Vanguard Value ETF | +0.1% | +2.85% | 増加 |
| 35 | MSFT | Microsoft CORP | +0.1% | +1.75% | 増加 |
| 36 | HBAN | Huntington Bancshares INC | +0.1% | — | 変化なし |
| 37 | FITB | Fifth Third Bancorp | +0.1% | — | 変化なし |
| 38 | VUG | Vanguard Growth ETF | +0.1% | -5.81% | 減少 |
| 39 | ABBV | Abbvie INC | +0.1% | — | 変化なし |
| 40 | AXP | American Express Co | +0.1% | — | 変化なし |
| 41 | F | Ford Motor Co | +0.1% | -21.80% | 減少 |
| 42 | VALE | Vale Sa-sp Adr | — | — | 変化なし |
| 43 | INTC | Intel CORP | 0% | -28.44% | 減少 |
| 44 | ACWI | Ishares Msci Acwi ETF | — | EXIT | 全売却 |
| 45 | VT | Vanguard Tot World Stk ETF | — | EXIT | 全売却 |
| 46 | CTAS | Cintas CORP | — | EXIT | 全売却 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 48 | AOA | Ishares Core 80/20 Aggressiv | — | NEW | 新規購入 |
| 49 | VEA | Vanguard Ftse Developed ETF | — | EXIT | 全売却 |
| 50 | MNKD | MannKind Corporation | — | EXIT | 全売却 |