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 | 24.20% | — | +0.72% | |
| 2 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 23.49% | — | +3.17% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 16.63% | — | +21.72% | |
| 4 | ✓ | Directv | 株式-その他 | 6.03% | — | -33.06% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.16% | — | +5.42% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | — | +1.00% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.78% | — | -0.44% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.61% | — | -1.13% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.41% | — | -1.97% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 1.21% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.11% | — | +14.08% | |
| 12 | HSY | Hershey Co/the | 株式-生活必需品 | 1.07% | — | — | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 0.96% | — | -2.73% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | -9.66% | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 0.77% | — | — | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | -0.71% | |
| 17 | ✓ | Minnesota Mun Income Ptfl In | 株式-その他 | 0.64% | — | — | |
| 18 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.63% | — | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | — | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | — | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 0.57% | — | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | — | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | — | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -17.16% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.48% | — | — | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +14.08% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.47% | — | — | |
| 28 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.45% | — | -1.32% | |
| 29 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.45% | — | -14.93% | |
| 30 | LBEUR | L Brands INC | 株式-その他 | 0.45% | — | — | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.43% | — | +0.55% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.43% | — | — | |
| 33 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.42% | — | -2.38% | |
| 34 | USB | US Bancorp | 株式-金融 | 0.42% | — | — | |
| 35 | ✓ | Vanguard Tax Managed Intl Fd | 株式-その他 | 0.42% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -1.63% | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.39% | — | — | |
| 38 | AXP | American Express Co | 株式-金融 | 0.36% | — | — | |
| 39 | FITB | Fifth Third Bancorp | 株式-金融 | 0.36% | — | — | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.36% | — | -76.16% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.35% | — | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.34% | — | — | |
| 43 | KR | Kroger Co | 株式-生活必需品 | 0.33% | — | -1.32% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.33% | — | — | |
| 45 | F | Ford Motor Co | 株式-一般消費財 | 0.33% | — | -0.62% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.31% | — | +0.52% | |
| 47 | CTAS | Cintas CORP | 株式-資本財 | 0.29% | — | — | |
| 48 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.28% | — | +0.26% | |
| 49 | VALE | Vale Sa-sp Adr | 株式-素材 | 0.15% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +2.6% | +21.72% | 増加 |
| 2 | DGS | Wisdomtree Em Small Cap | +0.7% | +3.17% | 増加 |
| 3 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.4% | +0.72% | 増加 |
| 4 | AEP | American Electric Power Company, Inc. | +0.3% | +5.42% | 増加 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +14.08% | 増加 |
| 6 | ABBV | Abbvie INC | +0.1% | -1.63% | 減少 |
| 7 | PFE | Pfizer INC | +0.1% | +14.08% | 増加 |
| 8 | MSFT | Microsoft CORP | 0% | — | 変化なし |
| 9 | T | At&t INC | 0% | — | 変化なし |
| 10 | ABT | Abbott Laboratories | 0% | -0.71% | 減少 |
| 11 | FITB | Fifth Third Bancorp | 0% | — | 変化なし |
| 12 | JPM | Jpmorgan Chase & Co | 0% | -9.66% | 減少 |
| 13 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 14 | BP | Bp Plc-spons Adr | 0% | — | 変化なし |
| 15 | AAPL | Apple INC | 0% | -1.13% | 減少 |
| 16 | HBAN | Huntington Bancshares INC | 0% | +0.26% | 増加 |
| 17 | VALE | Vale Sa-sp Adr | 0% | — | 変化なし |
| 18 | VUG | Vanguard Growth ETF | 0% | — | 変化なし |
| 19 | IBM | Intl Business Machines CORP | — | -2.73% | 減少 |
| 20 | AOM | Ishares Core 40/60 Moderate | — | -1.32% | 減少 |
| 21 | AGG | Ishares Core U.s. Aggregate | — | — | 変化なし |
| 22 | MRK | Merck & Co. INC. | — | — | 変化なし |
| 23 | DLN | Wisdomtree US Largecap Divid | — | — | 変化なし |
| 24 | USB | US Bancorp | — | — | 変化なし |
| 25 | JNJ | Johnson & Johnson | 0% | +1.00% | 増加 |
| 26 | AOR | Ishares Core 60/40 Balanced | 0% | -2.38% | 減少 |
| 27 | XOM | Exxon Mobil CORP | 0% | -0.44% | 減少 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 29 | UTXZ | United Tech CORP | 0% | — | 変化なし |
| 30 | F | Ford Motor Co | 0% | -0.62% | 減少 |
| 31 | VZ | Verizon Communications INC | 0% | — | 変化なし |
| 32 | KR | Kroger Co | 0% | -1.32% | 減少 |
| 33 | AMGN | Amgen INC | 0% | — | 変化なし |
| 34 | ✓ | Minnesota Mun Income Ptfl In | 0% | — | 変化なし |
| 35 | LBEUR | L Brands INC | 0% | — | 変化なし |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 37 | DUK | Duke Energy CORP | 0% | +0.55% | 増加 |
| 38 | DIS | Walt Disney Co/the | 0% | -17.16% | 減少 |
| 39 | BA | Boeing Co/the | -0.1% | — | 変化なし |
| 40 | AOK | Ishares Core 30/70 Conservat | -0.1% | -14.93% | 減少 |
| 41 | CVX | Chevron CORP | -0.1% | -1.97% | 減少 |
| 42 | HSY | Hershey Co/the | -0.1% | — | 変化なし |
| 43 | BSV | Vanguard Short-term Bond ETF | -1.1% | -76.16% | 減少 |
| 44 | ✓ | Directv | -2.1% | -33.06% | 減少 |
| 45 | ✓ | Integrys Energy Group INC | — | EXIT | 全売却 |
| 46 | ✓ | Vanguard Tax Managed Intl Fd | — | NEW | 新規購入 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 48 | INTC | Intel CORP | — | EXIT | 全売却 |
| 49 | CTAS | Cintas CORP | — | NEW | 新規購入 |
| 50 | NZF | Nuveen Municipal Credit Income Fund | — | EXIT | 全売却 |