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 | VV | Vanguard Large-cap ETF | ETF-その他 | 25.45% | — | +0.21% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 6.99% | — | +0.97% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.61% | — | +6.68% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.73% | — | +10.99% | |
| 5 | AFG | American Financial Group INC | 株式-金融 | 5.70% | — | — | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 5.08% | — | +5.89% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 4.13% | — | +18.63% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.77% | — | +1.44% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.20% | — | +16.26% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.14% | — | +9.01% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.87% | — | -5.39% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.62% | — | +6.11% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.23% | — | +30.79% | |
| 14 | ✓ | Vanguard Tax Managed Intl Fd | 株式-その他 | 1.74% | — | -12.12% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.38% | — | +276.08% | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.29% | — | +12.24% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.15% | — | +24.99% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.76% | — | -8.72% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.75% | — | +0.38% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.65% | — | +0.08% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -0.39% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.50% | — | -13.53% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -0.87% | |
| 25 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.43% | — | -3.76% | |
| 26 | ✓ | Ishares | 株式-その他 | 0.41% | — | -5.66% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -20.64% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.36% | — | -14.99% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.36% | — | -0.36% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.35% | — | -5.89% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.31% | — | — | |
| 32 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.31% | — | -8.33% | |
| 33 | HSY | Hershey Co/the | 株式-生活必需品 | 0.30% | — | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.28% | — | +5.33% | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.28% | — | -19.45% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.28% | — | — | |
| 37 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.27% | — | +2.94% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.26% | — | -16.12% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | -25.02% | |
| 40 | APD | Air Products & Chemicals INC | 株式-素材 | 0.23% | — | — | |
| 41 | ✓ | Wisdomtree Tr | 株式-その他 | 0.23% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | — | +0.02% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.21% | — | — | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.21% | — | — | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.20% | — | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | — | -16.75% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.20% | — | -51.94% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | — | |
| 50 | ✓ | Intel CORP | 株式-その他 | 0.19% | — | +0.85% |