CIK: 0001655156
申告総資産額
$5266.6万
| # | 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 | CERNCHF | Cerner CORP | 株式-その他 | 39.14% | — | -7.17% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 19.79% | — | -2.12% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 10.66% | — | +1.10% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.21% | — | -1.43% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.18% | — | -4.88% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | -2.80% | |
| 7 | PGR | Progressive CORP | 株式-金融 | 1.37% | — | +0.25% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.32% | — | +1.37% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.16% | — | -3.06% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.16% | — | -8.84% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | +1.65% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | — | +1.96% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.94% | — | +0.57% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.92% | — | +1.50% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | — | -24.80% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.76% | — | +10.15% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | -26.07% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | — | -1.86% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | — | -8.30% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.61% | — | -3.74% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.58% | — | -8.98% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | -5.26% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.43% | — | +0.43% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | -22.96% | |
| 25 | KR | Kroger Co | 株式-生活必需品 | 0.40% | — | -9.55% | |
| 26 | CI | THE Cigna Group | 株式-ヘルスケア | 0.39% | — | +0.55% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | -0.05% | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.36% | — | -13.19% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.35% | — | -2.16% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +0.91% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.33% | — | -2.74% | |
| 32 | LUV | Southwest Airlines Co | 株式-資本財 | 0.29% | — | — | |
| 33 | TXT | Textron INC | 株式-資本財 | 0.29% | — | +6.51% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.28% | — | -16.92% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.27% | — | -17.56% | |
| 36 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.23% | — | — | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.19% | — | — | |
| 38 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-その他 | 0.18% | — | — | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | -76.07% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.17% | — | -27.70% | |
| 41 | VLO | Valero Energy CORP | 株式-エネルギー | 0.17% | — | — | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | +2.19% | |
| 43 | ROL | Rollins INC | 株式-一般消費財 | 0.17% | — | -29.92% | |
| 44 | FOSL | Fossil Group INC | 株式-その他 | 0.13% | — | -0.04% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.02% | — | -6.57% |