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 | 40.73% | — | -8.98% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 18.75% | — | -5.99% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 9.79% | — | -4.54% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.40% | — | -0.90% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.98% | — | -5.86% | |
| 6 | PGR | Progressive CORP | 株式-金融 | 1.66% | — | -3.44% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | — | +0.35% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.30% | — | +2.45% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.29% | — | -1.61% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.27% | — | +6.19% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.99% | — | +96.43% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.91% | — | -8.98% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.90% | — | -3.00% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | — | +0.78% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.88% | — | +95.29% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.81% | — | +5.68% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | -14.09% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | +3.03% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.60% | — | +95.07% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.56% | — | +5.80% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.56% | — | +11.67% | |
| 22 | KR | Kroger Co | 株式-生活必需品 | 0.53% | — | -1.85% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | +0.29% | |
| 24 | CI | THE Cigna Group | 株式-ヘルスケア | 0.47% | — | +0.76% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.43% | — | +1.75% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +1.57% | |
| 27 | TXT | Textron INC | 株式-資本財 | 0.35% | — | +15.08% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.33% | — | +3.40% | |
| 29 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.32% | — | +0.39% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +8.93% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.32% | — | +8.94% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.28% | — | — | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | -4.72% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.25% | — | +9.40% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.25% | — | -7.52% | |
| 36 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.24% | — | -0.05% | |
| 37 | LUV | Southwest Airlines Co | 株式-資本財 | 0.21% | — | -5.88% | |
| 38 | SRE | Sempra | 株式-公益事業 | 0.19% | — | — | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.19% | — | +6.96% | |
| 40 | ROL | Rollins INC | 株式-一般消費財 | 0.18% | — | -18.69% | |
| 41 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.17% | — | — | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.17% | — | — | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.17% | — | -48.58% | |
| 44 | BANC | Banc Of California INC | 株式-その他 | 0.12% | — | — | |
| 45 | FOSL | Fossil Group INC | 株式-その他 | 0.10% | — | -0.04% | |
| 46 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.08% | — | — | |
| 47 | LOAN | Manhattan Bridge Capital INC | 株式-その他 | 0.03% | — | +50.12% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.02% | — | +0.38% |