CIK: 0001542421
申告総資産額
$96.6億
上位200銘柄を表示中（全405銘柄）
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.15% | — | +33.57% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.52% | — | -6.09% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.27% | — | -13.46% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.32% | — | -38.99% | |
| 5 | CASS | Cass Information Systems INC | 株式-その他 | 3.25% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.87% | — | -61.09% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.38% | — | +18.68% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.36% | — | -5.67% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.17% | — | -18.27% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.79% | — | -1.90% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.70% | — | -21.21% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.68% | — | +203.92% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.64% | — | +0.65% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.56% | — | -7.50% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.55% | — | -7.02% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.54% | — | -2.01% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.42% | — | -10.15% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.40% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.37% | — | -13.82% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.23% | — | -9.17% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | — | -16.77% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | — | -18.68% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.11% | — | +14.77% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.03% | — | -22.83% | |
| 25 | CHCO | City Holding Co | 株式-その他 | 0.99% | — | — | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.99% | — | -11.00% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | — | +1007.29% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.87% | — | -14.18% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.86% | — | +52.12% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.83% | — | -5.71% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | — | +12.43% | |
| 32 | ROP | Roper Technologies INC | 株式-IT | 0.77% | — | -0.01% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.71% | — | +27.33% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.68% | — | +114.69% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.67% | — | +307.59% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | -7.08% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.62% | — | -19.30% | |
| 38 | NSP | Insperity INC | 株式-その他 | 0.62% | — | -1.03% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | +3.13% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | — | -8.28% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | — | -8.93% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | -1.72% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -12.69% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | -16.28% | |
| 45 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.48% | — | -48.24% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.47% | — | -30.30% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | -18.12% | |
| 48 | 2JE | Focus Financial Partners-a | 株式-その他 | 0.45% | — | -48.03% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.45% | — | -1.05% | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.44% | — | +82.91% |