CIK: 0001844480
申告総資産額
$3.7億
| # | 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 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 7.84% | -0.18% | -0.10% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.51% | -0.28% | +5.37% | |
| 3 | IDV | Ishares International Select | ETF-その他 | 5.23% | -0.09% | -9.43% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 4.70% | +0.79% | +20.03% | |
| 5 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.41% | +0.03% | -7.05% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 4.39% | — | -0.61% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.04% | +0.56% | -0.28% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.82% | -1.43% | +2.85% | |
| 9 | OKE | Oneok INC | 株式-エネルギー | 3.44% | +0.25% | +24.57% | |
| 10 | AMLP | Alerian Mlp ETF | ETF-その他 | 3.42% | -0.01% | +10.93% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.09% | -0.27% | -0.47% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.67% | -0.27% | -1.12% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.37% | — | -3.20% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.93% | -0.32% | +5.24% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.90% | -0.25% | +1.23% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.70% | -0.12% | -38.00% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.65% | -0.71% | -0.38% | |
| 18 | COP | Conocophillips | 株式-エネルギー | 1.63% | +0.14% | -1.05% | |
| 19 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.62% | — | -0.20% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.44% | -0.38% | +2.49% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.36% | — | -26.03% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.21% | — | +4.00% | |
| 23 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.16% | — | -1.02% | |
| 24 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.14% | — | -1.78% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | — | — | |
| 26 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.96% | — | -22.85% | |
| 27 | PSX | Phillips 66 | 株式-エネルギー | 0.89% | +0.18% | -6.04% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.25% | +5.05% | |
| 29 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.81% | -0.09% | +68.04% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.80% | — | -2.23% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.76% | — | +3.54% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.64% | -0.05% | -0.37% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | +0.03% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | -3.30% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | -0.14% | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.06% | -8.57% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | -0.11% | +0.56% | |
| 38 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.53% | — | -1.48% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | — | |
| 40 | PRU | Prudential Financial INC | 株式-金融 | 0.51% | — | +0.35% | |
| 41 | ARLP | Alliance Resource Partners | 株式-その他 | 0.51% | — | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | -0.11% | -15.01% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.49% | — | — | |
| 44 | PAGP | Plains Gp Holdings Lp-cl A | 株式-エネルギー | 0.48% | — | +0.18% | |
| 45 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.48% | — | -4.29% | |
| 46 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.47% | — | -4.26% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | +1.59% | |
| 48 | AR | Antero Resources CORP | 株式-エネルギー | 0.43% | — | -0.09% | |
| 49 | DVN | Devon Energy CORP | 株式-エネルギー | 0.42% | — | +64.54% | |
| 50 | DAL | Delta Air Lines INC | 株式-資本財 | 0.41% | — | -2.91% |