CIK: 0001593038
申告総資産額
$4.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 19.46% | -0.06% | -0.74% | |
| 2 | DFIC | Dimensional International Co | ETF-その他 | 9.52% | — | +0.95% | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 6.72% | -0.05% | +4.73% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 6.21% | +0.39% | +0.64% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.18% | -0.12% | -0.77% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.21% | +0.42% | -47.39% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.15% | -0.21% | -2.40% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.04% | +0.33% | -0.88% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.12% | — | -43.84% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.34% | — | -2.36% | |
| 11 | DG | Dollar General CORP | 株式-生活必需品 | 2.13% | -0.05% | EXIT | |
| 12 | CLH | Clean Harbors INC | 株式-資本財 | 2.05% | +0.05% | +1.60% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.77% | -0.06% | -38.65% | |
| 14 | BERYEUR | Berry Global Group INC | 株式-その他 | 1.70% | — | +63.82% | |
| 15 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.69% | — | +1.28% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.51% | — | -3.16% | |
| 17 | LKQ | Lkq CORP | 株式-一般消費財 | 1.49% | -0.05% | +1.46% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.34% | +0.14% | -48.30% | |
| 19 | KNX | Knight-swift Transportation | 株式-資本財 | 1.23% | +0.13% | +1.72% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.22% | — | +5.64% | |
| 21 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.21% | — | -31.50% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | — | -17.40% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.02% | — | -2.79% | |
| 24 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 1.02% | -0.23% | EXIT | |
| 25 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.99% | — | +1.25% | |
| 26 | AZO | Autozone INC | 株式-一般消費財 | 0.94% | -0.04% | +6.10% | |
| 27 | PGR | Progressive CORP | 株式-金融 | 0.90% | -0.03% | +1.60% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.90% | — | -1.35% | |
| 29 | MAS | Masco CORP | 株式-資本財 | 0.88% | -0.04% | +1.18% | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 0.73% | -0.05% | EXIT | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.05% | -8.96% | |
| 32 | AMH | American Homes 4 Rent- A | 株式-不動産 | 0.63% | — | +1.11% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.63% | — | -47.77% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | -0.04% | -8.43% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | -0.06% | +1945.16% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.48% | — | — | |
| 37 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.44% | — | +1.27% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | -0.04% | -3.97% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.35% | -0.16% | +1.52% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.35% | — | -2.41% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | — | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.29% | — | +0.60% | |
| 43 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.25% | — | — | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.25% | -0.11% | +2.53% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | +5.96% | |
| 46 | WTFC | Wintrust Financial CORP | 株式-金融 | 0.21% | — | -50.00% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | -5.55% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | -30.43% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.18% | — | -51.96% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | — | +2045.04% |