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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.78% | +0.42% | +319.42% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.50% | -0.06% | -3.97% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 9.45% | — | +1168.96% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.74% | +0.14% | +588.43% | |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 4.72% | +0.39% | -4.83% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.31% | -0.12% | -3.37% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.26% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.13% | -0.21% | -2.85% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.06% | +0.33% | -4.97% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.58% | — | +1.15% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.39% | — | — | |
| 12 | DFIC | Dimensional International Co | ETF-その他 | 2.08% | — | -74.19% | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.89% | -0.05% | -61.05% | |
| 14 | BERYEUR | Berry Global Group INC | 株式-その他 | 1.76% | — | +10.07% | |
| 15 | DG | Dollar General CORP | 株式-生活必需品 | 1.56% | -0.05% | EXIT | |
| 16 | CLH | Clean Harbors INC | 株式-資本財 | 1.52% | +0.05% | -1.58% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.48% | -0.06% | +8.69% | |
| 18 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 1.36% | — | -1.22% | |
| 19 | LKQ | Lkq CORP | 株式-一般消費財 | 1.21% | -0.05% | -1.19% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.11% | — | -2.72% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.07% | — | -32.92% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.99% | — | -2.91% | |
| 23 | KNX | Knight-swift Transportation | 株式-資本財 | 0.94% | +0.13% | -1.17% | |
| 24 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.91% | — | -1.20% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | — | -1.85% | |
| 26 | AZO | Autozone INC | 株式-一般消費財 | 0.75% | -0.04% | -4.69% | |
| 27 | PGR | Progressive CORP | 株式-金融 | 0.72% | -0.03% | -1.17% | |
| 28 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.72% | — | -1.22% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.71% | — | -0.68% | |
| 30 | PNW | Pinnacle West Capital Corporation | 株式-公益事業 | 0.66% | -0.23% | EXIT | |
| 31 | MAS | Masco CORP | 株式-資本財 | 0.63% | -0.04% | -1.30% | |
| 32 | FDX | Fedex CORP | 株式-資本財 | 0.61% | -0.05% | EXIT | |
| 33 | AMH | American Homes 4 Rent- A | 株式-不動産 | 0.60% | — | +42.12% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | -0.04% | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | +7.98% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | -0.06% | +33.06% | |
| 37 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.37% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -0.05% | -0.49% | |
| 39 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.35% | — | -1.25% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.32% | -0.04% | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.27% | -0.16% | +4.63% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | — | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.24% | -0.11% | +8.93% | |
| 44 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.23% | — | -7.55% | |
| 45 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.22% | — | -2.67% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.21% | — | +0.74% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +71.17% | |
| 48 | WTFC | Wintrust Financial CORP | 株式-金融 | 0.16% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | +2.14% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.15% | +0.04% | — |