CIK: 0001596957
申告総資産額
$15.5億
| # | 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 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 27.54% | — | -0.62% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 13.78% | — | +1.03% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.95% | — | -2.65% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.16% | — | +6.42% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.60% | — | -3.04% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.73% | — | +0.74% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.52% | — | +1.51% | |
| 8 | CERNCHF | Cerner CORP | 株式-その他 | 2.13% | — | -1.42% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | +0.04% | +8.36% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.21% | +0.07% | +1.23% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | — | -0.72% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | -1.39% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +39.35% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.06% | +0.93% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.76% | — | +0.05% | |
| 16 | IDV | Ishares International Select | ETF-その他 | 0.75% | +0.04% | +4.19% | |
| 17 | T | At&t INC | 株式-通信サービス | 0.66% | — | +17.67% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.66% | — | +6.71% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.65% | — | -0.17% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | +0.14% | — | |
| 21 | ARCB | Arcbest CORP | 株式-その他 | 0.59% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +1.37% | |
| 23 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | +10.43% | |
| 24 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.52% | — | +100.86% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.49% | — | +7.78% | |
| 26 | SEB | Seaboard CORP | 株式-その他 | 0.42% | — | — | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.41% | — | +0.25% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.40% | — | +0.16% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | — | -12.25% | |
| 30 | DUK | Duke Energy CORP | 株式-公益事業 | 0.36% | — | +3.65% | |
| 31 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.35% | — | +4.88% | |
| 32 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.35% | — | +0.16% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | -7.25% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | +0.19% | +0.02% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | — | +1.27% | |
| 36 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.28% | — | +2.25% | |
| 37 | PLMKW | Plum Acquisition Corp. IV | 株式-その他 | 0.28% | — | +1.72% | |
| 38 | CLX | Clorox Company | 株式-生活必需品 | 0.28% | — | +0.38% | |
| 39 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.26% | — | -3.41% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | +0.06% | +0.05% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.25% | — | -0.01% | |
| 42 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 0.25% | — | +15.00% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | +0.06% | +0.56% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.23% | — | +1.27% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.23% | — | +11.59% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.23% | — | +5.98% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.23% | — | +0.60% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | — | +18.58% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.22% | — | -1.18% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.22% | — | +83.18% |