CIK: 0001692632
申告総資産額
$6.2億
上位200銘柄を表示中（全236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 | 12.05% | -0.66% | -0.37% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.21% | — | +3.74% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.17% | +0.76% | +4.23% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.98% | +0.10% | +0.18% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.38% | +0.38% | +2.82% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.69% | +0.27% | |
| 7 | DAKT | Daktronics INC | 株式-その他 | 2.59% | -0.77% | -9.07% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.54% | +0.09% | +0.28% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.20% | +0.15% | +0.66% | |
| 10 | ✓ | Big Sioux Financial | 株式-その他 | 2.08% | — | — | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.62% | — | — | |
| 12 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.40% | — | — | |
| 13 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.22% | -0.13% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.16% | +0.73% | -9.21% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.24% | +0.84% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | — | -5.65% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | — | +0.22% | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.92% | — | +0.69% | |
| 19 | NOW | Servicenow INC | 株式-IT | 0.88% | -0.34% | -6.17% | |
| 20 | WMB | Williams Cos INC | 株式-エネルギー | 0.85% | — | -17.61% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 0.85% | — | -13.61% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | +0.11% | -1.52% | |
| 23 | DUK | Duke Energy CORP | 株式-公益事業 | 0.81% | — | -8.62% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.80% | -0.14% | +1.60% | |
| 25 | XEL | Xcel Energy INC | 株式-公益事業 | 0.78% | — | -1.28% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 0.77% | — | -8.86% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.75% | +0.13% | -1.05% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.75% | — | +5.40% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | — | -1.32% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.72% | -0.30% | -3.09% | |
| 31 | ENB | Enbridge INC | 株式-エネルギー | 0.72% | +0.11% | +0.51% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.67% | — | +3.06% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.66% | — | -3.94% | |
| 34 | INTU | Intuit INC | 株式-IT | 0.66% | -0.31% | +1.52% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | — | +49.22% | |
| 36 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.62% | — | -2.49% | |
| 37 | PGR | Progressive CORP | 株式-金融 | 0.60% | -0.13% | -0.83% | |
| 38 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.59% | — | — | |
| 39 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.59% | — | -10.26% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +3.21% | |
| 41 | CTAS | Cintas CORP | 株式-資本財 | 0.57% | — | -1.12% | |
| 42 | ETR | Entergy CORP | 株式-公益事業 | 0.56% | — | +89.17% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.23% | +30.89% | |
| 44 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.53% | — | -3.89% | |
| 45 | TRP | Tc Energy CORP | 株式-エネルギー | 0.52% | — | +0.60% | |
| 46 | MRVL | Marvell Technology INC | 株式-IT | 0.50% | -0.12% | +20.53% | |
| 47 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.49% | — | +0.72% | |
| 48 | TFC | Truist Financial CORP | 株式-金融 | 0.49% | — | -0.14% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | -0.89% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.48% | — | -9.64% |