CIK: 0001692632
申告総資産額
$6.2億
上位200銘柄を表示中（全257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 | 11.76% | -0.66% | -0.97% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.01% | — | -5.98% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.10% | +0.76% | +2.70% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.80% | +0.10% | -8.34% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.60% | +0.38% | -19.42% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.02% | -0.69% | -0.33% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.42% | +0.09% | -4.97% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.30% | +0.13% | +244.24% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.19% | +0.15% | -9.66% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.54% | — | — | |
| 11 | DAKT | Daktronics INC | 株式-その他 | 1.38% | -0.77% | -33.76% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.33% | +0.73% | -3.73% | |
| 13 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.26% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | — | +0.73% | |
| 15 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.22% | -0.13% | — | |
| 16 | GEVO | Gevo INC | 株式-その他 | 1.01% | +0.35% | — | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.24% | -1.42% | |
| 18 | XEL | Xcel Energy INC | 株式-公益事業 | 0.83% | — | +1.30% | |
| 19 | PM | Philip Morris International | 株式-生活必需品 | 0.81% | — | -5.81% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +8.22% | |
| 21 | ENB | Enbridge INC | 株式-エネルギー | 0.79% | +0.11% | +0.62% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | -13.17% | |
| 23 | DUK | Duke Energy CORP | 株式-公益事業 | 0.78% | — | -2.33% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | +0.11% | -0.10% | |
| 25 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.76% | — | +7.78% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.75% | -0.14% | -0.34% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.73% | — | -10.25% | |
| 28 | SO | Southern Co/the | 株式-公益事業 | 0.72% | — | -3.29% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | +0.22% | +5.49% | |
| 30 | WMB | Williams Cos INC | 株式-エネルギー | 0.70% | — | -0.91% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.23% | +8.40% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.67% | — | +9.28% | |
| 33 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.66% | — | +0.84% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | +0.41% | +112.90% | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.64% | — | — | |
| 36 | USB | US Bancorp | 株式-金融 | 0.64% | — | +6.99% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.63% | -0.34% | -4.34% | |
| 38 | UBER | Uber Technologies INC | 株式-資本財 | 0.62% | -0.27% | -3.44% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.61% | -0.31% | — | |
| 40 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.61% | — | +2.54% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | — | -1.82% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.25% | +24.72% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.59% | — | +10.26% | |
| 44 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.55% | — | +1.51% | |
| 45 | TRP | Tc Energy CORP | 株式-エネルギー | 0.54% | — | -0.57% | |
| 46 | CTAS | Cintas CORP | 株式-資本財 | 0.54% | — | -0.39% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -1.39% | |
| 49 | AEP | American Electric Power | 株式-公益事業 | 0.52% | — | +1.12% | |
| 50 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 0.51% | — | +25.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.6% | +244.24% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.5% | -0.33% | 減少 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +0.73% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.4% | -3.73% | 減少 |
| 5 | BTI | British American Tob-sp Adr | +0.3% | +25.63% | 増加 |
| 6 | PFE | Pfizer INC | +0.3% | +112.90% | 増加 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +24.72% | 増加 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.97% | 減少 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +21.83% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.49% | 増加 |
| 11 | PNC | Pnc Financial Services Group | +0.1% | +9.28% | 増加 |
| 12 | BMO | Bank Of Montreal | +0.1% | +3.89% | 増加 |
| 13 | NGG | National Grid Plc-sp Adr | +0.1% | +0.84% | 増加 |
| 14 | UBER | Uber Technologies INC | +0.1% | -3.44% | 減少 |
| 15 | NFLX | Netflix INC | +0.1% | +0.19% | 増加 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.75% | 減少 |
| 17 | ABBV | Abbvie INC | +0.1% | +8.22% | 増加 |
| 18 | CATH | Global X S&p 500 Ca Val ETF | +0.1% | — | 変化なし |
| 19 | HBAN | Huntington Bancshares INC | +0.1% | +2.54% | 増加 |
| 20 | XEL | Xcel Energy INC | 0% | +1.30% | 増加 |
| 21 | ENB | Enbridge INC | 0% | +0.62% | 増加 |
| 22 | VIOV | Vanguard S&p Small-cap 600 V | 0% | — | 変化なし |
| 23 | IJR | Ishares Core S&p Small-cap E | -0.1% | -4.97% | 減少 |
| 24 | VOOV | Vanguard S&p 500 Value ETF | -0.1% | — | 変化なし |
| 25 | ADBE | Adobe INC | -0.2% | -28.06% | 減少 |
| 26 | PAYX | Paychex INC | -0.2% | -43.49% | 減少 |
| 27 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -9.66% | 減少 |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -8.34% | 減少 |
| 29 | WDAY | Workday Inc-class A | -0.2% | -49.74% | 減少 |
| 30 | KVUE | Kenvue INC | -0.2% | -0.79% | 増加 |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.2% | +2.70% | 増加 |
| 32 | SPGI | S&p Global INC | -0.2% | -25.31% | 減少 |
| 33 | PGR | Progressive CORP | -0.2% | -5.21% | 減少 |
| 34 | LYB | LyondellBasell Industries N.V. | -0.2% | +55.50% | 減少 |
| 35 | ETR | Entergy CORP | -0.3% | -20.27% | 減少 |
| 36 | T | At&t INC | -0.3% | -19.02% | 減少 |
| 37 | PM | Philip Morris International | -0.3% | -5.81% | 減少 |
| 38 | GILD | Gilead Sciences INC | -0.4% | -10.25% | 減少 |
| 39 | DAKT | Daktronics INC | -0.4% | -33.76% | 減少 |
| 40 | VEA | Vanguard Ftse Developed ETF | -0.4% | -5.98% | 減少 |
| 41 | BMY | Bristol-myers Squibb Co | -0.7% | -76.28% | 減少 |
| 42 | ✓ | Big Sioux Financial | — | EXIT | 全売却 |
| 43 | GEVO | Gevo INC | — | NEW | 新規購入 |
| 44 | GSK | Gsk Plc-spon Adr | — | NEW | 新規購入 |
| 45 | DDOG | Datadog INC - Class A | — | NEW | 新規購入 |
| 46 | FE | Firstenergy CORP | — | NEW | 新規購入 |
| 47 | IAU | Ishares Gold Trust | — | NEW | 新規購入 |
| 48 | RWJ | Invesco S&p Smallcap 600 | — | NEW | 新規購入 |
| 49 | DIVI | Franklin International Core | — | NEW | 新規購入 |
| 50 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | 新規購入 |