CIK: 0001367786
申告総資産額
$1.7億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 45.19% | — | -7.84% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 15.38% | — | -0.07% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.61% | — | -14.52% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.64% | — | -20.49% | |
| 5 | SYTUSD | Syngenta Ag-adr | 株式-その他 | 3.24% | — | — | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.82% | — | — | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.29% | — | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.50% | — | -3.01% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.45% | — | -4.80% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.25% | — | -0.43% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | — | -0.37% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | — | -3.18% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | -0.71% | |
| 14 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.90% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | — | — | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.70% | — | -0.53% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.69% | — | -13.75% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.66% | — | +1.41% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | -1.04% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -3.26% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.46% | — | -7.54% | |
| 23 | HXL | Hexcel CORP | 株式-資本財 | 0.44% | — | — | |
| 24 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.44% | — | — | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 0.43% | — | — | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.40% | — | +0.50% | |
| 27 | USB | US Bancorp | 株式-金融 | 0.40% | — | — | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.34% | — | +7.05% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | — | +0.49% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.29% | — | — | |
| 31 | RTN1USD | Raytheon Company | 株式-その他 | 0.27% | — | +0.51% | |
| 32 | GSBC | Great Southern Bancorp INC | 株式-その他 | 0.25% | — | — | |
| 33 | BDC | Belden INC | 株式-IT | 0.24% | — | — | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | +0.04% | |
| 35 | POL4EUR | Polyone Corporation | 株式-その他 | 0.22% | — | — | |
| 36 | ✓ | Exco Resources INC | 株式-その他 | 0.01% | — | — |