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 | 49.99% | — | +0.53% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 13.10% | — | -0.18% | |
| 3 | SYTUSD | Syngenta Ag-adr | 株式-その他 | 7.11% | — | +3.16% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.73% | — | +0.40% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.17% | — | -0.78% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.02% | — | — | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.66% | — | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.54% | — | — | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | — | -0.79% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | -0.77% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | -0.54% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | — | +3.21% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.13% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | — | |
| 15 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.96% | — | -0.11% | |
| 16 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.93% | — | -0.56% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | +1.02% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.49% | — | -29.59% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.46% | — | — | |
| 20 | EMR | Emerson Electric Co | 株式-資本財 | 0.44% | — | — | |
| 21 | USB | US Bancorp | 株式-金融 | 0.43% | — | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | — | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.36% | — | -13.57% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.35% | — | -5.24% | |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.34% | — | +0.52% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | -1.14% | |
| 27 | RTN1USD | Raytheon Company | 株式-その他 | 0.29% | — | +0.50% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | — | +0.52% | |
| 29 | GSBC | Great Southern Bancorp INC | 株式-その他 | 0.29% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | — | |
| 31 | BDC | Belden INC | 株式-IT | 0.26% | — | +11.73% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | +0.03% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.24% | — | +0.26% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | +0.40% | |
| 35 | POL4EUR | Polyone Corporation | 株式-その他 | 0.22% | — | — | |
| 36 | ✓ | Exco Resources INC | 株式-その他 | 0.01% | — | — |