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 | 54.31% | — | +2.45% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.62% | — | +1.68% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.45% | — | +2.52% | |
| 4 | WCGEUR | Wellcare Health Plans INC | 株式-その他 | 2.81% | — | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.51% | — | +5.81% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.46% | — | — | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.41% | — | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.20% | — | +40.86% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.13% | — | +32.82% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.70% | — | +0.68% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | +2.08% | |
| 12 | NTR | Nutrien LTD | 株式-素材 | 1.46% | — | +2.47% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | — | +2.06% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.87% | — | -2.03% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 0.66% | — | -3.44% | |
| 17 | HXL | Hexcel CORP | 株式-資本財 | 0.66% | — | +0.92% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | +5.48% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | +1.74% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.42% | — | +0.42% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | +56.99% | |
| 22 | EMR | Emerson Electric Co | 株式-資本財 | 0.36% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | -1.26% | |
| 24 | RTN1USD | Raytheon Company | 株式-その他 | 0.28% | — | +0.53% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | — | |
| 26 | USB | US Bancorp | 株式-金融 | 0.24% | — | — | |
| 27 | GSBC | Great Southern Bancorp INC | 株式-その他 | 0.23% | — | — | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | +0.33% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | — | +0.59% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | — | — | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.18% | — | — | |
| 32 | BDC | Belden INC | 株式-IT | 0.18% | — | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.16% | — | -50.00% | |
| 34 | GM | General Motors Co | 株式-一般消費財 | 0.16% | — | — |