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 | 45.79% | — | +6.15% | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 14.73% | — | +4.43% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.45% | — | -0.18% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.99% | — | +5.88% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.77% | — | -8.34% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.64% | — | -0.78% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.34% | — | -3.44% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 2.05% | — | +2.24% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.94% | — | -0.98% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.72% | — | -0.97% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 1.65% | — | +3.29% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.51% | — | — | |
| 13 | XLB | Ss Materials Select Sector | ETF-その他 | 1.44% | — | +3.86% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | -0.57% | |
| 15 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 1.22% | — | +2.75% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | — | +0.02% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 0.73% | — | -0.83% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | — | |
| 21 | DUK | Duke Energy CORP | 株式-公益事業 | 0.34% | — | +0.07% | |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.33% | — | +0.35% | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 0.27% | — | — | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | -0.74% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | — | -3.46% | |
| 26 | KLAC | Kla CORP | 株式-IT | 0.23% | — | +0.27% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | — | |
| 28 | USB | US Bancorp | 株式-金融 | 0.17% | — | — | |
| 29 | GSBC | Great Southern Bancorp INC | 株式-その他 | 0.16% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.15% | — | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.15% | — | -12.37% | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 0.15% | — | — | |
| 33 | AVNT | Avient CORP | 株式-素材 | 0.15% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | — | — | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.14% | — | — | |
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.13% | — | — | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | — | +5.18% | |
| 38 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.12% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.12% | — | +0.18% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | — | |
| 41 | CSX | Csx CORP | 株式-資本財 | 0.11% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.10% | — | — | |
| 43 | BDC | Belden INC | 株式-IT | 0.10% | — | — |