CIK: 0001810676
申告総資産額
$2.6億
| # | 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 | JKHY | Jack Henry & Associates INC | 株式-IT | 13.32% | — | -30.26% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.75% | — | +0.23% | |
| 3 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 5.81% | — | +2.35% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.38% | — | +6.93% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.12% | — | +2.84% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.92% | — | +3.79% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.97% | — | +0.94% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.92% | — | +1.28% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.75% | — | +6.05% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.61% | — | +23.40% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.37% | — | -0.67% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.89% | — | +7.91% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 1.83% | — | -10.09% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.77% | — | +7.94% | |
| 15 | SMBC | Southern Missouri Bancorp | 株式-その他 | 1.73% | — | +0.41% | |
| 16 | ✓ | Iberiabank CORP | 株式-その他 | 1.71% | — | — | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.64% | — | +46.25% | |
| 18 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 1.63% | — | +4.49% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.30% | — | +21.31% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.28% | — | -43.35% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.17% | — | +26.52% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.16% | — | +36.19% | |
| 23 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.12% | — | +0.00% | |
| 24 | UMBF | Umb Financial CORP | 株式-金融 | 1.07% | — | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.93% | — | +85.16% | |
| 26 | USB | US Bancorp | 株式-金融 | 0.92% | — | +0.21% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | — | +34.52% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.91% | — | +22.35% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | — | +2.80% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | +0.67% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.71% | — | +15.78% | |
| 32 | INTU | Intuit INC | 株式-IT | 0.70% | — | -1.77% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.70% | — | +20.28% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | +21.59% | |
| 35 | IDV | Ishares International Select | ETF-その他 | 0.64% | — | +41.66% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.59% | — | +14.44% | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.57% | — | +48.53% | |
| 38 | CBSH | Commerce Bancshares INC | 株式-金融 | 0.56% | — | +0.04% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | — | +71.84% | |
| 40 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.53% | — | -1.78% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.50% | — | +44.95% | |
| 42 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.50% | — | -3.87% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.47% | — | +24.78% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.42% | — | +0.15% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.41% | — | +5.29% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.41% | — | +0.05% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.40% | — | +0.08% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | — | -3.44% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | +23.47% | |
| 50 | PAYC | Paycom Software INC | 株式-IT | 0.38% | — | +171.63% |