CIK: 0001738560
申告総資産額
$2.0億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.44% | +1.39% | +3.60% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.35% | +0.45% | -6.72% | |
| 3 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.74% | -1.45% | -27.88% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.49% | +0.15% | +2.96% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.27% | -0.67% | +0.59% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.87% | — | +0.21% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.81% | -2.77% | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.63% | +1.24% | +143.98% | |
| 9 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 2.55% | — | +48.78% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.16% | +0.37% | -4.26% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.15% | +0.28% | +8.00% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.75% | — | -3.20% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.67% | -0.04% | -41.45% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | — | -0.94% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.52% | +0.32% | -1.28% | |
| 16 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.51% | -0.01% | +5.66% | |
| 17 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.46% | — | +82.03% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.40% | +5.05% | — | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.27% | — | +13.84% | |
| 20 | COR | Cencora INC | 株式-ヘルスケア | 1.25% | -0.62% | -38.10% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.21% | — | +830.81% | |
| 22 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 1.20% | -0.02% | +30.58% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.19% | +8.14% | |
| 24 | COP | Conocophillips | 株式-エネルギー | 1.12% | +0.25% | -2.43% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.11% | — | +27.64% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.09% | — | +0.57% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 1.08% | — | +1.53% | |
| 28 | PPC | Pilgrim's Pride CORP | 株式-生活必需品 | 1.07% | -0.47% | — | |
| 29 | HUM | Humana INC | 株式-ヘルスケア | 1.06% | — | — | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.06% | — | +3.36% | |
| 31 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.04% | — | — | |
| 32 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.03% | +0.29% | NEW | |
| 33 | BG | Bunge Global SA | 株式-生活必需品 | 1.02% | — | — | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | +0.28% | +17.28% | |
| 35 | NSP | Insperity INC | 株式-その他 | 0.98% | — | — | |
| 36 | HY | Hyster-yale INC | 株式-その他 | 0.97% | — | — | |
| 37 | WNC | Wabash National CORP | 株式-その他 | 0.96% | -0.47% | — | |
| 38 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.96% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | +27.36% | |
| 40 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.94% | -0.51% | -30.37% | |
| 41 | DAL | Delta Air Lines INC | 株式-資本財 | 0.93% | +0.33% | NEW | |
| 42 | MCY | Mercury General CORP | 株式-その他 | 0.91% | — | — | |
| 43 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.88% | — | -9.13% | |
| 44 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.83% | -0.47% | -5.39% | |
| 45 | WHD | Cactus INC - A | 株式-その他 | 0.77% | — | +1.54% | |
| 46 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.76% | — | -8.02% | |
| 47 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.74% | — | -2.89% | |
| 48 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.74% | -0.77% | EXIT | |
| 49 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.73% | -0.74% | EXIT | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.70% | — | -3.26% |