CIK: 0001599579
申告総資産額
$41.0億
| # | 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 | AVDE | Avantis International Equity | ETF-その他 | 8.14% | — | +37.51% | |
| 2 | EMR | Emerson Electric Co | 株式-資本財 | 6.68% | — | +0.01% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 5.83% | — | -0.31% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 5.82% | -0.09% | +6.23% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.82% | +0.11% | +8.33% | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 3.47% | — | +24.08% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.25% | — | -0.85% | |
| 8 | ZM | Zoom Communications INC | 株式-IT | 2.65% | — | -46.32% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.42% | — | +0.26% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.22% | — | +23.20% | |
| 11 | DREUSD | Duke Realty CORP | 株式-その他 | 2.06% | — | -2.17% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.99% | -0.12% | +30.81% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.90% | — | +1.57% | |
| 14 | FNV | Franco-nevada CORP | 株式-素材 | 1.89% | — | -1.50% | |
| 15 | ENR | Energizer Holdings INC | 株式-その他 | 1.77% | — | -1.25% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.75% | — | -5.51% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.65% | — | +5.24% | |
| 18 | ABX | Barrick Gold CORP | 株式-金融 | 1.49% | — | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.45% | — | +35.63% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | -11.15% | |
| 21 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.19% | -0.17% | -2.65% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.14% | — | +7.69% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | -10.44% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | +13.83% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.15% | +23.21% | |
| 26 | EFSC | Enterprise Financial Service | 株式-その他 | 0.74% | — | +0.03% | |
| 27 | EPC | Edgewell Personal Care Co | 株式-その他 | 0.70% | — | -0.07% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.68% | — | +8.15% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.68% | — | +60.07% | |
| 30 | CBSH | Commerce Bancshares INC | 株式-金融 | 0.67% | — | -4.00% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.65% | — | -0.98% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | +1.01% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | -0.30% | |
| 34 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.61% | — | +74.34% | |
| 35 | USB | US Bancorp | 株式-金融 | 0.60% | — | +0.58% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | +2.15% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.59% | +0.06% | +18.29% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | +0.36% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +0.28% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | -1.10% | |
| 41 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.58% | — | +8.88% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | +0.03% | +1.98% | |
| 43 | PAAS | Pan American Silver CORP | 株式-素材 | 0.52% | — | — | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.52% | — | — | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | +5.22% | |
| 46 | RGA | Reinsurance Group Of America | 株式-金融 | 0.43% | — | -3.32% | |
| 47 | VUG | Vanguard Growth ETF | ETF-その他 | 0.42% | — | -2.12% | |
| 48 | VTV | Vanguard Value ETF | ETF-その他 | 0.42% | — | -3.21% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | +18.33% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +43.77% |