CIK: 0001599579
申告総資産額
$41.0億
上位200銘柄を表示中(全204銘柄)
| # | 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 | 7.80% | — | — | |
| 2 | EMR | Emerson Electric Co | 株式-資本財 | 7.31% | — | +0.00% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 6.12% | -0.09% | +0.18% | |
| 4 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 5.49% | — | +217.93% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 5.11% | — | +0.04% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.49% | +0.11% | -0.11% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.03% | — | +0.08% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.62% | -0.12% | +0.06% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.31% | — | — | |
| 10 | ZM | Zoom Communications INC | 株式-IT | 2.25% | — | -0.12% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.05% | — | +0.23% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.86% | — | -9.52% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.75% | — | -9.04% | |
| 14 | DREUSD | Duke Realty CORP | 株式-その他 | 1.73% | — | +0.07% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.57% | — | +0.49% | |
| 16 | ENR | Energizer Holdings INC | 株式-その他 | 1.39% | — | — | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.34% | — | +0.60% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.17% | — | — | |
| 19 | FNV | Franco-nevada CORP | 株式-素材 | 1.17% | — | -5.85% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.08% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | -4.53% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.92% | — | -1.73% | |
| 23 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.90% | -0.17% | — | |
| 24 | ABX | Barrick Gold CORP | 株式-金融 | 0.79% | — | — | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | — | -1.19% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -2.74% | |
| 27 | EFSC | Enterprise Financial Service | 株式-その他 | 0.78% | — | -3.46% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.77% | — | +1.70% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | -1.82% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -1.15% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.15% | -14.06% | |
| 32 | CBSH | Commerce Bancshares INC | 株式-金融 | 0.66% | — | — | |
| 33 | CNC | Centene CORP | 株式-ヘルスケア | 0.66% | — | — | |
| 34 | EPC | Edgewell Personal Care Co | 株式-その他 | 0.65% | — | — | |
| 35 | USB | US Bancorp | 株式-金融 | 0.64% | — | -1.75% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | +0.05% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | -1.30% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.57% | +0.06% | +2.09% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | +64.01% | |
| 40 | NEM | Newmont CORP | 株式-素材 | 0.52% | — | -0.08% | |
| 41 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.51% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | -2.60% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | -0.96% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | — | -5.38% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | +0.03% | -0.71% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.49% | — | — | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | -9.74% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | -2.30% | |
| 49 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.46% | — | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.41% | — | -1.79% |