CIK: 0001661144
申告総資産額
$8.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.89% | -0.45% | -3.00% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.34% | +0.23% | +2.54% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.82% | +0.16% | +0.40% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 8.32% | -0.14% | +3.79% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.57% | — | +239.00% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.55% | +0.38% | +25.93% | |
| 7 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 3.15% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.60% | -0.23% | +6.98% | |
| 9 | CERNCHF | Cerner CORP | 株式-その他 | 2.54% | — | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.41% | +0.10% | +3.74% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.23% | — | +23.17% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.03% | — | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.91% | +0.06% | +10.13% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.76% | +0.10% | -0.04% | |
| 15 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.40% | — | +26.76% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.27% | -0.07% | — | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.23% | -0.03% | +25.89% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.13% | -0.04% | — | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | +29.85% | |
| 20 | CBSH | Commerce Bancshares INC | 株式-金融 | 1.09% | — | — | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.08% | — | +25.55% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.04% | -0.11% | +49.06% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | -0.04% | +30.60% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | — | — | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.96% | — | +91.33% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | — | +41.20% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | — | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | +8.69% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.70% | +0.07% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.67% | +0.04% | — | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.67% | — | -0.29% | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | — | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | -0.03% | — | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | — | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.55% | — | +91.35% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.54% | — | — | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.53% | — | — | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.51% | -0.05% | — | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | +0.03% | — | |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.48% | — | -0.28% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.47% | — | +230.68% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | — | +184.35% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.39% | — | +4.59% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.23% | +4.70% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.38% | — | +0.80% | |
| 47 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 0.37% | — | — | |
| 48 | DDOG | Datadog INC - Class A | 株式-IT | 0.36% | — | +20.87% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.34% | — | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | +161.09% |