CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全310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 | WDC | Western Digital CORP | 株式-IT | 7.54% | — | +86.43% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 6.13% | -0.06% | -2.49% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.78% | — | +90.10% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.61% | -0.27% | -0.19% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 4.41% | — | +0.37% | |
| 6 | EMN | Eastman Chemical Co | 株式-素材 | 4.34% | — | +2.34% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.32% | — | +1.67% | |
| 8 | T | At&t INC | 株式-通信サービス | 4.30% | — | +4.62% | |
| 9 | NUE | Nucor CORP | 株式-素材 | 4.17% | — | +14.14% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 4.08% | — | +12.09% | |
| 11 | AAPL | Apple INC | 株式-IT | 4.08% | -0.62% | +2.32% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.79% | — | +0.77% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 3.78% | — | +8.15% | |
| 14 | TWXCHF | Time Warner INC | 株式-その他 | 3.60% | — | +1.51% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.53% | — | +5.46% | |
| 16 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 3.40% | — | -5.54% | |
| 17 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 2.55% | — | +4.03% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | +0.05% | -2.22% | |
| 19 | AMT | American Tower CORP | 株式-不動産 | 1.82% | — | -3.89% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.72% | — | -17.84% | |
| 21 | ✓ | 株式-その他 | 1.27% | — | -4.70% | ||
| 22 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.70% | -0.18% | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.65% | -0.04% | -12.02% | |
| 24 | LARK | Landmark Bancorp INC | 株式-その他 | 0.62% | — | -2.45% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | -0.22% | EXIT | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -0.95% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | -21.74% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | +0.64% | -61.18% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | +0.30% | -69.67% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | -0.95% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | +0.31% | -69.41% | |
| 32 | FFG | Fbl Financial Group Inc-cl A | 株式-その他 | 0.41% | — | — | |
| 33 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.39% | — | -4.05% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.38% | — | -3.34% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.37% | — | -13.58% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | +0.05% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | +0.10% | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.30% | — | — | |
| 39 | WRUSD | Westar Energy INC | 株式-その他 | 0.30% | — | -3.33% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.30% | — | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.29% | — | -4.12% | |
| 42 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.26% | — | -2.45% | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.25% | -0.06% | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.24% | -0.16% | — | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.23% | — | -8.98% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.23% | — | -3.77% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | -0.11% | -2.95% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.22% | — | -2.34% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | -63.81% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | — | -1.62% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WDC | Western Digital CORP | +4.1% | +86.43% | 増加 |
| 2 | AMZN | Amazon.com INC | +3.2% | +90.10% | 増加 |
| 3 | CSCO | Cisco Systems INC | +1.2% | +12.09% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +1.1% | -2.49% | 減少 |
| 5 | EMN | Eastman Chemical Co | +1% | +2.34% | 増加 |
| 6 | HD | Home Depot INC | +1% | +8.15% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | -0.19% | 減少 |
| 8 | NUE | Nucor CORP | +1% | +14.14% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +1% | +0.77% | 増加 |
| 10 | T | At&t INC | +1% | +4.62% | 増加 |
| 11 | AAPL | Apple INC | +1% | +2.32% | 増加 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.8% | +5.46% | 増加 |
| 13 | GILD | Gilead Sciences INC | +0.8% | -5.54% | 減少 |
| 14 | MRK | Merck & Co. INC. | +0.8% | +1.67% | 増加 |
| 15 | TWXCHF | Time Warner INC | +0.7% | +1.51% | 増加 |
| 16 | FFG | Fbl Financial Group Inc-cl A | +0.1% | — | 変化なし |
| 17 | BA | Boeing Co/the | +0.1% | — | 変化なし |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | -17.84% | 減少 |
| 19 | LARK | Landmark Bancorp INC | +0.1% | -2.45% | 減少 |
| 20 | MUB | Ishares National Muni Bond E | 0% | -12.02% | 減少 |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | 0% | -13.58% | 減少 |
| 22 | VIG | Vanguard Dividend Apprec ETF | 0% | -21.74% | 減少 |
| 23 | TIP | Ishares Tips Bond ETF | -0.1% | -43.25% | 減少 |
| 24 | IWV | Ishares Russell 3000 ETF | -0.1% | -86.90% | 減少 |
| 25 | BSV | Vanguard Short-term Bond ETF | -0.1% | -81.08% | 減少 |
| 26 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -78.23% | 減少 |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -62.96% | 減少 |
| 28 | ✓ | Powershares | -0.1% | -75.28% | 減少 |
| 29 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -63.81% | 減少 |
| 30 | VNQ | Vanguard Real Estate ETF | -0.4% | -85.15% | 減少 |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | -82.79% | 減少 |
| 32 | VUG | Vanguard Growth ETF | -0.5% | -61.18% | 減少 |
| 33 | VCIT | Vanguard Int-term Corporate | -0.6% | -87.68% | 減少 |
| 34 | AGG | Ishares Core U.s. Aggregate | -0.6% | -90.89% | 減少 |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.7% | -69.67% | 減少 |
| 36 | VTV | Vanguard Value ETF | -0.7% | -69.41% | 減少 |
| 37 | ✓ | Ishares Tr | -1.5% | -99.66% | 減少 |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | -1.5% | -99.49% | 減少 |
| 39 | IBMHEUR | Ishares Ibonds Sep 2019 Term | -1.6% | -99.50% | 減少 |
| 40 | ✓ | Ishares Ibonds Sep 2020 Amt | -1.6% | -99.56% | 減少 |
| 41 | ✓ | Ishares Tr | -1.8% | -99.89% | 減少 |
| 42 | SBUX | Starbucks CORP | -1.9% | -99.03% | 減少 |
| 43 | ✓ | Ishares | -2% | -99.96% | 減少 |
| 44 | ✓ | Ishares Tr | -2% | -99.90% | 減少 |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | -2% | -99.90% | 減少 |
| 46 | QCOM | Qualcomm INC | -3.1% | -99.43% | 減少 |
| 47 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | — | EXIT | 全売却 |
| 49 | OKE | Oneok INC | — | NEW | 新規購入 |
| 50 | OKE | ONEOK, Inc. | — | EXIT | 全売却 |