CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中(全289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 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.41% | +0.26% | +7.49% | |
| 2 | XLF | Ss Financial Select Sector | ETF-その他 | 4.97% | — | +2.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.74% | +0.05% | — | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.62% | — | +21.48% | |
| 5 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.60% | — | +59.62% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | — | -10.49% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.98% | — | +8.66% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.98% | -0.27% | +0.17% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.89% | -0.62% | -9.28% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.50% | -0.06% | -6.71% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.44% | — | +9.56% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.32% | — | +5.52% | |
| 13 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.16% | — | -23.17% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.13% | — | -0.02% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.02% | — | -6.09% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.65% | — | -10.19% | |
| 17 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.59% | -0.18% | — | |
| 18 | AMT | American Tower CORP | 株式-不動産 | 1.55% | — | -1.57% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.52% | — | -0.37% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | — | -4.79% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 1.29% | — | -3.49% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.27% | — | -1.45% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.26% | — | +19.29% | |
| 24 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.17% | — | +8.69% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 1.14% | +0.64% | -5.32% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.08% | — | +0.58% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.06% | — | -2.00% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | -4.65% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | — | -11.45% | |
| 30 | LARK | Landmark Bancorp INC | 株式-その他 | 0.99% | — | +2.48% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | -26.85% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | +0.30% | -0.59% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.91% | — | -2.86% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.89% | -0.04% | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | — | — | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -1.13% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | -0.22% | EXIT | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.80% | — | -25.05% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.79% | +0.31% | -6.73% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | -7.39% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | — | +87.31% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | -5.64% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.60% | -0.06% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | — | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.58% | +0.05% | -2.69% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.56% | — | +7.02% | |
| 48 | EVRG | Evergy INC | 株式-公益事業 | 0.55% | — | — | |
| 49 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.55% | — | — | |
| 50 | FFG | Fbl Financial Group Inc-cl A | 株式-その他 | 0.52% | — | — |