CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全889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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 7.91% | -0.15% | +0.16% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 6.57% | -0.16% | +1.73% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.14% | -0.16% | -1.07% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.05% | +0.64% | +0.79% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.70% | +0.31% | +0.60% | |
| 6 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 5.14% | -0.04% | +2.90% | |
| 7 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.87% | +0.09% | -0.37% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.64% | +0.30% | +1.23% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.31% | +0.13% | +1.76% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.28% | +0.40% | -0.96% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.04% | +0.53% | +2.33% | |
| 12 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 3.51% | +0.40% | +0.46% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.06% | -0.04% | +14.27% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.41% | -0.04% | +14.48% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.09% | — | -0.48% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.68% | -0.01% | +4.94% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.36% | -0.62% | +184.45% | |
| 18 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.06% | — | -0.45% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.02% | +0.04% | +0.83% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.94% | — | -1.49% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.91% | +0.26% | +99.04% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.90% | — | +1.46% | |
| 23 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.89% | — | +0.02% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | +0.10% | +1.97% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | +0.05% | +2.42% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | -0.27% | +36.58% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | +49.40% | |
| 28 | SHYM | Ishares Short Duration High | ETF-その他 | 0.59% | — | +7.76% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.56% | +0.06% | -2.25% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | +0.05% | +4.16% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | +0.08% | +1245.86% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | -1.34% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | +0.12% | +11.85% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.38% | — | -1.59% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | — | +0.65% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.37% | +0.04% | +466.76% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.34% | +0.09% | +23.98% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | -0.06% | +18.80% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | — | +22.85% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.29% | — | +92.99% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.28% | — | +27037.44% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | — | -0.38% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.25% | — | -3.03% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.24% | — | -7.06% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | -0.16% | +436.69% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.24% | — | -3.23% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.24% | — | +20.11% | |
| 48 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.24% | +0.06% | +0.02% | |
| 49 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.22% | +0.10% | +0.26% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | -0.15% | +311.81% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.9% | +184.45% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +1245.86% | 増加 |
| 3 | VV | Vanguard Large-cap ETF | +0.3% | +466.76% | 増加 |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +27037.44% | 増加 |
| 5 | LLY | Eli Lilly & Co | +0.2% | +436.69% | 増加 |
| 6 | CBSH | Commerce Bancshares INC | +0.2% | +1620.86% | 増加 |
| 7 | MUB | Ishares National Muni Bond E | +0.2% | +14.27% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +36.58% | 増加 |
| 9 | ABBV | Abbvie INC | +0.2% | +311.81% | 増加 |
| 10 | PM | Philip Morris International | +0.2% | +3754.55% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | +49.40% | 増加 |
| 12 | MCD | Mcdonald's CORP | +0.1% | +359.30% | 増加 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +284.81% | 増加 |
| 14 | JMST | JPM Ultra-short Muni Income | +0.1% | +14.48% | 増加 |
| 15 | ABT | Abbott Laboratories | +0.1% | +986.80% | 増加 |
| 16 | RTX | Rtx CORP | +0.1% | +689.88% | 増加 |
| 17 | APD | Air Products & Chemicals INC | +0.1% | +65720.00% | 増加 |
| 18 | LARK | Landmark Bancorp INC | +0.1% | +117.15% | 増加 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.65% | 増加 |
| 20 | NVDA | Nvidia CORP | +0.1% | +58.79% | 増加 |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | +20.11% | 増加 |
| 22 | CAT | Caterpillar INC | +0.1% | +270.50% | 増加 |
| 23 | DE | Deere & Co | +0.1% | +2309.62% | 増加 |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1675.19% | 増加 |
| 25 | GE | General Electric | +0.1% | +323.06% | 増加 |
| 26 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +195.93% | 増加 |
| 27 | AMZN | Amazon.com INC | 0% | +22.85% | 増加 |
| 28 | WMT | Walmart INC | 0% | +44.98% | 増加 |
| 29 | ORCL | Oracle CORP | 0% | +235.73% | 増加 |
| 30 | PEP | Pepsico INC | 0% | +60.01% | 増加 |
| 31 | MRSH | Marsh & Mclennan Cos | 0% | +29912.50% | 増加 |
| 32 | MTUM | Ishares Msci USA Momentum Fa | 0% | +23.98% | 増加 |
| 33 | MRK | Merck & Co. INC. | 0% | -0.38% | 減少 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +18.80% | 増加 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +11.85% | 増加 |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | +0.83% | 増加 |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | +4.94% | 増加 |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.2% | +1.23% | 増加 |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.2% | -0.37% | 減少 |
| 40 | VOE | Vanguard Mid-cap Value ETF | -0.2% | +1.76% | 増加 |
| 41 | EDIV | State Street Spdr S&p Emergi | -0.3% | +2.90% | 増加 |
| 42 | IWB | Ishares Russell 1000 ETF | -0.3% | -0.96% | 減少 |
| 43 | VTV | Vanguard Value ETF | -0.3% | +0.60% | 増加 |
| 44 | VUG | Vanguard Growth ETF | -0.4% | +0.79% | 増加 |
| 45 | VOT | Vanguard Mid-cap Growth ETF | -0.5% | +2.33% | 増加 |
| 46 | BND | Vanguard Total Bond Market | -0.5% | +1.73% | 増加 |
| 47 | AGG | Ishares Core U.s. Aggregate | -0.7% | -1.07% | 減少 |
| 48 | AXP | American Express Co | — | NEW | 新規購入 |
| 49 | MO | Altria Group INC | — | NEW | 新規購入 |
| 50 | MCO | Moody's CORP | — | NEW | 新規購入 |