CIK: 0001735734
申告総資産額
$6.3億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.85% | +0.05% | +4.17% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.50% | — | +2.88% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 5.56% | — | +3.46% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.92% | — | +3.23% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.73% | -2.29% | +3.09% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.14% | -0.10% | +2.86% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.94% | — | +3.26% | |
| 8 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 3.33% | — | +2.54% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.87% | — | -1.82% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.50% | — | +4.54% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.47% | — | — | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.28% | +0.31% | +3.24% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.94% | — | -3.20% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.90% | — | -0.16% | |
| 15 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.67% | — | +3.37% | |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.48% | — | +3.61% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.45% | +0.11% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.44% | -0.12% | -0.34% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | — | -53.81% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.17% | — | -50.49% | |
| 21 | SEIC | Sei Investments Company | 株式-金融 | 1.17% | — | — | |
| 22 | AAPL | Apple INC | 株式-IT | 1.16% | -0.28% | +2.88% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.13% | — | -5.35% | |
| 24 | T | At&t INC | 株式-通信サービス | 1.09% | — | +8.16% | |
| 25 | PSX | Phillips 66 | 株式-エネルギー | 1.05% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.37% | -2.46% | |
| 27 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.91% | — | -4.58% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | +0.02% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.83% | — | +4.51% | |
| 30 | UBS | UBS Group AG | 株式-金融 | 0.82% | -0.11% | -0.12% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.31% | +1.51% | |
| 32 | RTN1USD | Raytheon Company | 株式-その他 | 0.74% | — | — | |
| 33 | CFFN | Capitol Federal Financial In | 株式-その他 | 0.70% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | +0.81% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -0.49% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | +0.05% | +4.57% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | — | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | — | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.55% | — | — | |
| 40 | BBTUSD | Bb&t CORP | 株式-その他 | 0.55% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.53% | — | — | |
| 42 | EQBK | Equity Bancshares INC - Cl A | 株式-その他 | 0.53% | — | +26.46% | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.49% | — | +5.42% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.06% | +2.62% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.43% | — | +0.76% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.41% | — | — | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | -4.84% | |
| 50 | CNOB | Connectone Bancorp INC | 株式-その他 | 0.37% | — | — |