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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.63% | — | +2.73% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.08% | -2.29% | +3.28% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.69% | — | +3.11% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.94% | -0.10% | +2.92% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.98% | — | +3.05% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.97% | — | +0.98% | |
| 7 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 4.64% | — | +3.52% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.44% | +0.31% | +0.02% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.47% | — | +4.11% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.41% | — | -10.16% | |
| 11 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.34% | — | +3.33% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | -0.12% | — | |
| 13 | AAPL | Apple INC | 株式-IT | 1.65% | -0.28% | +5.54% | |
| 14 | COP | Conocophillips | 株式-エネルギー | 1.57% | +0.11% | -0.58% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.43% | — | +0.03% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.36% | -0.37% | -16.15% | |
| 17 | PSX | Phillips 66 | 株式-エネルギー | 1.34% | — | — | |
| 18 | SEIC | Sei Investments Company | 株式-金融 | 1.30% | — | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | +0.31% | -1.57% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.19% | — | +3.41% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.16% | — | +1.45% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.13% | — | -7.86% | |
| 23 | RTN1USD | Raytheon Company | 株式-その他 | 1.12% | — | +45.53% | |
| 24 | EQBK | Equity Bancshares INC - Cl A | 株式-その他 | 1.05% | — | +125.15% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | — | +2.05% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.06% | -0.16% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | +0.05% | -1.41% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +0.09% | |
| 29 | CFFN | Capitol Federal Financial In | 株式-その他 | 0.90% | — | — | |
| 30 | WMB | Williams Cos INC | 株式-エネルギー | 0.81% | +0.08% | -3.38% | |
| 31 | UBS | UBS Group AG | 株式-金融 | 0.73% | -0.11% | -2.76% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | +6.53% | |
| 33 | BBTUSD | Bb&t CORP | 株式-その他 | 0.59% | — | -14.25% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | -1.39% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.58% | +0.08% | +0.85% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | -0.16% | +27.40% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.56% | — | +0.75% | |
| 38 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.52% | — | — | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | — | |
| 40 | SYK | Stryker CORP | 株式-ヘルスケア | 0.51% | — | +0.63% | |
| 41 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.47% | — | +5.62% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.47% | — | +0.90% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.45% | — | +4.86% | |
| 44 | EVRG | Evergy INC | 株式-公益事業 | 0.44% | — | -9.39% | |
| 45 | CNOB | Connectone Bancorp INC | 株式-その他 | 0.43% | — | — | |
| 46 | INTC | Intel CORP | 株式-IT | 0.42% | — | +0.31% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.41% | -0.15% | — | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.40% | — | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.36% | — | +11.73% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | +0.17% |