CIK: 0001708872
申告総資産額
$4.5億
| # | 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 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 31.64% | -0.03% | +4.33% | |
| 2 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 16.36% | +0.40% | -0.05% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 13.69% | -0.79% | +12.73% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.17% | +0.17% | +2.89% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.97% | -0.34% | +5.67% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.65% | +0.20% | +2.57% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.72% | -0.04% | -3.76% | |
| 8 | WEP | Magellan Midstream Partners | 株式-その他 | 1.67% | — | — | |
| 9 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.60% | — | -2.51% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | -0.07% | +14.77% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | -0.02% | -1.65% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.92% | -0.04% | -15.35% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 0.89% | -0.10% | -1.08% | |
| 14 | AAPL | Apple INC | 株式-IT | 0.78% | +0.55% | +2.71% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.75% | -0.04% | +280.95% | |
| 16 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.74% | +0.02% | — | |
| 17 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.59% | — | +123.60% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.44% | — | -3.76% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.03% | +2.88% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | — | -0.52% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | -0.03% | +3.42% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.21% | — | — | |
| 25 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.17% | — | — | |
| 26 | MNOV | Medicinova INC | 株式-その他 | 0.08% | — | — |