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 | 31.50% | -0.03% | -0.76% | |
| 2 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 15.86% | +0.40% | -2.22% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 14.64% | -0.79% | +3.59% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.55% | +0.17% | +2.97% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.70% | +0.20% | -0.54% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.66% | -0.34% | -5.18% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.58% | -0.04% | -9.63% | |
| 8 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.56% | — | — | |
| 9 | WEP | Magellan Midstream Partners | 株式-その他 | 1.43% | — | -6.26% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | -0.07% | -1.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | -0.02% | -11.61% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.83% | -0.04% | -12.51% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.78% | +0.55% | +0.02% | |
| 14 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.64% | +0.02% | — | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.64% | -0.04% | -16.26% | |
| 16 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.59% | — | — | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | — | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 0.47% | -0.10% | -44.29% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | -0.03% | -1.31% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | -0.03% | — | |
| 21 | ET | Energy Transfer LP | 株式-エネルギー | 0.34% | — | — | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.34% | — | -3.67% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.32% | — | — | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.30% | — | -31.70% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.17% | — | — | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.17% | — | — | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.17% | — | -20.49% | |
| 29 | MNOV | Medicinova INC | 株式-その他 | 0.07% | — | — |