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 | 21.03% | -0.03% | +0.15% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 16.46% | +0.76% | +2.35% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 15.25% | -0.79% | -0.55% | |
| 4 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 9.58% | +0.40% | -1.25% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.32% | +0.17% | -0.44% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.70% | +0.20% | -0.47% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.55% | -0.34% | -0.11% | |
| 8 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.19% | — | — | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.18% | — | -0.93% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.06% | -0.04% | -0.37% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | -0.07% | +0.02% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.91% | — | -0.87% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | — | +1.99% | |
| 14 | WEP | Magellan Midstream Partners | 株式-その他 | 0.81% | — | — | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.81% | — | +1.52% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | -0.02% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 0.72% | +0.55% | +0.02% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.67% | -0.04% | -6.36% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.55% | -0.04% | +0.54% | |
| 20 | AWR | American States Water Co | 株式-公益事業 | 0.49% | — | — | |
| 21 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.47% | +0.02% | — | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 0.46% | -0.10% | +0.02% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.38% | — | -7.22% | |
| 24 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.38% | — | -11.20% | |
| 25 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.30% | — | +0.69% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.04% | — | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.27% | — | +3.40% | |
| 28 | MBB | Ishares Mbs ETF | ETF-その他 | 0.26% | +0.05% | +0.44% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.26% | — | +2.12% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | -0.03% | -11.24% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.03% | -11.24% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | — | +6.16% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.21% | — | +1.90% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.20% | — | -7.49% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.19% | — | — | |
| 36 | AWK | American Water Works Co INC | 株式-公益事業 | 0.17% | +0.05% | NEW | |
| 37 | ✓ | Tocagen INC | 株式-その他 | 0.16% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.04% | — | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.14% | — | +0.32% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.14% | — | -8.17% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.14% | — | — | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.13% | — | -1.76% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.13% | — | +2.12% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.12% | — | — | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.12% | +0.04% | — | |
| 46 | ET | Energy Transfer LP | 株式-エネルギー | 0.11% | — | — | |
| 47 | MNOV | Medicinova INC | 株式-その他 | 0.09% | — | — |