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 | VUG | Vanguard Growth ETF | ETF-その他 | 15.70% | -0.79% | +0.95% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 14.56% | -0.03% | -0.35% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 11.76% | +0.76% | -0.99% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.35% | -0.34% | +27.29% | |
| 5 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 10.54% | +0.40% | +21.79% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.77% | +0.20% | +3.39% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.41% | +0.17% | -0.33% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 4.95% | — | +14.26% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.68% | — | +21.49% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.30% | — | +11.29% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.28% | +0.55% | +0.01% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | -0.07% | +6.63% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.00% | -0.04% | +28.84% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.88% | -0.04% | +0.19% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | +17.00% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.73% | — | +33.90% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | — | -2.10% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | -0.04% | -2.12% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.02% | +2.60% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 0.52% | -0.10% | +0.02% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.03% | +61.48% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.47% | — | +32.65% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | -0.04% | -0.35% | |
| 24 | WEP | Magellan Midstream Partners | 株式-その他 | 0.46% | — | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.32% | — | -22.01% | |
| 26 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.30% | +0.02% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | -0.03% | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | -0.03% | — | |
| 29 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.25% | — | +5.23% | |
| 30 | AWR | American States Water Co | 株式-公益事業 | 0.24% | — | -32.00% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.22% | — | +11.11% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.04% | — | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.21% | +0.05% | -2.43% | |
| 34 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.18% | — | — | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.17% | — | +1.46% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.16% | — | — | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.16% | — | +4.29% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.15% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.14% | -0.07% | — | |
| 40 | AWK | American Water Works Co INC | 株式-公益事業 | 0.14% | +0.05% | NEW | |
| 41 | INTC | Intel CORP | 株式-IT | 0.14% | — | -7.12% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.12% | — | -10.12% | |
| 43 | MNOV | Medicinova INC | 株式-その他 | 0.04% | — | — |