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 | DFAU | Dimensional US Core Equity M | ETF-その他 | 25.93% | -0.69% | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.96% | +0.76% | +3.24% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.98% | +0.20% | +6.43% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 7.73% | -0.03% | -5.44% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.68% | -0.34% | -3.76% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 7.25% | -0.79% | -2.14% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 7.07% | — | +0.23% | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 5.58% | +0.40% | -1.07% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.99% | +0.17% | -0.59% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.56% | — | -4.17% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.76% | +0.55% | +0.01% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.07% | +0.05% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.67% | -0.04% | -1.32% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | -0.03% | +2.35% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.67% | — | -2.63% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | -0.02% | — | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | +0.05% | +1.18% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | -10.44% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.50% | — | +0.24% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | -0.04% | -0.96% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 0.43% | -0.10% | +0.01% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | +0.03% | +60.64% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.42% | -0.06% | — | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.42% | -0.04% | -7.78% | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.42% | — | +1.14% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.41% | -0.09% | -5.00% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | -0.03% | — | |
| 28 | WEP | Magellan Midstream Partners | 株式-その他 | 0.34% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | -0.03% | -1.20% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.26% | -0.03% | -5.50% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.04% | — | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | -14.54% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.20% | — | -14.95% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.07% | — | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.19% | -0.04% | — | |
| 36 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.16% | +0.02% | — | |
| 37 | AWR | American States Water Co | 株式-公益事業 | 0.16% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.04% | +11.11% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.14% | — | -5.11% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.14% | -0.01% | -12.08% | |
| 41 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.14% | — | +0.43% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.12% | +0.03% | -1.03% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.12% | — | — | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.11% | +0.04% | — | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.11% | — | — | |
| 46 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.10% | — | +1.93% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.10% | — | -14.21% | |
| 48 | AWK | American Water Works Co INC | 株式-公益事業 | 0.10% | +0.05% | NEW | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.09% | — | +0.05% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.09% | — | +0.27% |