CIK: 0001655156
申告総資産額
$5266.6万
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 29.23% | — | -10.94% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 15.95% | — | -10.69% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 11.56% | — | -11.26% | |
| 4 | PGR | Progressive CORP | 株式-金融 | 3.48% | — | -1.14% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.26% | — | -13.06% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.29% | — | -15.12% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.18% | — | +1977.00% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.08% | — | -11.46% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.80% | — | -10.14% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.74% | — | -24.32% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.64% | — | -10.15% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.55% | — | +17.54% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.45% | — | -8.07% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | -93.34% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.42% | — | -19.18% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.41% | — | -13.81% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.28% | — | +148.60% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | — | +6.94% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.17% | — | +0.83% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.10% | — | +0.14% | |
| 21 | CI | THE Cigna Group | 株式-ヘルスケア | 1.08% | — | +0.50% | |
| 22 | KR | Kroger Co | 株式-生活必需品 | 1.05% | — | +14.23% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.02% | — | -3.39% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | — | -1.81% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +4.62% | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.72% | — | -5.76% | |
| 27 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.65% | — | +0.10% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | — | -62.66% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -13.82% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.56% | — | +15.18% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.55% | — | -2.59% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | +1.30% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 34 | TXT | Textron INC | 株式-資本財 | 0.47% | — | -24.57% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.44% | — | +8.28% | |
| 36 | LUV | Southwest Airlines Co | 株式-資本財 | 0.42% | — | +21.90% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.41% | — | — | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | — | — | |
| 39 | BANC | Banc Of California INC | 株式-その他 | 0.25% | — | -3.19% | |
| 40 | FOSL | Fossil Group INC | 株式-その他 | 0.21% | — | — | |
| 41 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.18% | — | +15.72% | |
| 42 | LOAN | Manhattan Bridge Capital INC | 株式-その他 | 0.14% | — | +101.62% | |
| 43 | AMWL | American Well Corporation | 株式-その他 | 0.08% | — | — | |
| 44 | C | Citigroup INC | 株式-金融 | 0.04% | — | — | |
| 45 | CLVSEUR | Clovis Oncology INC | 株式-その他 | 0.03% | — | — |