CIK: 0001712533
申告総資産額
$5.8億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 20.20% | +1.02% | +1.74% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 13.76% | — | +4.34% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 10.47% | — | -40.43% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.12% | -0.21% | +1.11% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.68% | -1.14% | +0.28% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.98% | +0.07% | -0.68% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 4.77% | -1.28% | +4.17% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.57% | +0.06% | — | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.23% | +0.10% | +0.12% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.70% | +0.20% | +1.19% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.11% | +0.01% | +9.34% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.94% | — | +9.40% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.57% | — | +34.46% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.48% | — | +2.37% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.05% | — | +22.37% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.03% | -0.01% | -17.05% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.96% | — | -85.41% | |
| 18 | ILMN | Illumina INC | 株式-ヘルスケア | 0.78% | — | +37.72% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | -0.12% | — | |
| 20 | BEN | Franklin Resources INC | 株式-金融 | 0.59% | — | -16.01% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | +0.04% | NEW | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.42% | +0.36% | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | — | |
| 24 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.38% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | — | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.27% | — | — | |
| 27 | GM | General Motors Co | 株式-一般消費財 | 0.22% | — | +176.47% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.20% | — | — | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.19% | — | — | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.18% | — | — | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.17% | +0.01% | +7.49% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.16% | — | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | — | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.16% | — | — | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.13% | — | +23.91% | |
| 36 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.12% | — | — | |
| 37 | PANW | Palo Alto Networks INC | 株式-IT | 0.12% | — | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.10% | -0.05% | — | |
| 39 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.10% | — | — | |
| 40 | SENS1GBP | Senseonics Holdings INC | 株式-その他 | 0.06% | — | +150.00% |