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 | 18.72% | +1.02% | +3.39% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 15.77% | — | +3.97% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 12.42% | — | +6.74% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.07% | -0.21% | -1.65% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.54% | -1.14% | +2.90% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.42% | — | +11.91% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.99% | -1.28% | +0.85% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.96% | +0.07% | -4.33% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.95% | +0.06% | -0.15% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.69% | +0.10% | -0.04% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.11% | +0.20% | +0.44% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.89% | +0.36% | +28.98% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.85% | +0.01% | +0.09% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.78% | — | +17.80% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.54% | — | +23.08% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.28% | — | -0.93% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.87% | — | -3.05% | |
| 18 | ILMN | Illumina INC | 株式-ヘルスケア | 0.60% | — | -12.88% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | -0.12% | -0.02% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.48% | -0.01% | -31.17% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | +0.04% | NEW | |
| 22 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.31% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | +2.30% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.24% | — | — | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.23% | +0.01% | +11.56% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.18% | — | — | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.17% | — | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.17% | — | — | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.14% | — | — | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.14% | — | — | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.14% | — | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.13% | — | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.05% | +23.98% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.11% | — | -2.08% | |
| 35 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.11% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.11% | +0.03% | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.10% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | -0.02% | — | |
| 39 | PANW | Palo Alto Networks INC | 株式-IT | 0.09% | — | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.08% | — | — | |
| 41 | GORO | Gold Resource CORP | 株式-その他 | 0.06% | — | -2.44% | |
| 42 | SENS1GBP | Senseonics Holdings INC | 株式-その他 | 0.02% | — | — |