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 | 18.10% | +1.02% | -1.99% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 16.15% | — | +1.74% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 12.35% | — | +1.06% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.86% | -0.21% | -1.83% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.04% | -1.14% | -0.02% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.50% | — | +4.03% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.91% | +0.07% | -0.78% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.86% | +0.06% | +0.37% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 3.57% | -1.28% | -10.21% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.51% | +0.10% | -0.70% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.15% | +0.20% | +4.71% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.75% | +0.36% | -2.28% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.65% | +0.01% | -0.14% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.81% | — | +2.06% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.58% | — | +3.77% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.11% | — | -10.47% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | +0.01% | — | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.68% | — | -17.91% | |
| 19 | ILMN | Illumina INC | 株式-ヘルスケア | 0.64% | — | +31.13% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | -0.12% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | +0.04% | NEW | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.43% | -0.01% | -7.78% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.30% | +0.04% | — | |
| 24 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.28% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | +0.71% | |
| 26 | GM | General Motors Co | 株式-一般消費財 | 0.25% | — | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.24% | — | — | |
| 28 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 0.20% | +0.02% | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.17% | — | — | |
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.17% | — | — | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.16% | — | — | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.14% | — | — | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | — | -6.87% | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.13% | — | -4.54% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.13% | -0.05% | +4.78% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.12% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.12% | -0.01% | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.11% | — | -0.78% | |
| 39 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.11% | — | — | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.10% | — | -8.63% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | -0.02% | -1.31% | |
| 42 | PANW | Palo Alto Networks INC | 株式-IT | 0.09% | — | -0.63% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | +0.03% | -7.14% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.09% | — | — | |
| 45 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.08% | — | — | |
| 46 | GORO | Gold Resource CORP | 株式-その他 | 0.05% | — | +0.14% | |
| 47 | SENS1GBP | Senseonics Holdings INC | 株式-その他 | 0.01% | — | — |