CIK: 0001512601
申告総資産額
$8.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.76% | -0.48% | +6.18% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 15.43% | -0.03% | +7.72% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 11.10% | — | -1.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.31% | -0.13% | +3.00% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.47% | — | -4.35% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.05% | — | +6.59% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.91% | — | +3.87% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.62% | — | +3.21% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.45% | — | -3.33% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.97% | — | +6.97% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.79% | — | +1.13% | |
| 12 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.60% | — | +26.59% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.54% | — | +4.41% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.36% | — | +6.82% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.85% | +0.27% | +27.97% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.84% | — | +1.87% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.81% | — | +3.33% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -0.04% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | +139.33% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +1.58% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | -0.80% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.06% | +0.33% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | -10.34% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -1.75% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | — | -30.46% | |
| 26 | PDM | Piedmont Realty Trust INC | 株式-その他 | 0.48% | — | — | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.42% | — | -3.20% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.40% | — | +2.16% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +81.16% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.35% | — | -2.56% | |
| 31 | PXGBX | Praxair INC | 株式-その他 | 0.32% | — | +0.04% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +5.13% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | -0.05% | +6.26% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | +0.82% | |
| 35 | VFC | Vf CORP | 株式-一般消費財 | 0.27% | — | -2.45% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.27% | — | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +10.67% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.25% | — | +0.22% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.24% | — | +1.41% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.24% | — | +3.21% | |
| 41 | ✓ | Pacific Continental CORP | 株式-その他 | 0.23% | — | — | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.22% | — | +0.54% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +25.33% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | +0.06% | +0.18% | |
| 45 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.20% | — | +21.28% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.18% | -0.08% | +0.57% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.17% | — | -8.65% | |
| 48 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.17% | — | — | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 0.17% | — | +64.45% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.16% | — | — |