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 | 16.50% | -0.48% | -1.12% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 16.23% | -0.03% | +1.72% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.66% | — | -0.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.28% | -0.13% | -1.10% | |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 6.28% | — | +0.26% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.07% | — | +1.17% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.33% | — | +1.80% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.60% | — | +0.41% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.34% | — | -0.95% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.81% | — | +4.26% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.79% | — | +0.94% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.65% | — | -18.15% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.52% | — | +2.80% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.12% | — | +103.30% | |
| 15 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.88% | — | -36.79% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.85% | +0.27% | +0.31% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.84% | — | +0.05% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | +5.18% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 0.74% | — | — | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.71% | — | +2.38% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | -7.79% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | +1.51% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | — | +2.22% | |
| 24 | COLB | Columbia Banking System INC | 株式-金融 | 0.49% | — | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | — | +10.00% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | -2.75% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.06% | -8.46% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | +3.37% | |
| 29 | PDM | Piedmont Realty Trust INC | 株式-その他 | 0.41% | — | — | |
| 30 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.40% | — | +0.94% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | +4.81% | |
| 32 | PXGBX | Praxair INC | 株式-その他 | 0.34% | — | +0.04% | |
| 33 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.34% | — | +0.45% | |
| 34 | GWW | Ww Grainger INC | 株式-資本財 | 0.32% | — | -5.56% | |
| 35 | VFC | Vf CORP | 株式-一般消費財 | 0.32% | — | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | -0.47% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | -0.05% | +3.89% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.26% | — | -8.93% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.26% | — | +4.27% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.25% | — | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.23% | -0.05% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.23% | — | +0.23% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.22% | — | -2.24% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | +0.06% | +9.91% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | — | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.18% | — | +0.27% | |
| 47 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.18% | — | +0.49% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.17% | -0.08% | +0.54% | |
| 49 | DELL | Dell Technologies Inc. | 株式-IT | 0.17% | — | — | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | +1.97% |