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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 17.51% | -0.03% | +6.63% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.58% | -0.48% | +4.75% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 9.72% | — | -0.23% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.72% | -0.13% | -1.03% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.37% | — | +6.76% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 4.05% | — | -37.73% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.82% | — | +2.58% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.08% | — | +1.72% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.39% | — | — | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.30% | — | +10.47% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.09% | — | +0.37% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.07% | — | +13.38% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.79% | — | +1.23% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.64% | — | +2.75% | |
| 15 | BALL | Ball CORP | 株式-一般消費財 | 1.23% | — | — | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | — | -4.23% | |
| 17 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.03% | — | +5.80% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.93% | — | +6.41% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 0.87% | — | +8.12% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.85% | +0.27% | +3.30% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.69% | — | +0.44% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +0.65% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +2.14% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | -3.86% | |
| 25 | COLB | Columbia Banking System INC | 株式-金融 | 0.48% | — | — | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.06% | -3.43% | |
| 28 | PDM | Piedmont Realty Trust INC | 株式-その他 | 0.43% | — | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | — | -28.72% | |
| 30 | VFC | Vf CORP | 株式-一般消費財 | 0.38% | — | +2.46% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | -0.05% | +42.27% | |
| 32 | PXGBX | Praxair INC | 株式-その他 | 0.37% | — | — | |
| 33 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.36% | — | -5.28% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | — | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.33% | — | -0.02% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | — | -0.59% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -1.72% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | — | +9.27% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | -0.05% | +5.08% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | +1.88% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.25% | — | — | |
| 42 | C | Citigroup INC | 株式-金融 | 0.24% | — | +3.43% | |
| 43 | GWW | Ww Grainger INC | 株式-資本財 | 0.19% | — | — | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.19% | +0.06% | +1.89% | |
| 45 | DELL | Dell Technologies Inc. | 株式-IT | 0.18% | — | -1.09% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.18% | — | — | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.18% | -0.08% | -0.78% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.18% | — | -7.86% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.18% | — | — | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.11% | +0.47% |