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 | 19.82% | -0.48% | +0.23% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.65% | -0.03% | +5.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.86% | -0.13% | -2.23% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.12% | — | -2.10% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.05% | — | -0.72% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.31% | — | +1.02% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.48% | — | +11.42% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.34% | — | +5.50% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.53% | — | +0.73% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.44% | — | +4.30% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.18% | — | -0.26% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.16% | — | +0.18% | |
| 13 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 2.13% | +0.19% | -36.01% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 2.08% | — | +0.16% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.91% | — | -0.83% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.71% | -0.09% | +0.60% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.68% | — | -4.15% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.41% | — | — | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.22% | — | +0.55% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.21% | — | +0.29% | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 1.06% | — | -8.00% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.98% | +0.27% | +29.64% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | — | -5.32% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | +7.16% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +9.46% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -0.65% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.53% | — | -9.16% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.46% | — | +87.74% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.45% | — | +4.06% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +16.90% | |
| 31 | LIN | Linde plc | 株式-素材 | 0.39% | — | -3.45% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.11% | +84.21% | |
| 33 | RDFN | Redfin CORP | 株式-その他 | 0.38% | — | -25.93% | |
| 34 | PDM | Piedmont Realty Trust INC | 株式-その他 | 0.38% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.06% | -2.14% | |
| 36 | VFC | Vf CORP | 株式-一般消費財 | 0.36% | — | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.35% | — | — | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.31% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | -0.03% | |
| 40 | SUB | Ishares Short-term National | ETF-その他 | 0.29% | — | -0.71% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | +8.47% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | +156.76% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.26% | — | -4.50% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.08% | +14.92% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.23% | — | +23.39% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | -0.08% | +83.90% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.22% | -0.05% | -1.02% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | -0.75% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | -0.05% | +1.56% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | +0.06% | — |