CIK: 0001633695
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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 14.10% | +1.11% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 5.36% | -0.27% | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.99% | +0.30% | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.18% | +0.16% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.59% | +0.02% | — | |
| 6 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.31% | — | — | |
| 7 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 2.24% | — | — | |
| 8 | AMGN | Amgen INC | 株式-ヘルスケア | 2.03% | -0.14% | — | |
| 9 | CERNCHF | Cerner CORP | 株式-その他 | 1.95% | — | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.78% | -0.05% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.73% | +0.04% | — | |
| 12 | UNP | Union Pacific CORP | 株式-資本財 | 1.71% | -0.02% | — | |
| 13 | INTC | Intel CORP | 株式-IT | 1.59% | +0.18% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.59% | +0.04% | — | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | — | — | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.37% | — | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.32% | -0.03% | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | — | |
| 19 | ACN | Accenture plc | 株式-IT | 1.31% | -0.14% | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.36% | — | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.30% | — | — | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.29% | -0.07% | — | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.24% | -0.16% | — | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.20% | -0.09% | — | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.17% | — | — | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 1.17% | — | — | |
| 27 | T | At&t INC | 株式-通信サービス | 1.16% | — | — | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.11% | — | — | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | — | |
| 30 | ✓ | Valsparcom | 株式-その他 | 0.92% | — | — | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | — | — | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.89% | — | — | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | — | |
| 34 | GLW | Corning INC | 株式-IT | 0.81% | +0.60% | — | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.79% | +0.26% | — | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.75% | — | — | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | +0.08% | — | |
| 38 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.72% | — | — | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | — | — | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.70% | — | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | — | |
| 43 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.64% | — | — | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.64% | — | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | — | — | |
| 46 | UTXZ | United Tech CORP | 株式-その他 | 0.63% | — | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | +0.02% | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | +0.02% | — | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.59% | — | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.58% | — | — |