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 | 19.68% | +1.11% | +45.23% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.95% | -0.27% | +63.87% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.88% | +0.30% | +53.85% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.33% | +0.16% | +44.80% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.28% | +0.04% | +59.32% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.12% | -0.07% | +63.93% | |
| 7 | AMGN | Amgen INC | 株式-ヘルスケア | 1.93% | -0.14% | -1.21% | |
| 8 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.87% | — | -1.51% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.83% | +0.09% | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.66% | +0.03% | +115.08% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.65% | — | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.58% | +0.04% | +10.13% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.30% | -0.05% | — | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | — | -1.53% | |
| 15 | CERNCHF | Cerner CORP | 株式-その他 | 1.22% | — | +6.46% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.36% | -0.56% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.15% | +0.02% | -31.03% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.14% | -0.03% | -1.99% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.05% | -0.14% | -11.50% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.03% | +0.18% | -2.18% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.02% | — | -4.44% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.95% | -0.09% | -2.53% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.94% | — | -2.27% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 0.92% | — | -4.12% | |
| 25 | TGT | Target CORP | 株式-一般消費財 | 0.88% | — | -4.15% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 0.86% | -0.02% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | +0.08% | +312.50% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.69% | — | — | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.68% | — | +0.31% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.67% | — | -2.46% | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 0.66% | — | -2.98% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | -7.95% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.65% | — | +0.02% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | — | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.64% | — | -0.69% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.63% | — | +8.16% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +0.09% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.59% | +0.26% | +7.20% | |
| 39 | ✓ | Valsparcom | 株式-その他 | 0.58% | — | -7.11% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.57% | -0.01% | +5.11% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | +0.08% | +5.10% | |
| 42 | GLW | Corning INC | 株式-IT | 0.53% | +0.60% | — | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.52% | — | — | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.50% | — | -3.97% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | — | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.48% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | — | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | +0.02% | — | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | — | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.45% | — | — |