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 | 19.44% | +1.11% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 10.90% | -0.27% | +5.29% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.34% | +0.30% | +1.34% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.11% | +0.16% | — | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.92% | -0.07% | +8.31% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.73% | +0.09% | +8.67% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.12% | +0.04% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.95% | +0.02% | +19.42% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 1.87% | -0.14% | -1.19% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.59% | — | -0.23% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.55% | +0.03% | -0.19% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.55% | +0.04% | — | |
| 13 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.38% | — | -7.36% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.34% | -0.03% | +4.26% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.33% | -0.05% | -3.40% | |
| 16 | CERNCHF | Cerner CORP | 株式-その他 | 1.26% | — | -4.20% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | -4.90% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.36% | +0.04% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | -0.02% | -2.55% | |
| 20 | ACN | Accenture plc | 株式-IT | 0.87% | -0.14% | -5.70% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.79% | — | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.79% | — | -0.14% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.78% | +0.18% | -3.67% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.76% | — | -3.03% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.09% | -4.02% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | +0.08% | — | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | -0.01% | -2.15% | |
| 28 | DHR | Danaher CORP | 株式-ヘルスケア | 0.68% | — | -3.84% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.63% | — | -2.01% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.62% | — | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | — | -8.91% | |
| 32 | GLW | Corning INC | 株式-IT | 0.60% | +0.60% | -7.47% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +0.16% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.56% | — | +0.38% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | +0.26% | -1.46% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | -10.41% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | -1.58% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.49% | — | -3.89% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | +0.02% | -0.41% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | -6.89% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | -5.21% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | +0.02% | -0.93% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | +0.08% | -8.06% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -2.42% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.45% | — | -4.87% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.42% | — | +8.32% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +7.48% | |
| 48 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.40% | — | +0.80% | |
| 49 | UTXZ | United Tech CORP | 株式-その他 | 0.39% | — | -4.76% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | — |