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 | 18.69% | +1.11% | -2.54% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.68% | -0.27% | +11.42% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.04% | +0.30% | -2.41% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.00% | +0.16% | -0.04% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.26% | -0.07% | +13.26% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.97% | +0.09% | +11.60% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.54% | +0.02% | +12.23% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.04% | +0.04% | -4.29% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.68% | — | +1.18% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 1.64% | -0.14% | -2.75% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.51% | +0.04% | — | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.47% | +0.03% | +6.13% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.40% | -0.03% | +0.78% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.32% | -0.36% | +0.53% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.27% | -0.05% | -2.35% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | — | -1.26% | |
| 17 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.09% | — | -3.70% | |
| 18 | CERNCHF | Cerner CORP | 株式-その他 | 1.08% | — | — | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.08% | -0.02% | -3.48% | |
| 20 | ACN | Accenture plc | 株式-IT | 0.91% | -0.14% | -3.66% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.88% | +0.18% | -3.53% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.77% | -0.09% | -7.99% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | +0.26% | +0.05% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.72% | — | +0.10% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.71% | — | -3.57% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | — | — | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | -0.01% | -1.45% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | +0.08% | -4.59% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.61% | — | -8.52% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.61% | — | -0.51% | |
| 31 | GLW | Corning INC | 株式-IT | 0.57% | +0.60% | -0.58% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.57% | — | -5.50% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.55% | — | +0.35% | |
| 34 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.55% | — | -1.36% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.50% | — | +183.01% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | — | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | +8.92% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.44% | +0.08% | -8.48% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | -6.24% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | +0.02% | -7.22% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | +0.01% | — | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.43% | — | -3.46% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | -2.96% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.40% | — | -7.73% | |
| 46 | UTXZ | United Tech CORP | 株式-その他 | 0.40% | — | +8.87% | |
| 47 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.40% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | +0.02% | +0.03% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | -1.76% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -7.57% |