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 | 18.60% | +1.11% | -1.77% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.72% | -0.27% | +5.90% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.80% | +0.30% | +6.97% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.91% | +0.16% | -1.62% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.34% | -0.07% | +6.01% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.05% | +0.09% | +8.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.77% | +0.02% | +1.98% | |
| 8 | AMGN | Amgen INC | 株式-ヘルスケア | 1.87% | -0.14% | +0.34% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.84% | +0.04% | +9.73% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.81% | — | -1.25% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.36% | -2.61% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.55% | -0.03% | -13.21% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.50% | +0.04% | -3.38% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.40% | +0.03% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.26% | -0.05% | -1.46% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.23% | -0.02% | — | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | -3.48% | |
| 18 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.01% | — | -1.80% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.94% | -0.09% | — | |
| 20 | ACN | Accenture plc | 株式-IT | 0.93% | -0.14% | -0.15% | |
| 21 | CERNCHF | Cerner CORP | 株式-その他 | 0.91% | — | -1.18% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.85% | +0.18% | -2.30% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.81% | -0.01% | -8.83% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 0.70% | — | -3.60% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | +0.26% | +0.05% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | +0.08% | -7.17% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | — | -1.11% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.62% | — | +1.19% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.60% | — | -3.36% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.59% | — | -2.06% | |
| 31 | GLW | Corning INC | 株式-IT | 0.59% | +0.60% | — | |
| 32 | T | At&t INC | 株式-通信サービス | 0.56% | — | -4.49% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.54% | +0.01% | +3.00% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | +0.08% | -6.22% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.53% | — | — | |
| 36 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.53% | — | -1.23% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | -0.27% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | — | +1.24% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.51% | — | -0.75% | |
| 40 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.47% | — | +2.55% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +0.05% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | +0.02% | -3.96% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | +0.02% | -0.41% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | — | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.40% | +0.02% | +3.13% | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.40% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.39% | — | — | |
| 49 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.38% | — | +0.33% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | — |