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 | 17.59% | +1.11% | -2.47% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 12.61% | -0.27% | +4.27% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.95% | +0.30% | +0.97% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.80% | +0.16% | +0.75% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.75% | -0.07% | +6.75% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.35% | +0.02% | -3.13% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.30% | +0.09% | +1.38% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.92% | +0.04% | +2.38% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.36% | -1.90% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.88% | -0.03% | — | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.85% | -0.14% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | — | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.48% | +0.04% | +2.50% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.39% | +0.03% | -0.61% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.24% | -0.05% | -2.66% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.15% | -0.02% | +6.39% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.97% | -0.01% | +1.46% | |
| 18 | ACN | Accenture plc | 株式-IT | 0.91% | -0.14% | -3.92% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 0.82% | — | -2.86% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | -0.86% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.09% | -2.23% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.74% | — | +600.04% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.74% | +0.18% | -7.36% | |
| 24 | CERNCHF | Cerner CORP | 株式-その他 | 0.73% | — | -6.13% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | — | -5.38% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.58% | — | -3.46% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | +0.08% | -3.92% | |
| 28 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.58% | — | -9.10% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.57% | +0.26% | -0.72% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | +0.01% | +2.52% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.55% | — | -3.00% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.51% | — | -0.22% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.47% | +0.11% | — | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.47% | — | — | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.46% | — | -4.58% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | +0.08% | -3.83% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.43% | — | — | |
| 38 | GLW | Corning INC | 株式-IT | 0.43% | +0.60% | — | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.43% | — | +10.52% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | -1.16% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.43% | — | +19.98% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.42% | — | +1.68% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | +0.02% | -5.71% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.40% | — | -0.22% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | -1.56% | |
| 46 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.40% | — | -0.96% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.39% | — | +0.24% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | — | -0.46% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | -0.43% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | +0.32% |