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 | 16.86% | +1.11% | +0.26% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 15.15% | -0.27% | -1.20% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.54% | +0.30% | +3.99% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.23% | -0.07% | -4.97% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.46% | +0.09% | -7.94% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.31% | +0.16% | +4.30% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.23% | +0.02% | +2.57% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.28% | -0.36% | -0.42% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 1.85% | -0.14% | -0.54% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.84% | -0.03% | -5.34% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.78% | +0.04% | +2.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.49% | — | +0.91% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.36% | +0.03% | +8.51% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.29% | +0.04% | +4.78% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.25% | -0.05% | +1.88% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.07% | -0.02% | -0.65% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.06% | -0.01% | +7.54% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.87% | — | -0.37% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | -1.41% | |
| 20 | ACN | Accenture plc | 株式-IT | 0.86% | -0.14% | +1.20% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 0.81% | — | -8.16% | |
| 22 | CERNCHF | Cerner CORP | 株式-その他 | 0.74% | — | -1.22% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.68% | — | +1.86% | |
| 24 | INTC | Intel CORP | 株式-IT | 0.67% | +0.18% | -15.97% | |
| 25 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.64% | — | +19.23% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | -0.09% | -3.69% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.62% | +0.01% | +16.35% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | +6.01% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.56% | — | +7.61% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.56% | +0.11% | +2.65% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.54% | +0.26% | +1.27% | |
| 32 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.51% | — | — | |
| 33 | T | At&t INC | 株式-通信サービス | 0.50% | — | +0.82% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | +0.02% | +12.13% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +0.20% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.45% | — | — | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.44% | — | -2.23% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.43% | — | -0.22% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | +0.08% | -11.46% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +0.40% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | +0.08% | -9.66% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.39% | — | +5.71% | |
| 43 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.38% | — | +9.25% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.38% | — | -1.00% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | — | — | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.38% | — | +0.24% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.37% | — | +1.17% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.37% | — | -2.80% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | +1.29% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | +9.57% |