CIK: 0001689829
申告総資産額
$23.9億
| # | 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 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 26.38% | -0.14% | -2.27% | |
| 2 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 25.33% | — | +5.38% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 14.24% | -1.20% | +2.10% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.47% | — | -9.64% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.40% | -0.16% | +1.30% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.01% | +0.66% | -49.40% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.99% | -0.36% | -0.11% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.99% | — | -4.11% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.76% | -0.12% | — | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.05% | — | +160.31% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | -0.04% | — | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.94% | — | -10.08% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | +0.89% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | +0.34% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 0.81% | — | — | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.81% | — | -5.06% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.78% | -0.31% | -2.28% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 0.75% | — | -8.49% | |
| 19 | UTXZ | United Tech CORP | 株式-その他 | 0.74% | — | +0.70% | |
| 20 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.72% | — | +42.00% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +0.24% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | -0.20% | +95.31% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | +0.02% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | — | -13.28% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.56% | -0.14% | +0.49% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.54% | — | +4.87% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.05% | +5.95% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.29% | — | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | — | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.41% | — | — | |
| 31 | TFX | Teleflex INC | 株式-ヘルスケア | 0.39% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | -0.07% | -2.66% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.36% | — | +4.58% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +27.10% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | +1.85% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | +2.39% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.28% | — | +0.04% | |
| 38 | HUBB | Hubbell INC | 株式-資本財 | 0.26% | — | — | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.25% | — | +9.56% | |
| 40 | TWXCHF | Time Warner INC | 株式-その他 | 0.25% | — | +0.79% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.25% | — | +1.34% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.24% | — | +0.72% | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.23% | — | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.23% | — | +0.17% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.21% | — | +0.30% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.21% | — | -4.92% | |
| 47 | CSX | Csx CORP | 株式-資本財 | 0.20% | — | — | |
| 48 | PRU | Prudential Financial INC | 株式-金融 | 0.20% | — | — | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.19% | — | -2.91% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | -0.38% | — |