CIK: 0001362987
申告総資産額
$7407.4万
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.94% | — | -2.00% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.93% | — | -2.62% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.79% | — | -1.01% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.52% | — | -10.04% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.95% | — | -1.21% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.94% | — | -2.70% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.39% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.14% | — | +2.72% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.27% | — | -0.64% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.23% | — | -4.82% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.90% | — | +2.59% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.34% | — | -4.69% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.84% | — | +0.24% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.72% | — | -1.35% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.60% | — | +1.40% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.58% | — | -3.48% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.38% | — | -2.71% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.23% | — | +0.95% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.18% | — | -0.71% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.09% | — | -3.65% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | — | -2.74% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | -1.83% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | — | — | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 0.75% | — | -4.37% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | -1.25% | |
| 26 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.72% | — | -2.06% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.72% | — | -1.21% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.69% | — | -2.00% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.64% | — | +5.07% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.63% | — | -3.27% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 0.53% | — | -1.45% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -1.37% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | — | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | -2.85% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.46% | — | -0.88% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | -8.80% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.45% | — | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.45% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -0.95% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | — | |
| 41 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.43% | — | +3.37% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | +1.90% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | — | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.38% | — | -7.31% | |
| 45 | DJCO | Daily Journal CORP | 株式-その他 | 0.37% | — | — | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.37% | — | — | |
| 47 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.34% | — | — | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.33% | — | -3.43% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | -4.02% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.32% | — | -1.41% |