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 | 10.12% | — | -2.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.66% | — | -13.39% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.66% | — | -2.59% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.90% | — | -0.49% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.20% | — | -1.51% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.45% | — | -1.74% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.02% | — | -4.78% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.97% | — | -5.26% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.54% | — | -2.82% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.13% | — | +255.46% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.77% | — | +5.84% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.66% | — | -3.77% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.17% | — | +0.07% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.93% | — | -6.72% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.89% | — | +1.33% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.82% | — | — | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.79% | — | -7.63% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | -18.80% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.53% | — | -0.45% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | — | -7.33% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.10% | — | +0.61% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.96% | — | -4.25% | |
| 23 | CMF | Ishares California Muni Bond | ETF-その他 | 0.94% | — | — | |
| 24 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.94% | — | — | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.74% | — | -5.23% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | -0.28% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 0.66% | — | — | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.63% | — | -7.56% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | +6.71% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | -14.87% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | -3.62% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.59% | — | -0.60% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | +0.35% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | -0.44% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.54% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -16.15% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | — | — | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.51% | — | — | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.50% | — | -1.28% | |
| 41 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.49% | — | — | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.47% | — | +1.30% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | — | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | -16.52% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.43% | — | — | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.42% | — | — | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.40% | — | +0.48% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.39% | — | -4.95% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.37% | — | — | |
| 50 | DJCO | Daily Journal CORP | 株式-その他 | 0.35% | — | — |