CIK: 0001711360
申告総資産額
$1.5億
| # | 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 | 50.41% | -0.98% | +1.63% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 25.67% | +0.48% | +2.75% | |
| 3 | DFAR | Dimensional US Real Est ETF | ETF-その他 | 7.66% | +0.52% | +6.68% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.93% | +0.27% | +5.94% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.47% | -0.26% | -6.11% | |
| 6 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.14% | +0.01% | +0.35% | |
| 7 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.48% | -0.01% | +1.29% | |
| 8 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.46% | -0.01% | +8.88% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.45% | +0.01% | -1.60% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.03% | — | |
| 11 | PGR | Progressive CORP | 株式-金融 | 0.26% | -0.02% | +0.52% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 0.21% | +0.03% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.01% | -0.92% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | -19.94% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.14% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +1.63% | 増加 |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.2% | +5.94% | 増加 |
| 3 | AOA | Ishares Core 80/20 Aggressiv | 0% | +8.88% | 増加 |
| 4 | NEE | Nextera Energy INC | 0% | — | 変化なし |
| 5 | AOR | Ishares Core 60/40 Balanced | — | +1.29% | 増加 |
| 6 | AAPL | Apple INC | — | — | 変化なし |
| 7 | PGR | Progressive CORP | 0% | +0.52% | 増加 |
| 8 | MSFT | Microsoft CORP | 0% | -0.92% | 減少 |
| 9 | DFAR | Dimensional US Real Est ETF | 0% | +6.68% | 増加 |
| 10 | VNQ | Vanguard Real Estate ETF | 0% | -1.60% | 減少 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -19.94% | 減少 |
| 12 | SHW | Sherwin-williams Co/the | -0.1% | +0.35% | 増加 |
| 13 | VO | Vanguard Mid-cap ETF | -0.4% | +2.75% | 増加 |
| 14 | IVV | Ishares Core S&p 500 ETF | -0.4% | -6.11% | 減少 |
| 15 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 16 | MAS | Masco CORP | — | EXIT | 全売却 |