CIK: 0001550228
申告総資産額
$3.7億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 26.35% | -3.22% | +29.49% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 26.35% | -3.10% | +2.07% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.71% | -0.66% | +1607.46% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.46% | -0.42% | -5.19% | |
| 5 | ✓ | Zillow Group, Inc. | 株式-その他 | 4.59% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.68% | -0.26% | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.14% | -0.25% | +2.53% | |
| 8 | ✓ | Zillow Group INC | 株式-その他 | 2.47% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.35% | +3.23% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.15% | -0.20% | — | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.07% | -0.08% | — | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.96% | -0.13% | -4.28% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.94% | — | — | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.87% | -0.09% | — | |
| 15 | ✓ | Welltower Inc. | 株式-その他 | 0.80% | — | — | |
| 16 | ✓ | Flexshares Trust Morningstar G | 株式-その他 | 0.71% | — | +3.57% | |
| 17 | WY | Weyerhaeuser Co | 株式-不動産 | 0.70% | — | — | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.59% | -0.03% | -93.34% | |
| 19 | SCHN1EUR | Schnitzer Steel Inds Inc-a | 株式-その他 | 0.56% | — | -38.53% | |
| 20 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.54% | +4.44% | NEW | |
| 21 | IEV | Ishares Europe ETF | ETF-その他 | 0.49% | — | +9.32% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | -0.03% | — | |
| 23 | ✓ | Tesla, Inc. | 株式-その他 | 0.43% | — | — | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.42% | -0.16% | -2.67% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | -1.26% | |
| 26 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.34% | — | -12.82% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | -0.03% | +31.32% | |
| 28 | ✓ | Alphabet Inc. | 株式-その他 | 0.23% | — | -30.70% | |
| 29 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.22% | — | — | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | — | — | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.19% | — | — | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | -25.75% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.18% | — | — | |
| 34 | PCAR | Paccar INC | 株式-資本財 | 0.17% | — | -16.27% | |
| 35 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.16% | — | -8.55% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | — | — | |
| 37 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.15% | — | -17.31% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | — | — | |
| 39 | BIIB | Biogen INC | 株式-ヘルスケア | 0.15% | — | -17.81% | |
| 40 | ✓ | AbbVie Inc. | 株式-その他 | 0.14% | — | -9.40% | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.14% | — | -20.03% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.14% | — | -15.63% | |
| 43 | XLNXEUR | Xilinx INC | 株式-その他 | 0.14% | — | -19.74% | |
| 44 | ✓ | 株式-その他 | 0.14% | — | -5.42% | ||
| 45 | ✓ | Blackrock Enhanced Equity Di | 株式-その他 | 0.14% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | — | -12.70% | |
| 47 | BWEL | Boswell (jg) Co | 株式-その他 | 0.13% | — | -32.00% | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.13% | — | -16.67% | |
| 49 | RTN1USD | Raytheon Company | 株式-その他 | 0.13% | — | -8.33% | |
| 50 | HSY | Hershey Co/the | 株式-生活必需品 | 0.12% | — | -4.27% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +8.2% | +1607.46% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +5.3% | +29.49% | 増加 |
| 3 | IAUUSD | Ishares Gold Trust | +0.1% | — | 変化なし |
| 4 | ✓ | Flexshares Trust Morningstar G | +0.1% | +3.57% | 増加 |
| 5 | PHYS | Sprott Physical Gold Trust | +0.1% | -1.22% | 減少 |
| 6 | AMZN | Amazon.com INC | 0% | +31.32% | 増加 |
| 7 | DLR | Digital Realty Trust INC | 0% | — | 変化なし |
| 8 | IEV | Ishares Europe ETF | 0% | +9.32% | 増加 |
| 9 | MSFT | Microsoft CORP | — | +3.23% | 増加 |
| 10 | AGG | Ishares Core U.s. Aggregate | — | — | 変化なし |
| 11 | RTN1USD | Raytheon Company | 0% | -8.33% | 減少 |
| 12 | AXP | American Express Co | 0% | — | 変化なし |
| 13 | PAYX | Paychex INC | 0% | -16.67% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | 0% | — | 変化なし |
| 15 | SNY | Sanofi-adr | 0% | -8.62% | 減少 |
| 16 | EWC | Ishares Msci Canada ETF | 0% | -12.82% | 減少 |
| 17 | IWM | Ishares Russell 2000 ETF | 0% | -1.26% | 減少 |
| 18 | DIS | Walt Disney Co/the | 0% | -15.77% | 減少 |
| 19 | ✓ | AbbVie Inc. | 0% | -9.40% | 減少 |
| 20 | ✓ | Tesla, Inc. | 0% | — | 変化なし |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 0% | -21.35% | 減少 |
| 22 | XLNXEUR | Xilinx INC | 0% | -19.74% | 減少 |
| 23 | NSRGY | Nestle Sa-spons Adr | 0% | -17.31% | 減少 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +2.07% | 増加 |
| 25 | AEP | American Electric Power Company, Inc. | -0.1% | -25.75% | 減少 |
| 26 | BWEL | Boswell (jg) Co | -0.1% | -32.00% | 減少 |
| 27 | ADP | Automatic Data Processing | -0.1% | -32.83% | 減少 |
| 28 | BIIB | Biogen INC | -0.1% | -17.81% | 減少 |
| 29 | BA | Boeing Co/the | -0.1% | -20.03% | 減少 |
| 30 | IWV | Ishares Russell 3000 ETF | -0.1% | -4.28% | 減少 |
| 31 | ✓ | Zillow Group, Inc. | -0.1% | — | 変化なし |
| 32 | ✓ | Alphabet Inc. | -0.1% | -30.70% | 減少 |
| 33 | ✓ | Zillow Group INC | -0.1% | — | 変化なし |
| 34 | SCHN1EUR | Schnitzer Steel Inds Inc-a | -0.2% | -38.53% | 減少 |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.2% | — | 変化なし |
| 36 | LLY | Eli Lilly & Co | -0.2% | — | 変化なし |
| 37 | BND | Vanguard Total Bond Market | -0.4% | -5.19% | 減少 |
| 38 | EEM | Ishares Msci Emerging Market | -8% | -93.34% | 減少 |
| 39 | VXUS | Vanguard Total Intl Stock | — | EXIT | 全売却 |
| 40 | AAPL | Apple INC | — | NEW | 新規購入 |
| 41 | ✓ | Welltower Inc. | — | NEW | 新規購入 |
| 42 | ✓ | Powershares Db Cmdty Idx Tra | — | EXIT | 全売却 |
| 43 | WY | Weyerhaeuser Co | — | NEW | 新規購入 |
| 44 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新規購入 |
| 45 | VTV | Vanguard Value ETF | — | EXIT | 全売却 |
| 46 | INTC | Intel CORP | — | EXIT | 全売却 |
| 47 | CHRW | C.h. Robinson Worldwide INC | — | NEW | 新規購入 |
| 48 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 全売却 |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新規購入 |
| 50 | SLB | Slb LTD | — | EXIT | 全売却 |