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 | 27.47% | -3.22% | +1.04% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 27.41% | -3.10% | +0.98% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 9.97% | -0.66% | +2.37% | |
| 4 | ✓ | Zillow Group, Inc. | 株式-その他 | 6.53% | — | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 6.05% | -0.42% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.77% | -0.26% | — | |
| 7 | ✓ | Zillow Group INC | 株式-その他 | 3.27% | — | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.95% | -0.25% | +0.56% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.35% | -14.15% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.11% | -0.08% | — | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.01% | -0.13% | -1.44% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.01% | -0.20% | -16.58% | |
| 13 | AAPL | Apple INC | 株式-IT | 0.94% | — | -1.91% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.90% | -0.09% | — | |
| 15 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.89% | +4.44% | NEW | |
| 16 | ✓ | Flexshares Trust Morningstar G | 株式-その他 | 0.86% | — | +4.06% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | -0.16% | +18.64% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | -0.03% | — | |
| 19 | IEV | Ishares Europe ETF | ETF-その他 | 0.44% | — | — | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.43% | -0.03% | -6.41% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | — | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.03% | -13.60% | |
| 23 | ✓ | Tesla, Inc. | 株式-その他 | 0.35% | — | — | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | — | — | |
| 25 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.21% | — | -12.15% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.20% | — | — | |
| 27 | ✓ | Etsy | 株式-その他 | 0.14% | — | — | |
| 28 | ✓ | Blackrock Enhanced Equity Di | 株式-その他 | 0.14% | — | — | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.12% | -0.01% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.11% | — | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.09% | — | — | |
| 32 | ✓ | Corporate Ppty Assoc17 Glbal I | 株式-その他 | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +1.04% | 増加 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +2.37% | 増加 |
| 3 | PHYS | Sprott Physical Gold Trust | +0.2% | +26.19% | 増加 |
| 4 | AAPL | Apple INC | +0.1% | -1.91% | 減少 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.98% | 増加 |
| 6 | VNQ | Vanguard Real Estate ETF | +0.1% | +18.64% | 増加 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.56% | 増加 |
| 8 | VEA | Vanguard Ftse Developed ETF | 0% | — | 変化なし |
| 9 | ✓ | Etsy | 0% | — | 変化なし |
| 10 | ✓ | Flexshares Trust Morningstar G | 0% | +4.06% | 増加 |
| 11 | IWM | Ishares Russell 2000 ETF | 0% | — | 変化なし |
| 12 | VB | Vanguard Small-cap ETF | — | — | 変化なし |
| 13 | VTV | Vanguard Value ETF | — | — | 変化なし |
| 14 | IEV | Ishares Europe ETF | 0% | — | 変化なし |
| 15 | EEM | Ishares Msci Emerging Market | 0% | -6.41% | 減少 |
| 16 | AMZN | Amazon.com INC | 0% | -13.60% | 減少 |
| 17 | ✓ | Blackrock Enhanced Equity Di | 0% | — | 変化なし |
| 18 | ✓ | Corporate Ppty Assoc17 Glbal I | 0% | — | 変化なし |
| 19 | IWB | Ishares Russell 1000 ETF | 0% | — | 変化なし |
| 20 | EWC | Ishares Msci Canada ETF | 0% | -12.15% | 減少 |
| 21 | AGG | Ishares Core U.s. Aggregate | 0% | — | 変化なし |
| 22 | IWV | Ishares Russell 3000 ETF | 0% | -1.44% | 減少 |
| 23 | ✓ | Tesla, Inc. | 0% | — | 変化なし |
| 24 | IAUUSD | Ishares Gold Trust | -0.1% | — | 変化なし |
| 25 | MSFT | Microsoft CORP | -0.1% | -14.15% | 減少 |
| 26 | LLY | Eli Lilly & Co | -0.2% | -16.58% | 減少 |
| 27 | BND | Vanguard Total Bond Market | -0.3% | — | 変化なし |
| 28 | ✓ | Zillow Group INC | -0.4% | — | 変化なし |
| 29 | ✓ | Zillow Group, Inc. | -0.6% | — | 変化なし |
| 30 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 31 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 32 | ✓ | Welltower Inc. | — | EXIT | 全売却 |
| 33 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 34 | SCHN1EUR | Schnitzer Steel Inds Inc-a | — | EXIT | 全売却 |