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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 30.51% | -3.10% | +1.89% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 28.75% | -3.22% | +4.88% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.71% | -0.66% | -0.66% | |
| 4 | Z | Zillow Group INC - C | 株式-通信サービス | 6.07% | +3.23% | +0.00% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.07% | -0.26% | -1.70% | |
| 6 | ZG | Zillow Group INC - A | 株式-通信サービス | 3.05% | +1.84% | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.82% | -0.42% | +0.12% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.34% | -0.25% | +0.00% | |
| 9 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 1.77% | +4.44% | NEW | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.35% | -2.35% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.24% | -0.08% | -0.16% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.08% | -0.16% | +9.64% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.93% | -0.08% | -5.15% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.77% | -0.20% | — | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.72% | -0.13% | -7.04% | |
| 16 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.69% | -0.09% | -1.60% | |
| 17 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.69% | -0.10% | +33.84% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.03% | +24.49% | |
| 19 | ETSY | Etsy INC | 株式-一般消費財 | 0.38% | — | +0.00% | |
| 20 | IEV | Ishares Europe ETF | ETF-その他 | 0.37% | — | — | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | +0.08% | — | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | -3.71% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.29% | -0.03% | +0.01% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | — | — | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.28% | — | +12.46% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | +1.21% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.19% | -0.05% | -2.54% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | — | — | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.17% | -0.01% | — | |
| 30 | LOGMEUR | Logmein INC | 株式-その他 | 0.16% | -0.19% | EXIT | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.16% | -0.03% | — | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.13% | — | -0.08% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.12% | — | +2.77% | |
| 34 | AABAUSD | Altaba INC | 株式-その他 | 0.11% | — | +30.56% | |
| 35 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.10% | — | — | |
| 36 | ✓ | Apptio INC | 株式-その他 | 0.08% | — | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.08% | — | +0.07% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.08% | +0.01% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.08% | -0.02% | — | |
| 40 | C | Citigroup INC | 株式-金融 | 0.08% | — | — | |
| 41 | AAPL | Apple INC | 株式-IT | 0.07% | — | — | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.07% | — | — | |
| 43 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.05% | — | +50.00% | |
| 44 | XNROX | Neu Re Est Sec INC Fd Inc-us | 株式-その他 | 0.05% | — | — | |
| 45 | GIEQ | Goldman Sachs Data Enhanced International Equity ETF | ETF-コモディティ | 0.04% | — | — | |
| 46 | CHW | Calamos Global Dynamic Incom | 株式-その他 | 0.04% | — | — | |
| 47 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.04% | — | -8.83% | |
| 48 | SNAP | Snap INC - A | 株式-通信サービス | 0.04% | -0.03% | — | |
| 49 | IRR | Voya Natural Resources Equit | 株式-その他 | 0.03% | — | +50.00% | |
| 50 | GGN | Gamco Glbl Gold Ntrl Res INC | 株式-その他 | 0.03% | — | — |