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 | 28.93% | -3.10% | +0.95% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 27.37% | -3.22% | -1.24% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.75% | -0.66% | -1.18% | |
| 4 | Z | Zillow Group INC - C | 株式-通信サービス | 5.01% | +3.23% | +4.43% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 2.98% | -0.42% | -5.10% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.84% | -0.26% | -2.27% | |
| 7 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.65% | +4.44% | NEW | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.63% | -0.05% | +1363.82% | |
| 9 | ZG | Zillow Group INC - A | 株式-通信サービス | 2.51% | +1.84% | +4.39% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.24% | -0.25% | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.35% | -7.88% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.42% | -0.13% | +109.86% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.19% | -0.16% | +7.72% | |
| 14 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.13% | -0.08% | -4.51% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.88% | -0.08% | — | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.86% | -0.20% | -5.37% | |
| 17 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.80% | -0.10% | +13.19% | |
| 18 | DOCU | Docusign INC | 株式-IT | 0.78% | +0.14% | — | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.73% | — | — | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | -0.03% | +129.97% | |
| 21 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.57% | -0.09% | -30.52% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.03% | +47.30% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | +0.08% | — | |
| 24 | ETSY | Etsy INC | 株式-一般消費財 | 0.39% | — | — | |
| 25 | IEV | Ishares Europe ETF | ETF-その他 | 0.36% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | -11.21% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | -4.95% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.17% | -0.03% | — | |
| 29 | LOGMEUR | Logmein INC | 株式-その他 | 0.17% | -0.19% | EXIT | |
| 30 | SMARGBP | Smartsheet Inc-class A | 株式-その他 | 0.15% | — | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.13% | — | -46.67% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.12% | -0.01% | -24.11% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.11% | — | -1.51% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.10% | — | -62.54% | |
| 35 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.09% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.08% | -0.02% | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.08% | +0.01% | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.08% | — | — | |
| 39 | SNAP | Snap INC - A | 株式-通信サービス | 0.03% | -0.03% | — |