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 | 31.05% | -3.10% | -1.42% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 27.37% | -3.22% | +0.17% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.30% | -0.66% | +2.46% | |
| 4 | Z | Zillow Group INC - C | 株式-通信サービス | 4.23% | +3.23% | +0.01% | |
| 5 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 2.93% | +4.44% | NEW | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.90% | -0.05% | -0.20% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.84% | -0.26% | +2.15% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 2.35% | -0.42% | -0.00% | |
| 9 | ZG | Zillow Group INC - A | 株式-通信サービス | 2.11% | +1.84% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.08% | -0.25% | -0.00% | |
| 11 | DOCU | Docusign INC | 株式-IT | 1.82% | +0.14% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.35% | -13.42% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.50% | -0.16% | +0.84% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.04% | -0.08% | -0.01% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.00% | -0.10% | +2.30% | |
| 16 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.93% | -0.08% | -0.00% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.71% | -0.13% | +2.26% | |
| 18 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.59% | -0.09% | -0.00% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | -0.20% | -24.50% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | -0.03% | +25.14% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.46% | -0.03% | -12.11% | |
| 22 | ETSY | Etsy INC | 株式-一般消費財 | 0.41% | — | -0.00% | |
| 23 | IEV | Ishares Europe ETF | ETF-その他 | 0.35% | — | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | +0.08% | -2.17% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.22% | — | +4.18% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.21% | — | +4.15% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.19% | — | -14.94% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.16% | -0.03% | — | |
| 29 | LOGMEUR | Logmein INC | 株式-その他 | 0.16% | -0.19% | EXIT | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.15% | — | +29.29% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | +31.82% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.14% | -0.01% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.13% | — | — | |
| 34 | SNAP | Snap INC - A | 株式-通信サービス | 0.10% | -0.03% | -9.32% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.09% | -0.02% | +9.45% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.08% | +0.01% | +0.67% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.08% | — | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.08% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.07% | — | — | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.07% | -0.01% | — |