CIK: 0001664772
申告総資産額
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| # | 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 | MSFT | Microsoft CORP | 株式-IT | 12.42% | — | -0.68% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 11.05% | — | +7.86% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.38% | — | -1.03% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.19% | — | -2.00% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.08% | — | +38.05% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.93% | — | -1.11% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.44% | — | +3.34% | |
| 8 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.36% | — | +1.77% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.95% | — | -11.26% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.45% | — | +3.35% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.30% | — | +24.04% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.20% | — | +56.97% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.73% | — | +5.58% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.21% | — | +53.79% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.57% | — | +3.27% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.48% | — | +10.42% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.07% | — | -6.79% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.89% | — | -54.12% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.86% | — | +3.70% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | — | +4.33% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | -8.01% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.65% | — | +0.41% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +25.35% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.56% | — | +3.31% | |
| 26 | DOCU | Docusign INC | 株式-IT | 0.53% | — | — | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | — | +299.06% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.46% | — | +296.62% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | +35.04% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | +1.25% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | +2.37% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.29% | — | -0.64% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | +12.72% | |
| 34 | AX | Axos Financial INC | 株式-金融 | 0.27% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | +2.48% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | — | +3.50% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | — | +14.19% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.24% | — | +3.61% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | — | -13.15% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | -0.15% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | — | -8.90% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | — | +12.86% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +7.44% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | — | -5.83% | |
| 45 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.21% | — | -15.70% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | +8.23% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.20% | — | -6.61% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.18% | — | +6.65% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | +6.84% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.18% | — | +5.24% |