CIK: 0001552999
申告総資産額
$3.6億
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 44.94% | +1.67% | -1.13% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 23.85% | -0.02% | -4.51% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.71% | -0.01% | +0.81% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.16% | -0.02% | +7.23% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.48% | +0.01% | -7.62% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 3.31% | +0.01% | +1.96% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.19% | — | +7.22% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.67% | — | +6.73% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.49% | — | +0.09% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | -0.05% | -0.44% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.24% | — | -0.41% | |
| 12 | T | At&t INC | 株式-通信サービス | 0.20% | — | +4.76% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | -0.02% | -1.04% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.15% | -0.07% | -3.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | +0.12% | — | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.14% | +0.20% | — | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.14% | +0.01% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | +0.05% | — | |
| 19 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.11% | — | +9.81% | |
| 20 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.10% | — | — | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.09% | — | +3.13% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.09% | -0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +0.3% | -1.13% | 減少 |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.3% | +7.23% | 増加 |
| 3 | BIV | Vanguard Intermediate-term B | +0.1% | +7.22% | 増加 |
| 4 | BLV | Vanguard Long-term Bond ETF | +0.1% | +6.73% | 増加 |
| 5 | T | At&t INC | 0% | +4.76% | 増加 |
| 6 | SCHD | Schwab U.S. Dividend Equity ETF | 0% | +9.81% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.04% | 減少 |
| 8 | SCHX | Schwab US Large-cap ETF | — | -0.41% | 減少 |
| 9 | MSFT | Microsoft CORP | — | -3.04% | 減少 |
| 10 | GOOG | Alphabet Inc-cl C | — | — | 変化なし |
| 11 | GOOGL | Alphabet Inc-cl A | — | — | 変化なし |
| 12 | LLY | Eli Lilly & Co | — | — | 変化なし |
| 13 | NOBL | Proshares S&p 500 Dividend A | — | — | 変化なし |
| 14 | XLP | Ss Consumer Staples Sel Sect | — | +3.13% | 増加 |
| 15 | VMBS | Vanguard Mortgage-backed Sec | 0% | +1.96% | 増加 |
| 16 | JNJ | Johnson & Johnson | 0% | -0.44% | 減少 |
| 17 | VTIP | Vanguard Short-term Tips | 0% | +0.09% | 増加 |
| 18 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +0.81% | 増加 |
| 19 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -7.62% | 減少 |
| 20 | VEA | Vanguard Ftse Developed ETF | -0.6% | -4.51% | 減少 |
| 21 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 22 | VT | Vanguard Tot World Stk ETF | — | NEW | 新規購入 |
| 23 | DOW | Dow Chem Co | — | EXIT | 全売却 |