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 | 40.58% | +1.67% | -0.19% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 19.71% | -0.02% | -0.10% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.92% | -0.01% | +0.59% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.53% | -0.02% | -0.32% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.52% | +0.01% | +0.43% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.12% | — | -0.20% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.70% | — | +0.07% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.29% | +0.01% | -0.02% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.23% | -0.01% | +0.00% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | -0.05% | +1.77% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 0.39% | — | +90.63% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.07% | +4.32% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | -0.55% | +0.35% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.25% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.02% | +8.42% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.20% | +0.20% | -0.21% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | +0.12% | +9.04% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.17% | — | -0.25% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | -0.03% | +10.10% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.17% | +0.01% | -2.69% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | +0.05% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | -0.75% | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.15% | — | — | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | -0.33% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.11% | -0.11% | -1.02% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | — | — | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.09% | — | — | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.09% | — | — | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.09% | -0.01% | — |