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 | 40.41% | +1.67% | -2.15% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 19.91% | -0.02% | +3.59% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 8.89% | -0.01% | -1.49% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.71% | -0.02% | +7.93% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.65% | +0.01% | +23.37% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.13% | — | -0.50% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.61% | — | -0.19% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.34% | +0.01% | +432.59% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.27% | -0.01% | +15.84% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | -0.05% | +0.15% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | -0.55% | -2.22% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.07% | +11.37% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.25% | — | -6.30% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | +0.20% | +0.21% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 0.20% | — | -1.25% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | -0.02% | +3.62% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | +0.12% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | +0.05% | — | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.17% | +0.01% | +6.91% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | -0.03% | +3.84% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.16% | — | +0.25% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | -0.75% | -9.47% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | +3.75% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.15% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.11% | -0.11% | +0.73% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.09% | — | — | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.09% | — | — |