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 | 39.98% | +1.67% | -2.12% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 19.48% | -0.02% | +0.39% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 9.11% | -0.01% | -0.40% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.58% | -0.02% | +0.31% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.49% | +0.01% | +5.29% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.18% | — | -0.28% | |
| 7 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 3.94% | — | +0.71% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.33% | +0.01% | +1.01% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.31% | -0.01% | +3.08% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | -0.05% | +1.43% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.07% | +1.71% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 0.39% | — | +0.56% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | -0.55% | -0.59% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.25% | — | -1.96% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.21% | +0.12% | +4.77% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.02% | +3.05% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.21% | +0.20% | — | |
| 18 | T | At&t INC | 株式-通信サービス | 0.19% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | +0.05% | — | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.17% | +0.01% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | +0.01% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.15% | -0.75% | — | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.15% | — | — | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.15% | — | — | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | -0.03% | -17.20% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.11% | -0.11% | — | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.10% | — | — | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.09% | — | — | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | — | +1.12% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.09% | -0.01% | — |