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 | 49.25% | +1.67% | -0.08% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 18.55% | -0.75% | +2.03% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 6.15% | -0.37% | +23.79% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.67% | -0.02% | -12.42% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.93% | -0.55% | +2.25% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.07% | -0.18% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.21% | -0.01% | +111.27% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.16% | -0.01% | -87.49% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.99% | -0.02% | -89.15% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.98% | +0.20% | +0.65% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.95% | +0.01% | -63.23% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | -0.05% | — | |
| 13 | AAPL | Apple INC | 株式-IT | 0.84% | +0.02% | -2.38% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.84% | +0.03% | — | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 0.75% | — | +24.58% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | +0.12% | -1.75% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | +0.05% | -2.15% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.47% | — | -89.19% | |
| 19 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.45% | — | -89.33% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | -0.02% | -0.10% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.39% | +0.04% | -0.89% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | +0.01% | -0.83% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.27% | -0.01% | -87.98% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.27% | +0.01% | -88.42% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | — | +2.40% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | +0.01% | +30.60% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.20% | +0.01% | -2.06% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.18% | +0.01% | — | |
| 29 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.17% | +0.06% | -55.43% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.16% | +0.04% | — | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.16% | -0.02% | -99.05% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | — | -17.21% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.15% | +0.01% | — | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.15% | -0.11% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.13% | -0.01% | -2.04% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.13% | -0.01% | +13.13% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.13% | +0.04% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.12% | — | +12.99% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.12% | — | — | |
| 40 | CSGP | Costar Group INC | 株式-不動産 | 0.12% | — | — | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | -0.03% | -4.42% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | — | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.11% | — | — | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.11% | — | — | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | — | — | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.10% | — | -0.98% | |
| 47 | DHR | Danaher CORP | 株式-ヘルスケア | 0.09% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.09% | +0.01% | — | |
| 49 | INTC | Intel CORP | 株式-IT | 0.08% | — | — | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | +0.04% | — |