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 | 33.09% | +1.67% | -3.96% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 12.47% | -0.75% | -0.78% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 11.97% | -0.02% | +5.84% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 6.71% | -0.01% | +4.10% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.69% | -0.02% | +6.38% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.65% | -0.02% | +7.28% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.51% | -0.37% | -0.16% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.11% | — | +7.99% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.84% | — | +11.65% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.58% | -0.55% | -5.52% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.84% | +0.01% | +12.66% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.65% | -0.01% | +4.90% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.62% | +0.01% | +6.95% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.07% | -0.09% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | +0.20% | +1.75% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | -0.05% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 0.58% | +0.02% | -10.45% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.56% | +0.03% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | +0.12% | -0.80% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | +8.15% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.39% | -0.01% | -14.30% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | +0.05% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | -0.02% | -2.96% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.26% | +0.04% | +5.88% | |
| 25 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.25% | +0.06% | -7.56% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | +0.01% | -1.43% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | — | +14.77% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.14% | +0.01% | +0.86% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.13% | +0.01% | -3.62% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.13% | +0.01% | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.12% | — | -9.27% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | -0.03% | -18.41% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.11% | +0.04% | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.11% | +0.01% | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.10% | -0.11% | +0.43% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.10% | -0.01% | +4.63% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.08% | — | — | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.08% | +0.04% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.08% | — | — | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.08% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.08% | — | -30.87% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.08% | -0.01% | — | |
| 43 | CSGP | Costar Group INC | 株式-不動産 | 0.08% | — | — | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.08% | — | -6.26% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.07% | — | — | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.07% | — | — | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.07% | — | -3.91% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.06% | +0.04% | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.06% | +0.01% | — | |
| 50 | T | At&t INC | 株式-通信サービス | 0.05% | — | -6.71% |