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 | 47.85% | +1.67% | +0.68% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 13.01% | -0.75% | -7.27% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.15% | -0.55% | +1.30% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.60% | -0.02% | +2.60% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.76% | -0.37% | -9.63% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.56% | +0.06% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.93% | +0.01% | +0.53% | |
| 8 | BND | Vanguard Total Bond Market | ETF-その他 | 1.83% | — | +2.94% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.07% | -1.74% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.16% | -0.01% | +3.83% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.13% | +0.04% | -3.32% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.08% | -0.02% | +2.78% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.91% | +0.20% | -0.96% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.12% | -4.02% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.80% | +0.03% | — | |
| 16 | AAPL | Apple INC | 株式-IT | 0.77% | +0.02% | +1.17% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.76% | -0.01% | -7.73% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | -0.05% | -1.84% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | +0.05% | -4.52% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.52% | — | +2.48% | |
| 21 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.49% | — | +3.86% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -2.14% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | -0.02% | -0.63% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.32% | -0.11% | -84.54% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | +0.01% | -0.36% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.29% | -0.01% | -1.86% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.29% | +0.01% | -2.21% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | +0.01% | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | +0.04% | -61.76% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.20% | -0.02% | -97.08% | |
| 31 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.20% | +0.06% | — | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.19% | +0.01% | — | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.19% | +0.01% | +11.47% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.16% | +0.04% | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.14% | +0.01% | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.12% | — | -3.60% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.11% | -0.01% | -1.24% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.11% | — | — | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.11% | -0.01% | -16.03% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.11% | — | -3.26% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.10% | +0.01% | — | |
| 42 | T | At&t INC | 株式-通信サービス | 0.09% | — | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.09% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | — | |
| 45 | CSGP | Costar Group INC | 株式-不動産 | 0.09% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | +0.04% | — | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.08% | — | — | |
| 48 | GD | General Dynamics CORP | 株式-資本財 | 0.07% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.07% | -0.03% | — | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.07% | — | -21.37% |