CIK: 0001747749
申告総資産額
$4.2億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 8.15% | -0.31% | +4.16% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.83% | -0.48% | -0.50% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.61% | -0.06% | +5.18% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.38% | -0.07% | +1.61% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.44% | -0.10% | +1.91% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.05% | -0.11% | -0.35% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.73% | -0.15% | +1.47% | |
| 8 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 3.60% | — | +3.34% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.51% | -0.10% | +0.35% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.27% | — | +15.98% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 3.15% | +0.06% | -8.29% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.01% | — | +2.26% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.89% | — | +2.49% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.61% | -0.07% | -0.30% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.52% | — | +3.33% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.50% | — | +4.80% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.44% | -0.14% | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.39% | -0.12% | — | |
| 19 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.12% | — | +14.74% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.03% | — | +9.01% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | — | |
| 22 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.89% | — | +2.16% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | +0.06% | -3.05% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.86% | — | -3.41% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.84% | +0.03% | -0.57% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.15% | -0.22% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | — | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.76% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.05% | — | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | +0.03% | -0.34% | |
| 32 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.70% | — | +4.62% | |
| 33 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.69% | — | +27.43% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | -4.48% | |
| 36 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.60% | — | — | |
| 37 | PAYX | Paychex INC | 株式-IT | 0.59% | — | — | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.59% | — | — | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.55% | — | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | — | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.54% | -0.03% | -1.88% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | +0.01% | -2.04% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | — | |
| 44 | AFL | Aflac INC | 株式-金融 | 0.52% | — | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.03% | +35.47% | |
| 46 | ADI | Analog Devices INC | 株式-IT | 0.49% | +0.02% | — | |
| 47 | APD | Air Products & Chemicals INC | 株式-素材 | 0.46% | — | — | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.46% | — | — | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.46% | — | -1.26% | |
| 50 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.44% | — | -13.06% |