CIK: 0001706327
申告総資産額
$15.0億
| # | 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 | 41.85% | +1.92% | +19.11% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.71% | +1.45% | +29.31% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 8.48% | -6.84% | -2.52% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.53% | -0.22% | -4.57% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.24% | +0.11% | +8.19% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 4.80% | -0.21% | +2.62% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.65% | — | +31.94% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.46% | +0.35% | +21.31% | |
| 9 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 1.55% | — | +33.64% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | — | +1302.77% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | +0.11% | +34.27% | |
| 12 | XYZ | Block INC | 株式-金融 | 0.75% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +1003.88% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | — | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | -69.96% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.33% | — | — | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.32% | — | — | |
| 18 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.17% | — | +177.57% | |
| 19 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.15% | — | -34.19% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.15% | +0.29% | +3.11% | |
| 21 | AR | Antero Resources CORP | 株式-エネルギー | 0.14% | — | — | |
| 22 | ECL | Ecolab INC | 株式-素材 | 0.13% | — | -6.22% | |
| 23 | HLF | Herbalife Ltd. | 株式-その他 | 0.13% | +0.08% | — | |
| 24 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.11% | — | -21.39% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | +0.05% | +6.88% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.10% | — | -13.81% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.10% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.10% | — | +14.26% | |
| 29 | PSA | Public Storage | 株式-不動産 | 0.10% | — | -12.29% | |
| 30 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.09% | — | -0.69% | |
| 31 | CCI | Crown Castle INC | 株式-不動産 | 0.09% | — | -0.22% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | — | +2.12% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.09% | — | +15.36% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.08% | — | — | |
| 35 | MS | Morgan Stanley | 株式-金融 | 0.08% | — | -26.46% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.08% | — | -6.81% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.08% | — | -18.80% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.07% | — | -13.37% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.07% | +0.13% | -16.57% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.07% | — | -20.15% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.07% | — | -0.56% | |
| 42 | GRMN | Garmin Ltd. | 株式-IT | 0.06% | — | -24.97% | |
| 43 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.06% | +0.06% | NEW | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.06% | — | +39.36% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.06% | — | -23.52% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.06% | +0.17% | +21.90% | |
| 47 | SYY | Sysco CORP | 株式-生活必需品 | 0.06% | — | -34.42% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.06% | +0.05% | -39.67% | |
| 49 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.06% | — | -4.84% | |
| 50 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.05% | -0.15% | EXIT |