CIK: 0001551867
申告総資産額
$13.7億
| # | 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 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 22.87% | — | +5.00% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 22.52% | -0.19% | +3.32% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.37% | -0.06% | +3.28% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.12% | -0.25% | +3.77% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.96% | -0.08% | +5.98% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.30% | -0.13% | -4.83% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.18% | — | +53.25% | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.16% | -0.06% | +8.16% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.99% | — | +1873.95% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.96% | -0.08% | +19.82% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.66% | — | +22.47% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.52% | — | -1.10% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.47% | — | +23.32% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.29% | — | — | |
| 15 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.11% | — | — | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.01% | — | +30.35% | |
| 17 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.96% | — | +23.94% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.81% | — | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.89% | +2.74% | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.55% | — | +1666.55% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | +0.14% | — | |
| 22 | DWM | Wisdomtree International Equ | ETF-その他 | 0.34% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.34% | +0.20% | +27.73% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.34% | — | +15.64% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.26% | — | -3.58% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.23% | — | — | |
| 27 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.17% | — | +31.01% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | — | |
| 29 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.13% | — | — | |
| 30 | CMF | Ishares California Muni Bond | ETF-その他 | 0.12% | — | — | |
| 31 | GFN | General Finance CORP | 株式-その他 | 0.10% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | — | +130.00% | |
| 33 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.09% | — | — | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.08% | — | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.07% | — | — | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.07% | +0.15% | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.07% | +0.06% | +553.80% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.07% | — | — | |
| 39 | RTN1USD | Raytheon Company | 株式-その他 | 0.07% | — | — | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.05% | +1.10% | +16.92% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | — | +566.86% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.05% | — | — | |
| 43 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.05% | — | +15.38% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.05% | — | -41.56% | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.05% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.05% | +0.27% | — | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.04% | — | — | |
| 48 | DFSEUR | Discover Financial Services | 株式-その他 | 0.04% | — | — | |
| 49 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.04% | — | — | |
| 50 | ROP | Roper Technologies INC | 株式-IT | 0.04% | — | — |