CIK: 0001674343
申告総資産額
$3.8億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 20.44% | — | +0.09% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 15.18% | — | +1.01% | |
| 3 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.38% | — | +0.04% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.29% | — | -1.25% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.07% | — | +0.32% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.91% | — | +7.53% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.69% | — | -0.81% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.40% | — | -0.13% | |
| 9 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.38% | — | -0.05% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.12% | — | -0.13% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | +41.78% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | — | -0.36% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | — | -1.12% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | — | -0.44% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.95% | — | +0.99% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.84% | — | -1.50% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.75% | — | -3.47% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | -1.37% | |
| 19 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.67% | — | -2.09% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.66% | — | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | — | +1.50% | |
| 22 | WEP | Magellan Midstream Partners | 株式-その他 | 0.64% | — | +0.11% | |
| 23 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.64% | — | +1.96% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | +2.44% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.57% | — | -2.47% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -2.73% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +1.00% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | +0.02% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | -1.51% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.51% | — | +6.33% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.46% | — | +16.81% | |
| 33 | USB | US Bancorp | 株式-金融 | 0.46% | — | +6.29% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | -1.53% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.45% | — | +0.12% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | +0.46% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | +0.76% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.43% | — | +2.48% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.42% | — | +37.89% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | — | |
| 41 | MMU | Western Asset Managed Munici | 株式-その他 | 0.41% | — | +0.11% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -1.30% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.39% | — | +1.48% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.36% | — | +1.01% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | -2.65% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | +4.02% | |
| 47 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.35% | — | +64.69% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | -0.72% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.32% | — | +21.39% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | — | -1.12% |