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 | 21.31% | — | -0.15% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 12.67% | — | +1.54% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 6.71% | — | +2.29% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 6.24% | — | +1.97% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.13% | — | +7.02% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.87% | — | -2.29% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.71% | — | -0.78% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.66% | — | +5.63% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.59% | — | +2.59% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.51% | — | +2.49% | |
| 11 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.50% | — | +2.19% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.08% | — | +0.32% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.06% | — | -0.43% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | — | -1.88% | |
| 15 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.99% | — | +180.00% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.99% | — | -13.97% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 0.91% | — | +11.53% | |
| 18 | CNC | Centene CORP | 株式-ヘルスケア | 0.85% | — | +2.50% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | — | -0.59% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.76% | — | +6.83% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | — | -0.49% | |
| 22 | GOF | Guggenheim Strategic Opport | 株式-その他 | 0.72% | — | +1.80% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | -4.24% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.66% | — | +5.44% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 0.61% | — | +2.96% | |
| 26 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.58% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +3.13% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.55% | — | +0.69% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | — | +1.12% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | — | -2.32% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.48% | — | +0.05% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | — | +3.53% | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.47% | — | — | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | +400.63% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | +0.75% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | -6.72% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | -0.24% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +0.03% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | -16.24% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +19.68% | |
| 42 | MMT | Aberdeen Multimarket Income | 株式-その他 | 0.38% | — | +4.71% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | +3.55% | |
| 44 | HPQ | Hp INC | 株式-IT | 0.34% | — | — | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.34% | — | +28.04% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.33% | — | +0.05% | |
| 47 | O | Realty Income CORP | 株式-不動産 | 0.33% | — | -0.64% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.32% | — | +28.05% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.31% | — | — | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.31% | — | +0.52% |