CIK: 0001563634
申告総資産額
$2.7億
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 31.27% | -0.30% | -2.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 30.69% | -0.58% | -1.77% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 29.91% | -0.50% | -1.61% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.26% | -0.28% | -15.13% | |
| 5 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.99% | -0.51% | -0.24% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | +17.20% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.01% | -34.52% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.43% | — | — | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.36% | — | +3.43% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 0.27% | — | +5.26% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | — | |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.23% | — | -11.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.8% | -1.77% | 減少 |
| 2 | JNJ | Johnson & Johnson | +0.2% | +17.20% | 増加 |
| 3 | LMT | Lockheed Martin CORP | +0.1% | -0.24% | 減少 |
| 4 | BA | Boeing Co/the | 0% | +5.26% | 増加 |
| 5 | MSFT | Microsoft CORP | 0% | — | 変化なし |
| 6 | SCHB | Schwab US Broad Market ETF | 0% | +3.43% | 増加 |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 0% | -11.89% | 減少 |
| 8 | IJR | Ishares Core S&p Small-cap E | -0.1% | -2.20% | 減少 |
| 9 | AMZN | Amazon.com INC | -0.2% | -34.52% | 減少 |
| 10 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -1.61% | 減少 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -15.13% | 減少 |
| 12 | NOC | Northrop Grumman CORP | — | EXIT | 全売却 |
| 13 | MDY | State Street Spdr S&p Midcap | — | NEW | 新規購入 |