CIK: 0001604723
申告総資産額
$11.1億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.74% | +0.44% | +72.10% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.54% | -0.44% | +27.84% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.43% | +0.06% | +37.02% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.32% | +0.10% | — | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.25% | -0.03% | -4.63% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.21% | -0.09% | -3.36% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.20% | -0.44% | -0.92% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.18% | -1.88% | -24.55% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.15% | -0.07% | -13.45% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.14% | +0.11% | +6.45% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | -0.04% | -5.61% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.96% | +0.02% | +68.74% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.89% | -0.05% | -12.51% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.71% | -0.02% | +97.15% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.70% | — | -14.40% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.69% | — | -11.05% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.68% | -0.01% | +102.21% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.67% | — | -12.65% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.65% | +0.18% | -6.06% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.65% | +0.23% | -15.62% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.62% | +0.11% | +86.17% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.57% | — | — | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.56% | — | -15.00% | |
| 24 | HSIC | Henry Schein INC | 株式-ヘルスケア | 1.53% | — | -18.42% | |
| 25 | ROP | Roper Technologies INC | 株式-IT | 1.51% | -0.03% | -15.53% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.47% | +0.06% | +71.46% | |
| 27 | CELG | Celgene CORP | 株式-その他 | 1.45% | — | -16.74% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 1.41% | -0.02% | -19.21% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.41% | — | -15.60% | |
| 30 | MAA | Mid-america Apartment Comm | 株式-不動産 | 1.34% | — | -20.82% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.21% | -0.06% | -14.75% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | +0.14% | +12.03% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.99% | -0.06% | +32.61% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.98% | — | -18.87% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | — | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.96% | +0.05% | +12.99% | |
| 37 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.93% | +0.02% | +246.21% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.88% | — | -20.98% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | +0.22% | +328.38% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.74% | — | +14.86% | |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.73% | — | +336.32% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | — | +165.84% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +23.84% | |
| 44 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.65% | — | +0.10% | |
| 45 | DHI | Dr Horton INC | 株式-一般消費財 | 0.63% | — | -28.72% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.62% | — | -9.69% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | +0.10% | +215.69% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.57% | — | +695.05% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | — | +37.32% | |
| 50 | BBTUSD | Bb&t CORP | 株式-その他 | 0.46% | — | -5.08% |