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 | 11.76% | +0.44% | +1.06% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.60% | -1.88% | +1.28% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 8.28% | -0.44% | +1.43% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.10% | +0.06% | +0.92% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.45% | +0.10% | +2.41% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.76% | +0.22% | +1.44% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.49% | +0.02% | +0.33% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 2.87% | +0.10% | -0.17% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.73% | +0.06% | +2.67% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.66% | +0.05% | -0.87% | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 2.31% | +0.03% | +7.29% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.18% | -0.44% | -0.89% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.95% | +0.10% | +1.41% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.86% | -0.06% | -11.24% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.79% | -0.01% | -0.30% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | -0.09% | -2.33% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.61% | +0.11% | +1.05% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.04% | -2.23% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.53% | -0.12% | -2.51% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.42% | -0.07% | -3.19% | |
| 21 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.40% | +0.02% | +1.23% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.19% | -0.02% | -1.42% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.17% | — | +2.39% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.15% | — | -2.69% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.10% | -0.05% | -1.19% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.11% | -8.16% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | +0.23% | -3.03% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | -0.46% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.81% | — | -1.35% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | -0.30% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | -4.21% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.60% | — | -3.24% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.55% | -0.06% | -2.78% | |
| 34 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.54% | — | +9.21% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.53% | — | +6.00% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | — | -3.88% | |
| 37 | ROP | Roper Technologies INC | 株式-IT | 0.50% | -0.03% | -1.12% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | — | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | -0.61% | |
| 40 | TFC | Truist Financial CORP | 株式-金融 | 0.41% | — | +0.46% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.39% | -0.07% | -1.70% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.03% | -12.07% | |
| 43 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.34% | — | -0.22% | |
| 44 | URI | United Rentals INC | 株式-資本財 | 0.34% | -0.02% | -0.87% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | +0.66% | -0.14% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.32% | — | -2.44% | |
| 47 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.31% | — | -0.94% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -2.84% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -0.90% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | +0.18% | -3.00% |