CIK: 0001543991
申告総資産額
$4.6億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 38.91% | -0.93% | +0.14% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 14.30% | -0.02% | +5.52% | |
| 3 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 7.27% | — | +15.83% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.99% | -0.09% | +0.77% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.81% | -0.02% | -2.60% | |
| 6 | FISV | Fiserv INC | 株式-その他 | 4.59% | — | -9.69% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.02% | +0.06% | +5.30% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.70% | — | -14.20% | |
| 9 | BLKB | Blackbaud INC | 株式-その他 | 2.63% | — | +0.03% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.77% | — | -1.23% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.75% | +0.08% | -5.70% | |
| 12 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.38% | — | — | |
| 13 | UBS | UBS Group AG | 株式-金融 | 1.14% | — | -0.39% | |
| 14 | CELG | Celgene CORP | 株式-その他 | 1.12% | — | — | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.87% | — | -11.82% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | +0.02% | -2.14% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | -0.16% | -1.91% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | +1.10% | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.43% | — | -5.10% | |
| 21 | AFL | Aflac INC | 株式-金融 | 0.37% | — | — | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.33% | — | +1.96% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.31% | -0.09% | -12.69% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.29% | — | -17.02% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | -0.05% | -9.19% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.26% | +0.03% | +13.62% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.25% | +0.01% | — | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.24% | — | — | |
| 29 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.24% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.22% | -0.20% | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | -0.14% | -21.56% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.19% | — | — | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | +21.08% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.17% | — | -9.63% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.14% | — | -36.91% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | +0.04% | — | |
| 37 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.13% | — | +1.89% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.13% | — | -8.63% | |
| 39 | ROST | Ross Stores INC | 株式-一般消費財 | 0.13% | — | +23.36% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.13% | — | — | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.06% | — | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.12% | -0.06% | EXIT | |
| 43 | AVGO | Broadcom Inc. | 株式-IT | 0.11% | — | — | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.11% | — | — | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | — | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.11% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.11% | — | — | |
| 48 | WDC | Western Digital CORP | 株式-IT | 0.10% | — | — | |
| 49 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.10% | — | — | |
| 50 | CSX | Csx CORP | 株式-資本財 | 0.10% | — | — |