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 | 20.93% | -0.93% | -18.21% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.66% | -0.15% | +86.62% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.53% | -0.16% | +13.84% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.37% | — | +6.80% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.83% | +0.14% | +4.61% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.64% | — | -21.66% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.61% | -0.03% | +23.68% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.42% | -0.09% | -1.91% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.40% | -0.02% | -1.04% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.91% | — | -19.64% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.44% | +0.29% | -2.23% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.41% | -0.02% | -70.10% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.41% | +0.06% | -3.23% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.36% | +0.13% | +48.86% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.31% | -0.20% | -18.37% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.05% | — | -4.73% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.75% | — | -41.02% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.71% | +0.03% | +18.38% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.58% | -0.63% | -12.20% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.30% | — | -7.72% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.22% | -0.13% | +15.97% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.98% | -0.09% | -7.06% | |
| 23 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 0.94% | — | -25.37% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | +1.10% | +19.06% | |
| 25 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.80% | — | -39.56% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | +0.02% | -1.09% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.64% | -0.06% | -5.12% | |
| 28 | MNRO | Monro INC | 株式-その他 | 0.63% | — | — | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.51% | — | -1.94% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | -0.05% | -6.85% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.49% | — | +102.79% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +28.45% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -1.00% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | -20.26% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.41% | — | -20.88% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | -9.02% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.04% | -6.16% | |
| 38 | AFL | Aflac INC | 株式-金融 | 0.33% | — | -5.88% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.33% | — | +0.93% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | +0.01% | — | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.28% | +0.10% | -1.65% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.26% | — | -5.13% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.25% | — | +19.67% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.24% | +0.03% | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | -9.16% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | -1.07% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.21% | — | -0.73% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.19% | — | -77.02% | |
| 49 | UL | Unilever PLC | 株式-生活必需品 | 0.18% | — | — | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.18% | — | +0.60% |