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 | 19.54% | -0.93% | -9.57% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.50% | -0.16% | +19.14% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.96% | -0.15% | +3.94% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 5.61% | — | +8.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.85% | +0.14% | +0.37% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.88% | -0.09% | +0.16% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.87% | — | +12.42% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.71% | -0.03% | -2.51% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.52% | -0.02% | +0.04% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.91% | — | +3.50% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.62% | +0.29% | +8.11% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.51% | +0.13% | +4.63% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.39% | +0.06% | — | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.27% | -0.02% | -6.97% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.97% | -0.20% | -20.21% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.89% | — | -13.90% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.82% | — | +9.57% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.78% | +0.03% | +5.04% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.69% | -0.63% | +7.22% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.28% | — | -2.14% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.23% | -0.13% | +1.96% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.18% | -0.09% | +298.34% | |
| 23 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 0.99% | — | +23.10% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | +1.10% | -4.12% | |
| 25 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.76% | — | -0.48% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | +0.02% | -12.56% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.06% | -4.29% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | -0.05% | -1.09% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | — | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -0.72% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.42% | — | — | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.04% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | -25.29% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | -19.67% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.35% | +0.10% | +23.39% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.34% | — | +11.08% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | +0.01% | — | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.29% | — | -40.59% | |
| 40 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.28% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | — | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.26% | — | +2.88% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.25% | +0.03% | +5.48% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | — | -4.55% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.21% | — | — | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.20% | — | — | |
| 47 | UL | Unilever PLC | 株式-生活必需品 | 0.20% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | — | +6.37% | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.17% | -0.02% | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.16% | — | +1.37% |