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 | 16.55% | -0.93% | +1.19% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.87% | -0.16% | +1.84% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.41% | -0.15% | +30.75% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.69% | -0.05% | +79.19% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.15% | +0.14% | +8.37% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.89% | +0.29% | +23.10% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.79% | -0.03% | +38.10% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.28% | -0.09% | -3.00% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.08% | — | +0.94% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.71% | +0.13% | +13.05% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.69% | -0.02% | +2.86% | |
| 12 | SUB | Ishares Short-term National | ETF-その他 | 2.41% | — | +235.35% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.28% | -0.20% | +39.55% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.23% | +0.06% | +10.52% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.03% | -0.63% | +25.14% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.99% | — | -3.42% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.86% | +0.03% | +10.61% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.76% | — | +14.21% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.74% | -0.02% | +4.38% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.33% | -0.13% | +10.37% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.24% | — | +31.02% | |
| 22 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.22% | — | -21.40% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.16% | — | +46.42% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.12% | — | -6.03% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.06% | — | -2.02% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.06% | — | -0.14% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.87% | -0.09% | -17.69% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | — | +80.66% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | +0.02% | -2.95% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.52% | -0.06% | -3.98% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | -0.05% | -6.11% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.37% | — | — | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.36% | — | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | +27.90% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.31% | +0.10% | +19.28% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +10.22% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.04% | — | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.02% | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | -5.92% | |
| 40 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.24% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | — | -48.21% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.19% | +0.03% | — | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | -4.12% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | +1.10% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.16% | — | +0.80% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | +0.48% | |
| 48 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.16% | — | — | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.16% | — | — | |
| 50 | LHX | L3harris Technologies INC | 株式-資本財 | 0.15% | — | — |