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 | 15.36% | -0.93% | +11.30% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.27% | -0.16% | -1.15% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.44% | -0.15% | +3.78% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.57% | -0.05% | +0.49% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.11% | +0.29% | +17.59% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.94% | +0.14% | +11.07% | |
| 7 | SUB | Ishares Short-term National | ETF-その他 | 3.44% | — | +41.86% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.42% | -0.03% | +1.59% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.18% | -0.02% | +30.21% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.89% | — | -6.30% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.70% | +0.13% | +19.61% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.69% | -0.20% | +51.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.46% | -0.09% | -3.83% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.31% | +0.06% | +20.82% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.17% | -0.63% | +27.69% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.01% | +0.03% | +22.86% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.90% | — | +36.17% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.75% | — | -11.83% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.64% | -0.02% | +9.22% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.63% | — | +38.06% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.60% | — | +40.32% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.31% | -0.13% | +18.38% | |
| 23 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.16% | — | +3.41% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.05% | — | +0.96% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.94% | -0.09% | +36.38% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.93% | — | -6.26% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.85% | — | -23.29% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | +1.10% | +454.55% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | -0.05% | +67.52% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.60% | — | +72.99% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.57% | — | — | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | +0.02% | +0.13% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.50% | — | -17.58% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | +0.10% | +92.07% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.06% | -8.80% | |
| 36 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.37% | — | +55.86% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.37% | +0.01% | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | +15.28% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.34% | — | — | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | +59.72% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.04% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +9.34% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.26% | — | +3583.65% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.22% | — | -0.08% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | — | +42.94% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | +0.02% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | — | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.19% | — | +71.46% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | — | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.18% | +0.03% | -2.15% |