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 | 13.64% | -0.93% | -8.05% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.47% | -0.15% | +16.06% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.26% | -0.16% | -3.52% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.44% | -0.05% | +36.75% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.28% | +0.14% | +0.39% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.90% | +0.29% | +0.77% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.47% | -0.03% | -1.11% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.03% | -0.02% | +4.84% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.02% | +0.13% | +3.64% | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 3.01% | — | +78.84% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.87% | -0.20% | -1.64% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 2.59% | — | +87.88% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.43% | — | +148.14% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.37% | -0.09% | -9.94% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.35% | -0.63% | +4.47% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.26% | +0.03% | +0.70% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.17% | — | +22.75% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.78% | -0.02% | -5.74% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.77% | — | -42.95% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.64% | -0.13% | +5.40% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.58% | +0.06% | -18.58% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.50% | — | +271.68% | |
| 23 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.06% | — | -4.83% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.91% | — | +2.21% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.78% | +0.10% | +26.36% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.74% | — | +7.36% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.73% | -0.09% | -11.54% | |
| 28 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.67% | — | -9.62% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | -0.05% | +1.02% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.55% | — | +35.15% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | +0.02% | -1.55% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.06% | +0.64% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.31% | — | — | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.31% | — | -7.09% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.25% | — | -70.01% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.23% | — | -54.90% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | -10.41% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.04% | -17.90% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | +1.10% | -68.47% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | -35.99% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | -2.39% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | — | -2.67% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.18% | +0.02% | — | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.17% | +0.03% | — | |
| 45 | DAL | Delta Air Lines INC | 株式-資本財 | 0.17% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | +1.36% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | -10.08% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.14% | — | — | |
| 49 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.14% | — | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.12% | — | +4.88% |