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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 15.27% | -0.16% | +42.22% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 14.46% | -0.93% | +1.82% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.42% | -0.15% | -2.83% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.38% | +0.29% | -3.57% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.07% | +0.14% | -2.59% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 3.65% | — | +42.21% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.24% | -0.03% | +6.51% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.94% | -0.20% | -5.95% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.86% | -0.05% | +1.26% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.69% | -0.63% | -4.58% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.65% | +0.13% | -4.36% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.59% | -0.02% | +5.04% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 2.59% | +0.05% | +48.79% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.58% | +1.10% | +1084.56% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.29% | +0.03% | +0.86% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.02% | — | -6.74% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.80% | — | +2.90% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.60% | -0.02% | +1.57% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.55% | -0.13% | +6.04% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 1.49% | — | -14.68% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | -0.09% | -13.88% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.33% | +0.06% | -10.70% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.11% | +0.10% | -3.21% | |
| 24 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.08% | — | +10.38% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.78% | +0.01% | — | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.72% | — | -25.15% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.71% | -0.09% | -7.83% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | -0.05% | -1.78% | |
| 29 | AHLT | American Beacon Ahl Trend | ETF-その他 | 0.57% | — | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.06% | -8.48% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.45% | — | +6.63% | |
| 32 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.43% | — | — | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | +0.02% | +1.56% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | — | +0.72% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.04% | +1.67% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.27% | — | — | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | +0.02% | — | |
| 38 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.22% | — | -54.71% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.21% | -0.04% | +5.10% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | — | -12.29% | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.20% | -0.19% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | -2.41% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.18% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | -1.41% | |
| 45 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.17% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | — | +14.27% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.16% | — | -7.76% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.16% | +0.03% | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.14% | — | — |