CIK: 0001661144
申告総資産額
$8.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.80% | -0.45% | -10.25% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.24% | +0.16% | -10.47% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 11.84% | +0.23% | -8.08% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 9.72% | -0.14% | -8.15% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.02% | +0.10% | +0.29% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.92% | +0.38% | +0.34% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.86% | -0.23% | +1.92% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.52% | +0.10% | +3.32% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.09% | — | — | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.87% | -0.03% | +0.16% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.86% | — | — | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.81% | — | +1.55% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.75% | — | +309.46% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.69% | +0.06% | — | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.37% | -0.07% | +0.01% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.18% | — | +0.26% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | +6.49% | |
| 18 | PGR | Progressive CORP | 株式-金融 | 1.09% | -0.05% | — | |
| 19 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.09% | — | -61.65% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | — | — | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.76% | — | -3.91% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.70% | +0.04% | +0.01% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.67% | -0.04% | — | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | — | +3.39% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.60% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | -0.04% | +17.34% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +2.67% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | +0.03% | — | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.55% | — | +4.42% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | — | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | +0.04% | — | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.41% | — | +27.87% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | — | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.37% | — | +0.33% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | +0.03% | — | |
| 38 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.36% | — | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.35% | +0.07% | — | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.35% | — | — | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.34% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.23% | +0.26% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | -0.05% | EXIT | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.30% | — | — | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.30% | — | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.29% | — | +0.16% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.29% | — | — | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.28% | — | — | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | — |