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 | 13.84% | -0.45% | -10.61% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.16% | +0.16% | -1.67% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 12.02% | +0.23% | -14.27% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 9.16% | -0.14% | -17.38% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.51% | +0.38% | +4.45% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.87% | +0.10% | -1.17% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.74% | -0.23% | -7.92% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | — | +18.04% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.26% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.16% | +0.10% | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.01% | +0.06% | — | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.82% | — | +593.11% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.42% | -0.07% | — | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.37% | — | -29.98% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.29% | -0.04% | — | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.12% | -0.03% | -55.58% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.08% | — | -0.74% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.05% | — | +22.24% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.01% | — | +0.10% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | -0.04% | +1.87% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.86% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.80% | — | +6.68% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.79% | -0.11% | +11.93% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.79% | — | — | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.79% | +0.07% | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | +0.04% | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -1.88% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.66% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | -0.03% | — | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | — | -4.20% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.63% | — | — | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | — | |
| 33 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.61% | — | +4.56% | |
| 34 | PGR | Progressive CORP | 株式-金融 | 0.56% | -0.05% | -34.46% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | — | +6.22% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | +0.03% | — | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.45% | — | -1.14% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.23% | -0.66% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.44% | — | -8.08% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.42% | — | — | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.37% | — | — | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.35% | — | — | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.35% | — | — | |
| 44 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.31% | — | -3.19% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | — | |
| 46 | DDOG | Datadog INC - Class A | 株式-IT | 0.30% | — | +50.80% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.29% | — | — | |
| 48 | ARKK | Ark Innovation ETF | ETF-その他 | 0.27% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | +0.04% | -14.22% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.24% | — | — |