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 | 11.14% | -0.45% | -2.85% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.87% | +0.23% | -0.22% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.38% | +0.16% | +0.14% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 8.07% | -0.14% | +1.11% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.59% | +0.38% | +94.51% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.55% | -0.11% | +257.48% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.08% | — | +303.76% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.96% | +0.10% | +28.91% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.83% | +0.07% | +347.82% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.48% | -0.23% | -1.25% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.23% | — | +5.08% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.93% | — | +181.06% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.92% | — | -0.53% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.83% | +0.06% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.62% | +0.10% | -1.36% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | +405.92% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.37% | — | +30.45% | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.37% | — | +2.56% | |
| 19 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.33% | — | +29.46% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.33% | -0.03% | +12.57% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.32% | -0.04% | +142.81% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.27% | -0.04% | +30.15% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.17% | -0.07% | — | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | +3.26% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.90% | — | -74.64% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.85% | — | +87.91% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.68% | +0.04% | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.65% | — | +155.00% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.64% | — | +0.04% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.61% | — | +21.34% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.60% | — | +30.31% | |
| 33 | PGR | Progressive CORP | 株式-金融 | 0.58% | -0.05% | — | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | -0.03% | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.54% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.23% | +0.12% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | -29.18% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.50% | — | — | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | — | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.40% | — | — | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.39% | — | -17.96% | |
| 42 | DDOG | Datadog INC - Class A | 株式-IT | 0.39% | — | +25.83% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.38% | — | +0.22% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.34% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | — | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.30% | +0.03% | -33.98% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.26% | — | — | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.26% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | -3.26% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | +0.04% | — |