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 | 18.19% | -0.45% | +11.38% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 15.78% | +0.23% | +8.19% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 9.55% | +0.16% | -24.63% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.62% | -0.04% | -17.69% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.01% | -0.14% | -17.13% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.06% | +0.38% | -68.17% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.22% | +0.10% | +7.43% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.23% | -28.83% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.90% | — | -23.20% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.76% | — | +95.59% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.68% | +0.10% | -56.07% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.67% | +0.06% | -20.05% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.57% | — | — | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | — | -42.47% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.09% | — | +85.40% | |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.04% | — | -42.62% | |
| 17 | PGR | Progressive CORP | 株式-金融 | 1.01% | -0.05% | +52.59% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.85% | — | +54.48% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.82% | — | -75.23% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.81% | — | — | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.77% | — | -39.57% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.76% | -0.03% | -49.18% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | +0.07% | -78.78% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | -71.02% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | -64.92% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | — | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.68% | -0.04% | -80.64% | |
| 28 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.66% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | -0.03% | — | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | +0.03% | +51.46% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.53% | — | — | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.51% | -0.11% | -87.16% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | -4.39% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.45% | — | -75.09% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.40% | — | +6.59% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.39% | — | -2.74% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | -62.16% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.23% | -12.78% | |
| 39 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.35% | — | -0.06% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.35% | — | -81.85% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | — | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.33% | — | — | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.32% | — | -62.51% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.31% | -0.07% | -76.88% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | +0.04% | -3.29% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | +0.03% | +27.98% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.30% | — | -72.87% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.29% | — | — | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.28% | — | +59.67% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | — |