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 | 11.88% | -0.45% | +0.02% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.81% | -0.04% | -17.27% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.35% | +0.23% | +1.09% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.35% | +0.38% | +1.90% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.10% | +0.16% | +0.96% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.27% | -0.14% | +0.16% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.53% | -0.04% | +3.78% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.06% | +0.10% | +3.30% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.39% | -0.23% | +6.57% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.01% | — | +8.30% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.64% | -0.11% | +0.08% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.52% | +0.06% | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.42% | — | +0.12% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.36% | — | +2.15% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.29% | — | +2.01% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | +0.10% | +0.22% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.08% | -0.03% | -1.56% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.07% | — | +5.14% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.02% | -0.07% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | — | +4.56% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.86% | — | +2.06% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.77% | — | — | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | — | +4.63% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.66% | — | -9.38% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | — | |
| 26 | AAPL | Apple INC | 株式-IT | 0.65% | — | -17.97% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.23% | +2.81% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.62% | -0.02% | -0.85% | |
| 29 | CNC | Centene CORP | 株式-ヘルスケア | 0.57% | — | +18.12% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | +1.31% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | +0.07% | — | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.54% | +0.04% | — | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.53% | — | +5.62% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | +8.95% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.50% | — | +0.25% | |
| 37 | PGR | Progressive CORP | 株式-金融 | 0.49% | -0.05% | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.48% | — | +0.12% | |
| 39 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.47% | — | — | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.47% | +0.05% | +0.01% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | — | — | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | -0.03% | — | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.42% | — | — | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.36% | -0.02% | — | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.35% | — | +0.81% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.34% | — | +13.29% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.33% | — | — | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.27% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | +0.04% | +2.54% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.26% | — | — |