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 | 12.49% | -0.45% | +5.20% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.65% | +0.23% | +0.57% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.07% | -0.04% | -15.71% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 8.09% | +0.38% | +2.93% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.80% | +0.16% | +1.07% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.20% | -0.14% | -0.08% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.38% | -0.23% | +41.40% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.28% | -0.04% | -6.79% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.04% | +0.10% | +4.52% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.05% | — | +4.70% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.76% | — | +90.76% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.63% | -0.11% | -0.31% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.50% | +0.06% | +400.00% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.42% | — | +8.92% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.36% | — | +3.55% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.20% | +0.10% | +17.01% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.19% | — | -2.23% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.09% | -0.07% | +5.27% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.07% | -0.03% | -0.69% | |
| 20 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.00% | — | — | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.82% | — | +0.29% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.71% | — | — | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.23% | +2.00% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | +4.62% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.62% | — | — | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.59% | -0.02% | — | |
| 28 | PGR | Progressive CORP | 株式-金融 | 0.58% | -0.05% | — | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | +0.07% | — | |
| 31 | CNC | Centene CORP | 株式-ヘルスケア | 0.54% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | — | |
| 33 | AAPL | Apple INC | 株式-IT | 0.53% | — | +1.86% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | +0.04% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -8.22% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.48% | — | +0.08% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.47% | — | -8.85% | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.47% | — | +4.73% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | +41.16% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.46% | — | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | -0.03% | — | |
| 42 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.44% | — | — | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.42% | +0.05% | +0.00% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.38% | — | — | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.36% | -0.02% | — | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.32% | — | +0.35% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.04% | +9.55% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | — | — | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.30% | — | +38.81% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.28% | — | +11.62% |