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 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 10.43% | +0.38% | -0.93% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.39% | -0.45% | -0.43% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.10% | -0.04% | +0.28% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.74% | +0.23% | +2.84% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.19% | +0.16% | -2.51% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.84% | -0.23% | -2.74% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.13% | -0.14% | -0.39% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.00% | -0.04% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.68% | +0.10% | +10.11% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.35% | -0.11% | -0.07% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.28% | — | +6.11% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.61% | — | -0.78% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | +0.06% | +55.62% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.48% | — | -0.45% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.38% | — | +15.01% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.22% | — | +6.94% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.07% | -0.07% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.01% | — | -0.90% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.97% | -0.03% | -0.35% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | +0.07% | -5.46% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.87% | — | — | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.83% | — | -0.01% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | +0.10% | +0.01% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.75% | -0.06% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | — | |
| 26 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.71% | -0.02% | -0.91% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.23% | +20.90% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.03% | +508.50% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.52% | — | -0.01% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | -0.03% | — | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.45% | — | — | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.45% | — | -3.71% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.44% | +0.04% | — | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.44% | — | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.42% | — | — | |
| 37 | BN | Brookfield CORP | 株式-金融 | 0.40% | -0.04% | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.40% | — | -3.46% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.39% | — | +0.12% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.38% | +0.05% | — | |
| 41 | PGR | Progressive CORP | 株式-金融 | 0.38% | -0.05% | — | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.37% | -0.02% | — | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | -0.05% | +110.40% | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.32% | — | — | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.30% | — | — | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.29% | — | +2.85% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.29% | — | +52.04% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | -0.09% | +186.42% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.26% | — | +0.02% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.24% | — | — |