CIK: 0001776757
申告総資産額
$17.7億
| # | 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 | ✓ | Standard BioTools Inc. | 株式-その他 | 12.19% | — | +2.64% | |
| 2 | ✓ | Ishares Tr Msci USA Qlt Fct | 株式-その他 | 11.45% | — | +2.19% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 11.13% | — | +2.41% | |
| 4 | ✓ | Ishares Tr Core Msci Total Int | 株式-その他 | 10.25% | — | +4.02% | |
| 5 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 9.70% | — | +2.60% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 7.25% | -0.72% | +2.26% | |
| 7 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 6.61% | -0.80% | +2.24% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.31% | -0.45% | +4.72% | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 5.85% | — | +2.63% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 4.98% | — | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.80% | — | +3.34% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 4.54% | — | +0.72% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.36% | — | +135.31% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | — | +2.19% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.76% | — | -5.46% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | -0.74% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.30% | — | -0.36% | |
| 18 | ✓ | AT & T, Inc. New | 株式-その他 | 0.26% | — | +50.60% | |
| 19 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.25% | — | -94.52% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.23% | — | +20.71% | |
| 21 | GLOF | Ishares Global Equity Factor | ETF-その他 | 0.22% | — | -0.57% | |
| 22 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.08% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | +135.31% | 増加 |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.6% | +2.26% | 増加 |
| 3 | ✓ | Standard BioTools Inc. | +0.5% | +2.64% | 増加 |
| 4 | PRFZ | Inv Rafi US 1500 Sm-usd INC | +0.2% | +0.72% | 増加 |
| 5 | ✓ | AT & T, Inc. New | +0.1% | +50.60% | 増加 |
| 6 | INTC | Intel CORP | +0.1% | +20.71% | 増加 |
| 7 | PTMC | Pacer Trendpilot US Mid Cap | — | — | 変化なし |
| 8 | VTV | Vanguard Value ETF | 0% | -0.74% | 減少 |
| 9 | GLOF | Ishares Global Equity Factor | 0% | -0.57% | 減少 |
| 10 | EEM | Ishares Msci Emerging Market | 0% | -0.36% | 減少 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.19% | 増加 |
| 12 | CAPEUSD | Barclays Etn+ Shiller Cape | -0.1% | +2.60% | 増加 |
| 13 | ACWI | Ishares Msci Acwi ETF | -0.1% | -5.46% | 減少 |
| 14 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +4.72% | 増加 |
| 15 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +3.34% | 増加 |
| 16 | SCHK | Schwab 1000 Index ETF | -0.2% | +2.24% | 増加 |
| 17 | ✓ | Ishares Tr Core Msci Total Int | -0.3% | +4.02% | 増加 |
| 18 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.3% | +2.63% | 増加 |
| 19 | VT | Vanguard Tot World Stk ETF | -0.4% | +2.41% | 増加 |
| 20 | ✓ | Ishares Tr Msci USA Qlt Fct | -0.5% | +2.19% | 増加 |
| 21 | GSIE | Goldman Sachs Activebeta Int | -4.7% | -94.52% | 減少 |
| 22 | VSS | Vanguard Ftse All Wo X-us Sc | — | NEW | 新規購入 |
| 23 | PTNQ | Pacer Trendpilot 100 ETF | — | EXIT | 全売却 |