CIK: 0001667132
申告総資産額
$6.8億
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 14.38% | -0.82% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.39% | -0.35% | +2.49% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.37% | -0.25% | +6.11% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.01% | -0.33% | +1.40% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.03% | -0.35% | -1.10% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.72% | — | -2.24% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 2.38% | +0.30% | +0.45% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.33% | -0.17% | -1.03% | |
| 9 | GNTX | Gentex CORP | 株式-一般消費財 | 1.97% | -0.26% | +3.95% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.96% | +0.16% | +3.47% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.94% | -0.14% | -0.76% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.51% | — | +0.66% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | -0.10% | +27.48% | |
| 14 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 1.27% | — | +13.10% | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.25% | +0.05% | +4.01% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | -0.15% | -2.77% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.18% | — | -4.33% | |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.15% | — | -1.10% | |
| 19 | SOFI | Sofi Technologies INC | 株式-金融 | 1.14% | -0.40% | -0.12% | |
| 20 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.14% | -1.05% | EXIT | |
| 21 | IYC | Ishares US Consumer Discreti | ETF-その他 | 1.11% | -1.10% | EXIT | |
| 22 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.09% | +0.04% | +6.15% | |
| 23 | IDHQ | Invesco S&p International De | ETF-その他 | 1.06% | +0.18% | +49.26% | |
| 24 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 1.04% | +0.24% | -1.05% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | +0.12% | +114.26% | |
| 26 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 1.03% | -1.07% | EXIT | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.02% | -0.16% | +0.25% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.95% | -0.28% | -1.30% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | +0.03% | -0.06% | |
| 30 | DFAI | Dimensional International Co | ETF-その他 | 0.90% | +0.36% | +14.95% | |
| 31 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.90% | — | -2.20% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.86% | — | -0.21% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.21% | -2.26% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.78% | +0.31% | -21.74% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | -0.08% | -2.91% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.73% | +0.12% | -1.87% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.72% | — | -1.43% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.67% | — | +0.29% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +0.04% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.09% | +2.73% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | -0.57% | |
| 42 | TAXE | T Rowe Price Intermed Munp B | ETF-その他 | 0.49% | — | +127.62% | |
| 43 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.41% | +1.61% | +21.62% | |
| 44 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.38% | — | +83.12% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.38% | — | -0.23% | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.37% | — | -0.26% | |
| 47 | IQLT | Ishares Msci International Q | ETF-その他 | 0.37% | — | -0.00% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | +0.07% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | — | +29.41% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | +3.10% |