CIK: 0001667102
申告総資産額
$3.1億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.97% | — | +8.82% | |
| 2 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 4.51% | — | -1.20% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.65% | +0.08% | -1.40% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.57% | -0.09% | +0.53% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.42% | — | +2.82% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.40% | +0.56% | +1.70% | |
| 7 | ARAUSD | American Renal Associates Ho | 株式-その他 | 2.38% | — | — | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.19% | — | +2.13% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.04% | -0.01% | -1.44% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.93% | +0.25% | +2.15% | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.92% | — | +5.94% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.61% | -0.72% | -2.73% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.61% | +0.04% | +13.47% | |
| 14 | ITW | Illinois Tool Works | 株式-資本財 | 1.61% | — | -0.56% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.59% | — | -0.59% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.56% | -0.17% | -0.98% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.54% | — | -0.80% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.51% | — | -0.53% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.43% | — | -1.63% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.40% | — | -0.04% | |
| 21 | BTU | Peabody Energy Corporation | 株式-エネルギー | 1.37% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | +0.03% | -1.11% | |
| 23 | MMM | 3m Co | 株式-資本財 | 1.22% | — | -0.98% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.05% | -1.20% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | — | -0.15% | |
| 26 | SYK | Stryker CORP | 株式-ヘルスケア | 1.12% | — | -2.33% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.06% | +0.02% | +4.22% | |
| 28 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.97% | — | +0.30% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.96% | +0.32% | +5.05% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.93% | — | +6.45% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | -0.20% | |
| 32 | VFC | Vf CORP | 株式-一般消費財 | 0.89% | — | -0.42% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.87% | — | -1.22% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | -1.96% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.85% | — | +42.37% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | -1.52% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.80% | — | -0.71% | |
| 38 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.80% | — | -0.18% | |
| 39 | PXGBX | Praxair INC | 株式-その他 | 0.77% | — | -0.10% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.76% | — | -0.55% | |
| 41 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.75% | — | -4.82% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.74% | — | -2.30% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | +0.06% | -5.41% | |
| 44 | ✓ | SPDR S&P Midcap 400 | 株式-その他 | 0.74% | — | -7.32% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.74% | +0.09% | +0.36% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +2.34% | |
| 47 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.70% | — | -24.42% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | -0.69% | -0.30% | |
| 49 | UTXZ | United Tech CORP | 株式-その他 | 0.69% | — | — | |
| 50 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.68% | — | +4.37% |