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 | 4.59% | — | -5.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 4.13% | — | +1.03% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.15% | -0.17% | +99.18% | |
| 4 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.56% | — | +210.02% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.50% | -0.09% | +0.90% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.39% | — | +3.53% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.33% | +0.08% | -3.50% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.26% | +0.56% | +2.18% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.18% | -0.01% | +0.47% | |
| 10 | ARAUSD | American Renal Associates Ho | 株式-その他 | 1.98% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.90% | +0.25% | +3.88% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.78% | — | -1.38% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.68% | -0.72% | +0.24% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.64% | +0.04% | -9.69% | |
| 15 | ACN | Accenture plc | 株式-IT | 1.56% | — | -0.51% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.52% | — | -0.88% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.47% | — | -1.42% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.46% | — | +0.56% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 1.42% | — | -0.64% | |
| 20 | BTU | Peabody Energy Corporation | 株式-エネルギー | 1.33% | — | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.05% | -3.60% | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 1.28% | — | +0.26% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.19% | — | +7.01% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | +0.03% | -1.27% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.16% | +0.01% | +99.00% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.13% | +0.02% | +5.15% | |
| 27 | MMM | 3m Co | 株式-資本財 | 1.10% | — | +11.39% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 1.02% | +0.32% | +9.42% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.01% | — | -45.16% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 1.01% | — | -1.45% | |
| 31 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.00% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | — | +1.65% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | — | +6.76% | |
| 34 | VFC | Vf CORP | 株式-一般消費財 | 0.93% | — | -1.21% | |
| 35 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.89% | — | +111.23% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.89% | -0.08% | EXIT | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.89% | — | -2.19% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.86% | — | -0.66% | |
| 39 | RSG | Republic Services INC | 株式-資本財 | 0.81% | — | +83.99% | |
| 40 | ✓ | SPDR S&P Midcap 400 | 株式-その他 | 0.79% | — | +5.44% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +0.53% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.76% | — | -3.10% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.76% | +0.06% | +0.29% | |
| 44 | PXGBX | Praxair INC | 株式-その他 | 0.75% | — | -1.33% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.75% | -0.69% | +1.43% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.72% | +0.09% | -2.76% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | -0.07% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.69% | — | -4.86% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | -0.70% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.68% | +0.09% | +3.31% |