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 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 4.99% | — | -0.08% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.14% | — | -12.39% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.73% | -0.09% | +0.48% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.50% | +0.08% | -0.76% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.49% | +0.56% | +2.11% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.31% | — | +1.44% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.14% | +0.25% | -4.83% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.97% | -0.01% | -0.47% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.80% | — | +0.29% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.75% | +0.04% | +9.73% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.71% | -0.72% | +0.99% | |
| 12 | AMGN | Amgen INC | 株式-ヘルスケア | 1.71% | — | -0.05% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.70% | — | -2.14% | |
| 14 | BTU | Peabody Energy Corporation | 株式-エネルギー | 1.63% | — | — | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.60% | -0.17% | +0.23% | |
| 16 | ARAUSD | American Renal Associates Ho | 株式-その他 | 1.58% | — | -1.26% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.57% | — | -7.59% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.49% | — | -0.28% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.44% | -0.05% | -0.79% | |
| 20 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.41% | — | +6.45% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.35% | — | +5.31% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.32% | — | -13.67% | |
| 23 | ITW | Illinois Tool Works | 株式-資本財 | 1.29% | — | -1.14% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.21% | — | -4.43% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.19% | +0.02% | +6.31% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | +0.68% | |
| 27 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.16% | — | -14.97% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 1.12% | +0.32% | +1.28% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.04% | — | -1.49% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.03% | -1.96% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | -0.66% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.98% | — | +8.23% | |
| 33 | RSG | Republic Services INC | 株式-資本財 | 0.97% | — | +1.30% | |
| 34 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.93% | — | +11.92% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.93% | — | +1.22% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.89% | — | -0.89% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.85% | — | -22.94% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.84% | — | -1.11% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.81% | — | -0.80% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | — | +11.82% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.78% | — | -3.27% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | +0.01% | -1.78% | |
| 43 | VFC | Vf CORP | 株式-一般消費財 | 0.77% | — | -0.37% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.76% | -0.69% | +0.00% | |
| 45 | ✓ | SPDR S&P Midcap 400 | 株式-その他 | 0.75% | — | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | +0.06% | +2.83% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | — | +5.79% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.73% | — | -3.24% | |
| 49 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.71% | — | +70.74% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.67% | +0.09% | +0.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc. | +0.4% | -0.08% | 減少 |
| 2 | IWB | Ishares Russell 1000 ETF | +0.3% | +299.73% | 増加 |
| 3 | PKG | Packaging CORP Of America | +0.2% | +70.74% | 増加 |
| 4 | HD | Home Depot INC | +0.2% | +73.28% | 増加 |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +2.11% | 増加 |
| 6 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | -0.76% | 減少 |
| 7 | TMO | Thermo Fisher Scientific INC | 0% | -2.14% | 減少 |
| 8 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.48% | 増加 |
| 9 | VO | Vanguard Mid-cap ETF | 0% | +6.31% | 増加 |
| 10 | VTV | Vanguard Value ETF | 0% | +1.28% | 増加 |
| 11 | ITW | Illinois Tool Works | 0% | -1.14% | 減少 |
| 12 | MSFT | Microsoft CORP | — | -0.79% | 減少 |
| 13 | BLKCHF | Blackrock INC | 0% | +5.31% | 増加 |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | 0% | -13.67% | 減少 |
| 15 | MMM | 3m Co | 0% | -4.43% | 減少 |
| 16 | VEU | Vanguard Ftse All-world Ex-u | 0% | -3.27% | 減少 |
| 17 | ORCL | Oracle CORP | 0% | -3.24% | 減少 |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -12.39% | 減少 |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | +0.00% | 増加 |
| 20 | VBR | Vanguard Small-cap Value ETF | 0% | +2.83% | 増加 |
| 21 | CNI | Canadian Natl Railway Co | -0.1% | -0.86% | 減少 |
| 22 | MA | Mastercard INC - A | -0.1% | -1.49% | 減少 |
| 23 | ✓ | SPDR S&P Midcap 400 | -0.1% | — | 変化なし |
| 24 | IWN | Ishares Russell 2000 Value E | -0.1% | — | 変化なし |
| 25 | IWO | Ishares Russell 2000 Growth | -0.1% | — | 変化なし |
| 26 | VUG | Vanguard Growth ETF | -0.1% | +0.99% | 増加 |
| 27 | IWP | Ishares Russell Mid-cap Grow | -0.1% | +0.23% | 増加 |
| 28 | UTXZ | United Tech CORP | -0.1% | +1.21% | 増加 |
| 29 | DXJ | Wisdomtree Japan Hedged Eq | -0.1% | -6.40% | 減少 |
| 30 | FDX | Fedex CORP | -0.1% | -1.06% | 減少 |
| 31 | ACN | Accenture plc | -0.1% | -0.28% | 減少 |
| 32 | AGG | Ishares Core U.s. Aggregate | -0.1% | -22.94% | 減少 |
| 33 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -16.57% | 減少 |
| 34 | VFC | Vf CORP | -0.1% | -0.37% | 減少 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -1.96% | 減少 |
| 36 | NWL | Newell Brands INC | -0.1% | -38.16% | 減少 |
| 37 | VB | Vanguard Small-cap ETF | -0.2% | +1.44% | 増加 |
| 38 | MCK | Mckesson CORP | -0.2% | -59.85% | 減少 |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.2% | -4.83% | 減少 |
| 40 | BUD | Anheuser-busch Inbev-spn Adr | -0.2% | -50.71% | 減少 |
| 41 | 9990302D | Apache CORP | -0.3% | -39.12% | 減少 |
| 42 | AAPL | Apple INC | -0.5% | -0.47% | 減少 |
| 43 | ARAUSD | American Renal Associates Ho | -1.1% | -1.26% | 減少 |
| 44 | PXGBX | Praxair INC | — | EXIT | 全売却 |
| 45 | LIN | Linde plc | — | NEW | 新規購入 |
| 46 | EFA | Ishares Msci Eafe ETF | — | NEW | 新規購入 |
| 47 | ONB | Old National Bancorp | — | EXIT | 全売却 |
| 48 | ✓ | Blackrock Muni 2018 Term Tr | — | EXIT | 全売却 |
| 49 | KR | Kroger Co | — | EXIT | 全売却 |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | 新規購入 |