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 | 4.52% | — | — | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.21% | -0.09% | -0.35% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.98% | -0.01% | -6.88% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.65% | +0.56% | +0.63% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.42% | -0.08% | EXIT | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.32% | — | +2.98% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.26% | +0.08% | -2.21% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.22% | +0.25% | +0.44% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.20% | -0.72% | +0.53% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.14% | -0.05% | -4.77% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.94% | — | +5.76% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.91% | +0.04% | +3.95% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.90% | — | -6.35% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.75% | — | -2.83% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.71% | -0.17% | -1.44% | |
| 16 | ACN | Accenture plc | 株式-IT | 1.66% | — | -5.51% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.60% | — | -4.34% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.54% | — | -2.20% | |
| 19 | BTU | Peabody Energy Corporation | 株式-エネルギー | 1.52% | — | — | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.49% | — | -4.05% | |
| 21 | ITW | Illinois Tool Works | 株式-資本財 | 1.40% | — | -5.00% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.35% | — | -2.90% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.35% | +0.02% | +3.75% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.23% | +0.32% | +0.56% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.21% | — | -9.10% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | -4.81% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.18% | — | +98.98% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | -3.88% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.17% | — | +1.63% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | -0.69% | -0.17% | |
| 31 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.02% | — | -6.90% | |
| 32 | RSG | Republic Services INC | 株式-資本財 | 1.00% | — | -6.30% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.97% | — | -1.40% | |
| 34 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.97% | — | -2.42% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | — | — | |
| 36 | ARAUSD | American Renal Associates Ho | 株式-その他 | 0.95% | — | — | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | -5.28% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.92% | — | -5.04% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | -0.88% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | -6.22% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.79% | — | -2.80% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.78% | — | +0.77% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.77% | +0.06% | +10.44% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | +0.01% | -0.45% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | +0.66% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.74% | — | — | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.74% | — | -0.41% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.71% | — | -4.90% | |
| 49 | ✓ | SPDR S&P Midcap 400 | 株式-その他 | 0.68% | — | — | |
| 50 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.67% | — | -5.64% |