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 | 3.60% | — | -0.94% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.43% | -0.01% | -2.55% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.10% | — | +28.37% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.09% | -0.09% | +3.09% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.97% | — | +81.92% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.81% | -0.72% | +20.36% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.77% | -0.69% | +150.97% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.49% | +0.56% | -0.73% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.37% | -0.08% | EXIT | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.05% | -1.38% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.06% | -0.17% | +12.62% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.04% | +0.08% | -4.20% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.01% | +0.02% | +45.18% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.99% | — | -0.67% | |
| 15 | ACN | Accenture plc | 株式-IT | 1.83% | — | +1.44% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.67% | — | -0.47% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.55% | — | +56.34% | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.51% | — | -0.46% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.51% | +0.25% | -29.17% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.48% | +0.04% | -16.25% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.47% | — | +0.15% | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 1.38% | — | -3.16% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.30% | — | -3.33% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 1.25% | +0.32% | +9.61% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.23% | — | +0.63% | |
| 26 | BTU | Peabody Energy Corporation | 株式-エネルギー | 1.18% | — | -4.35% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -0.27% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | -0.34% | |
| 29 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.01% | — | -0.46% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | +200.75% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | — | +1.59% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | +0.73% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | +0.41% | |
| 34 | RSG | Republic Services INC | 株式-資本財 | 0.92% | — | +1.55% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.91% | +0.09% | +97.28% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.88% | — | +2.02% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.83% | — | -0.86% | |
| 38 | ARAUSD | American Renal Associates Ho | 株式-その他 | 0.77% | — | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | -0.37% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.74% | — | — | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.72% | — | +6.82% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.70% | — | — | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.69% | +0.09% | +24.57% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +1.75% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.64% | +0.06% | -16.71% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | +0.01% | -0.45% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | +2.49% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.63% | — | -0.22% | |
| 49 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.63% | — | -0.42% | |
| 50 | ✓ | SPDR S&P Midcap 400 | 株式-その他 | 0.62% | — | -9.87% |