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 | 3.84% | — | -1.94% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.50% | -0.01% | +251.80% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.32% | — | +22.50% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.28% | -0.09% | +6.10% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.24% | — | +8.74% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.07% | -0.72% | +6.50% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.97% | -0.69% | +3.82% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.50% | +0.56% | +2.84% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.32% | -0.17% | +12.58% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.11% | -0.08% | EXIT | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.09% | — | -5.34% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.08% | +0.02% | +5.41% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.05% | -7.88% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.80% | +0.08% | -4.81% | |
| 15 | ACN | Accenture plc | 株式-IT | 1.74% | — | -0.90% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.69% | — | +18.88% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | — | -0.52% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.58% | +0.25% | +8.90% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.49% | — | +0.14% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.44% | — | +0.40% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.40% | +0.32% | +17.67% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.39% | +0.04% | +1.79% | |
| 23 | ITW | Illinois Tool Works | 株式-資本財 | 1.39% | — | -0.25% | |
| 24 | BTU | Peabody Energy Corporation | 株式-エネルギー | 1.28% | — | — | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.28% | — | +7.15% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.28% | — | -0.24% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | -0.23% | |
| 28 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.10% | — | -1.26% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | +0.78% | |
| 30 | RSG | Republic Services INC | 株式-資本財 | 0.97% | — | +1.94% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 0.95% | — | +2.53% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | +2.04% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.94% | — | +0.65% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.92% | — | +29.49% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | — | -0.67% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.86% | +0.09% | -2.79% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.75% | — | +14.73% | |
| 39 | ARAUSD | American Renal Associates Ho | 株式-その他 | 0.75% | — | — | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | +0.24% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.70% | — | -4.08% | |
| 42 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.68% | — | -0.70% | |
| 43 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.68% | — | +5.72% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +6.32% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.65% | — | +4.70% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | -1.29% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | +0.01% | +0.68% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | +0.09% | -2.19% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.62% | — | +1.33% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.58% | — | -3.22% |