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-cl B | 株式-その他 | 8.14% | -0.51% | +8.52% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.76% | — | -0.63% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.89% | +0.56% | +3.42% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.63% | -0.09% | -0.30% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 5.55% | -0.72% | +1.71% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.37% | -0.69% | +0.27% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.82% | +0.32% | +0.59% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.77% | +0.02% | -0.53% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.15% | +0.25% | +13.08% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.76% | +0.03% | +6.25% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.59% | — | +1.08% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.44% | -0.17% | +0.54% | |
| 13 | ✓ | 1/100 Berkshire Htwy Cla | 株式-その他 | 2.93% | — | +9900.00% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.70% | +0.08% | -0.70% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.39% | +0.06% | +3.56% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.13% | +0.09% | -0.13% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.06% | +0.04% | -7.48% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.01% | — | -9.55% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.90% | — | — | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.82% | +0.09% | +2.59% | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.58% | — | +13.33% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.45% | — | +43.81% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.40% | — | +2.91% | |
| 24 | NYF | Ishares New York Muni Bond E | ETF-その他 | 1.33% | +0.06% | +24.73% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.18% | -0.08% | EXIT | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.14% | +0.03% | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.11% | — | -4.97% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.07% | -0.01% | +8.84% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.84% | — | +2.86% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.79% | +0.05% | -0.46% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.78% | — | +2.20% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.75% | — | -44.00% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.63% | -0.02% | +0.72% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.57% | -0.03% | +5.49% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.53% | — | -18.06% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.36% | -0.01% | — | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.36% | -0.01% | -0.02% | |
| 38 | PRMY | Primary Bk | 株式-その他 | 0.31% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.03% | +0.12% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.26% | -0.01% | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | +0.04% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | — | |
| 43 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.18% | +0.14% | +0.59% | |
| 44 | AAPL | Apple INC | 株式-IT | 0.18% | -0.01% | +0.09% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.17% | — | -0.01% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.16% | — | — | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.14% | — | -31.21% | |
| 48 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.13% | — | +30.00% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.13% | — | — | |
| 50 | ✓ | 株式-その他 | 0.10% | — | -14.55% |