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 | 8.91% | -0.51% | -4.48% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.41% | — | -8.04% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.09% | -0.69% | -6.87% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.75% | -0.72% | +0.68% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.85% | -0.09% | -3.07% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.75% | +0.56% | -2.73% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 5.10% | +0.32% | -0.27% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.01% | +0.02% | +0.22% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.55% | +0.25% | -8.62% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.26% | +0.03% | +0.87% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.24% | -0.17% | -8.86% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.23% | — | +1.90% | |
| 13 | BTU | Peabody Energy Corporation | 株式-エネルギー | 3.23% | — | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.74% | +0.06% | -3.70% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.37% | +0.08% | -8.06% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.32% | — | +0.73% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.17% | +0.09% | -0.37% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.90% | — | +91.72% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.66% | +0.04% | -10.25% | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.48% | — | +1.60% | |
| 21 | NYF | Ishares New York Muni Bond E | ETF-その他 | 1.45% | +0.06% | +0.15% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.35% | +0.09% | -9.74% | |
| 23 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.24% | +0.05% | +1.54% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.18% | — | -20.98% | |
| 25 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.18% | — | -23.29% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.01% | — | +4.51% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.81% | -0.08% | EXIT | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.71% | +0.05% | -8.75% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.71% | -0.02% | +3.22% | |
| 30 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.71% | -0.01% | -20.22% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.65% | +0.03% | -44.75% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.52% | — | +21.91% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.38% | -0.01% | +0.06% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | -0.01% | — | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.34% | -0.03% | -1.53% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.34% | — | -42.03% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.28% | — | -30.61% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.28% | — | -48.89% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | — | +0.04% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.03% | +0.15% | |
| 41 | AAPL | Apple INC | 株式-IT | 0.22% | -0.01% | +0.09% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.20% | — | — | |
| 43 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.19% | +0.14% | +0.64% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.15% | — | — | |
| 45 | CMF | Ishares California Muni Bond | ETF-その他 | 0.14% | — | — | |
| 46 | TREX | Trex Company INC | 株式-資本財 | 0.13% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.05% | +0.18% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | -0.01% | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.10% | +0.01% | +0.50% | |
| 50 | ✓ | C B Richard Ellis Group | 株式-その他 | 0.09% | — | -8.60% |