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 | 9.33% | -0.51% | -0.01% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.21% | — | +0.33% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.99% | -0.69% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 6.64% | -0.72% | +0.13% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.84% | +0.56% | +2.13% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.71% | -0.09% | +0.06% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 5.09% | +0.32% | +0.90% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.90% | +0.02% | +1.39% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.41% | +0.25% | +0.32% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.39% | +0.03% | +2.26% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.39% | — | +3.48% | |
| 12 | BTU | Peabody Energy Corporation | 株式-エネルギー | 3.38% | — | — | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.04% | -0.17% | -2.82% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.73% | +0.06% | +1.47% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.32% | — | +3.43% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.27% | +0.08% | +0.04% | |
| 17 | NYF | Ishares New York Muni Bond E | ETF-その他 | 2.20% | +0.06% | +55.56% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.09% | +0.09% | +0.01% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.02% | — | +8.39% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.55% | +0.04% | +1.31% | |
| 21 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.38% | — | +0.64% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.28% | +0.09% | -3.12% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.24% | — | +24.18% | |
| 24 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.22% | +0.05% | +1.38% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.14% | — | -0.04% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.10% | — | -6.90% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.69% | +0.05% | — | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.69% | -0.02% | +0.13% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.67% | -0.01% | — | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.63% | +0.03% | — | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.54% | -0.08% | EXIT | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.50% | — | -2.70% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.36% | -0.01% | +1.42% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | — | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.32% | -0.03% | +0.02% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | -0.01% | -24.07% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.27% | — | +0.03% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.03% | +1.38% | |
| 39 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.26% | — | — | |
| 40 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.26% | — | -1.23% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.25% | +0.14% | +0.49% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | -7.01% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.20% | -0.01% | +3.45% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.20% | — | +0.03% | |
| 45 | CMF | Ishares California Muni Bond | ETF-その他 | 0.14% | — | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.14% | — | — | |
| 47 | TREX | Trex Company INC | 株式-資本財 | 0.13% | — | — | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.12% | -0.05% | +6.43% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | -0.01% | +3.08% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.09% | +0.01% | +0.50% |