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 | 11.55% | -0.51% | -2.25% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.01% | -0.72% | -0.02% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.33% | -0.69% | -2.74% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.64% | — | -1.13% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.27% | -0.09% | -1.72% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 5.07% | +0.32% | -1.27% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.98% | +0.25% | -0.91% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.66% | +0.56% | -3.84% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.69% | -0.17% | +0.17% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.95% | +0.02% | -1.84% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.91% | — | -2.16% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.84% | — | -0.16% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.79% | +0.03% | -2.06% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.44% | +0.08% | -0.53% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.44% | -0.06% | +5.72% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.25% | +0.06% | -2.91% | |
| 17 | NYF | Ishares New York Muni Bond E | ETF-その他 | 1.63% | +0.06% | +5.98% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.49% | -0.05% | — | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.48% | +0.09% | -2.24% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.45% | — | +0.05% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.43% | +0.09% | +0.00% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.33% | +0.04% | -3.66% | |
| 23 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.13% | — | -0.47% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.97% | -0.01% | -10.33% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.91% | +0.05% | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.89% | +0.03% | +0.91% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.87% | +0.05% | +5.51% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.83% | -0.01% | — | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.81% | +0.03% | — | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.64% | +0.18% | +37.84% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.61% | — | -6.46% | |
| 32 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-その他 | 0.58% | — | — | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.47% | -0.03% | -11.08% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | -0.01% | -2.26% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.43% | -0.01% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.38% | -0.02% | -8.13% | |
| 38 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.33% | +0.14% | +0.51% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.29% | -0.01% | +0.06% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.26% | -0.05% | +0.13% | |
| 41 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.26% | — | -4.40% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.25% | -0.08% | EXIT | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | -0.01% | -1.46% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.24% | — | — | |
| 45 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.21% | — | -23.27% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.19% | — | -26.38% | |
| 47 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.18% | -0.02% | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.01% | — | |
| 49 | AVGO | Broadcom Inc. | 株式-IT | 0.14% | -0.01% | +0.23% | |
| 50 | TREX | Trex Company INC | 株式-資本財 | 0.14% | — | — |