CIK: 0001776290
申告総資産額
$28.9億
| # | 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 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 17.44% | — | +0.18% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.38% | -0.60% | +1.19% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 10.70% | — | +5.50% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 8.53% | — | +0.11% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.88% | -0.09% | +0.86% | |
| 6 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 3.22% | — | +0.16% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.87% | — | -2.13% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.17% | — | +5.10% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.00% | — | +2.72% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.79% | — | +0.09% | |
| 11 | WPC | Wp Carey INC | 株式-不動産 | 1.69% | — | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.68% | +0.16% | +0.57% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 1.63% | -0.27% | +0.03% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.53% | — | +0.03% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.41% | — | +0.01% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.33% | +0.04% | +0.06% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.29% | — | +0.01% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.21% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +38.30% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | — | — | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.87% | — | +0.04% | |
| 22 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.73% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -1.48% | |
| 24 | KEL | Kellanova | 株式-その他 | 0.71% | — | — | |
| 25 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.63% | — | -1.85% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | — | — | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | +2.68% | |
| 28 | ETN | Eaton Corporation plc | 株式-資本財 | 0.56% | — | — | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.56% | — | — | |
| 30 | GSPUSD | Ipath Gsci Total Return Indx | ETF-その他 | 0.54% | — | +3.74% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.49% | — | — | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.47% | — | -2.39% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.42% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.05% | +0.07% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.40% | — | +0.06% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | — | |
| 37 | DOW | Dow Chem Co | 株式-素材 | 0.33% | — | -7.49% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 0.32% | — | +0.65% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.05% | — | |
| 40 | FLL | Full House Resorts INC | 株式-その他 | 0.25% | — | — | |
| 41 | PXGBX | Praxair INC | 株式-その他 | 0.24% | — | — | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.22% | — | — | |
| 43 | AAPL | Apple INC | 株式-IT | 0.22% | -0.22% | +1.97% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.22% | — | — | |
| 45 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.21% | — | +0.01% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.20% | — | +9.35% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.20% | — | +0.09% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | — | — | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.19% | — | +23.82% | |
| 50 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.19% | — | +0.02% |