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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.39% | -0.60% | +0.04% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 16.16% | — | -0.69% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 11.40% | — | +2.28% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.93% | — | -0.93% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.82% | -0.09% | -1.03% | |
| 6 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 2.62% | — | +85.81% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.49% | — | -0.88% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.34% | — | -2.36% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.92% | — | -0.60% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.80% | — | -2.19% | |
| 11 | WPC | Wp Carey INC | 株式-不動産 | 1.77% | — | +0.03% | |
| 12 | SYK | Stryker CORP | 株式-ヘルスケア | 1.73% | -0.27% | +6.80% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.57% | — | +0.02% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | +0.04% | +3.70% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.32% | +0.16% | -2.39% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.31% | — | +0.01% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.21% | — | +0.01% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.09% | — | -11.11% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | +0.20% | |
| 20 | XHR | Xenia Hotels & Resorts INC | 株式-その他 | 0.90% | — | — | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +20.35% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.83% | — | -1.13% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.81% | — | +0.05% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.81% | — | +18.42% | |
| 25 | KEL | Kellanova | 株式-その他 | 0.68% | — | +1.46% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | — | |
| 27 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.59% | — | -1.96% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.59% | — | +1.35% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.05% | +4.14% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.56% | — | +3.16% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.53% | -0.22% | +0.63% | |
| 32 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | -0.31% | +4.74% | |
| 33 | ETN | Eaton Corporation plc | 株式-資本財 | 0.47% | — | — | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.45% | — | — | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.43% | +0.06% | NEW | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | — | |
| 37 | GSPUSD | Ipath Gsci Total Return Indx | ETF-その他 | 0.41% | — | +48.07% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.39% | — | +0.08% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.38% | — | — | |
| 40 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.38% | — | -0.29% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | +78.60% | |
| 42 | ✓ | 株式-その他 | 0.35% | — | — | ||
| 43 | DOW | Dow Chem Co | 株式-素材 | 0.30% | — | +2.89% | |
| 44 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.30% | — | — | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.30% | — | +0.57% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.29% | +0.38% | +17.73% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.05% | +11.58% | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.24% | — | — | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.21% | — | — | |
| 50 | PXGBX | Praxair INC | 株式-その他 | 0.20% | — | — |