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 | 18.00% | -0.60% | +0.86% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 16.16% | — | -1.44% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 11.51% | — | -0.36% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.93% | — | -0.94% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.83% | -0.09% | -1.20% | |
| 6 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 3.14% | — | -2.60% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.52% | — | -1.51% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | — | -2.17% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.98% | — | +0.39% | |
| 10 | SYK | Stryker CORP | 株式-ヘルスケア | 1.85% | -0.27% | +0.61% | |
| 11 | WPC | Wp Carey INC | 株式-不動産 | 1.57% | — | +0.10% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.56% | — | +0.03% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.48% | — | -20.38% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | +0.04% | +0.03% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.33% | — | -0.70% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.28% | +0.16% | -3.85% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.11% | — | -10.27% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.05% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | +0.23% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.84% | — | — | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.83% | — | +0.04% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | -11.01% | |
| 23 | PM | Philip Morris International | 株式-生活必需品 | 0.65% | — | — | |
| 24 | KEL | Kellanova | 株式-その他 | 0.64% | — | -3.94% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.05% | +7.50% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.61% | — | -17.27% | |
| 27 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.60% | — | -2.00% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.55% | -0.22% | +0.40% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.55% | — | -1.62% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.52% | -0.31% | — | |
| 31 | ETN | Eaton Corporation plc | 株式-資本財 | 0.47% | — | -0.91% | |
| 32 | XHR | Xenia Hotels & Resorts INC | 株式-その他 | 0.46% | — | -47.46% | |
| 33 | GSPUSD | Ipath Gsci Total Return Indx | ETF-その他 | 0.46% | — | -1.09% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -26.41% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.44% | — | -2.38% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | — | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.43% | +0.06% | NEW | |
| 38 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.42% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | +0.38% | +37.46% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.39% | — | — | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.36% | — | -7.04% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.33% | +0.26% | +79.95% | |
| 43 | DOW | Dow Chem Co | 株式-素材 | 0.33% | — | -1.98% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.31% | — | +0.56% | |
| 45 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.30% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.05% | -8.76% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.25% | — | -9.07% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | -33.01% | |
| 49 | PXGBX | Praxair INC | 株式-その他 | 0.21% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.21% | — | — |