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 | 18.69% | -0.60% | +3.58% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 12.97% | — | +0.58% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 9.12% | — | -2.73% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.08% | -0.09% | +23.42% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 5.04% | — | -1.26% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.84% | — | -0.49% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.59% | -0.31% | +18.88% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.78% | — | +60.42% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 1.99% | -0.27% | +2.46% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.98% | — | +1.56% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.91% | — | +4.28% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.90% | — | -0.74% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.44% | — | -1.59% | |
| 14 | WPC | Wp Carey INC | 株式-不動産 | 1.42% | — | +0.12% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | +0.04% | +0.30% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.23% | — | -3.07% | |
| 17 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 1.13% | — | -1.08% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.13% | +0.16% | +0.01% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.13% | — | — | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | -3.41% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.89% | — | -2.02% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.84% | — | — | |
| 23 | KEL | Kellanova | 株式-その他 | 0.66% | — | -1.95% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | — | — | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +9.16% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | — | — | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | -8.51% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.57% | — | +0.03% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.05% | -3.58% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | -1.99% | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.50% | — | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | — | +31.53% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.44% | -0.22% | +19.83% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.44% | +0.38% | -3.11% | |
| 35 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.39% | — | — | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.38% | — | -0.41% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.37% | +0.26% | -2.07% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.05% | +23.46% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.30% | — | — | |
| 42 | DOW | Dow Chem Co | 株式-素材 | 0.29% | — | +2.34% | |
| 43 | XHR | Xenia Hotels & Resorts INC | 株式-その他 | 0.27% | — | -2.20% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | -4.74% | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.25% | — | -17.56% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.25% | +0.06% | NEW | |
| 47 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.24% | — | -2.06% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.23% | — | +0.16% | |
| 49 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.23% | — | -3.22% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.22% | +0.06% | +31.74% |