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 | 19.49% | -0.60% | -1.47% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 13.94% | — | -3.40% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.87% | -0.09% | -1.45% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 8.48% | — | -0.66% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.70% | — | +0.18% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.48% | — | -6.02% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.57% | -0.31% | -0.66% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.56% | — | -3.42% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 2.29% | -0.27% | +0.78% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.89% | — | -3.73% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.89% | — | -1.31% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.80% | — | -1.00% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.39% | — | -6.13% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | +0.04% | -9.32% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | — | -4.98% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.22% | — | -4.58% | |
| 17 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 1.15% | — | -2.52% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.04% | +0.16% | -1.55% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.80% | — | -0.26% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | +0.26% | |
| 21 | KEL | Kellanova | 株式-その他 | 0.70% | — | +13.23% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.65% | — | -16.67% | |
| 23 | MO | Altria Group INC | 株式-生活必需品 | 0.63% | — | -1.20% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.60% | — | -8.70% | |
| 25 | WPC | Wp Carey INC | 株式-不動産 | 0.59% | — | -4.98% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | -11.20% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.54% | — | -4.89% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.05% | +1.93% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.54% | — | -15.60% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | -9.78% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.52% | +0.38% | -4.31% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | -4.19% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.45% | +0.26% | -3.29% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.44% | -0.22% | +0.18% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | +4.83% | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.41% | — | -1.33% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.40% | — | — | |
| 38 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.39% | — | +0.24% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.05% | +0.04% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | — | -18.06% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.32% | — | -3.99% | |
| 42 | DOW | Dow Chem Co | 株式-素材 | 0.30% | — | -3.99% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.28% | +0.06% | NEW | |
| 44 | T | At&t INC | 株式-通信サービス | 0.26% | — | +4.32% | |
| 45 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.26% | — | +1.77% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | -4.00% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | — | |
| 48 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.24% | — | -1.18% | |
| 49 | GIS | General Mills INC | 株式-生活必需品 | 0.22% | — | — | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.22% | — | — |