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 | 20.09% | -0.60% | +2.17% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 13.49% | — | +3.66% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.77% | -0.09% | +0.86% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 8.09% | — | +0.76% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.64% | — | +2.06% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.27% | — | +7.79% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.72% | -0.31% | +6.51% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.65% | — | +14.91% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 2.56% | -0.27% | +1.49% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.02% | — | +0.08% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | — | +5.98% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.73% | — | +0.27% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.39% | — | +2.08% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | +0.04% | +3.03% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.24% | — | -0.15% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.22% | — | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.03% | +0.16% | +4.13% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.78% | — | -6.11% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +1.31% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.69% | -0.01% | -33.28% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.68% | — | — | |
| 22 | KEL | Kellanova | 株式-その他 | 0.66% | — | -6.35% | |
| 23 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | — | +0.80% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.66% | — | +3.93% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | -2.04% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.61% | — | +4.66% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | -0.32% | |
| 28 | WPC | Wp Carey INC | 株式-不動産 | 0.54% | — | +156.34% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.53% | -0.22% | +5.15% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | — | +21.54% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | +0.38% | +0.53% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.05% | +15.01% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.47% | +0.26% | +1.06% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.46% | — | +22.77% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.45% | — | -0.12% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | +6.79% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | +1.88% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.41% | — | — | |
| 39 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 0.39% | — | +82.20% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | +0.05% | -3.08% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | — | |
| 42 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.33% | — | +4.59% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.31% | — | +5.17% | |
| 44 | DOW | Dow Chem Co | 株式-素材 | 0.30% | — | — | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | -11.08% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | -0.24% | |
| 47 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.24% | — | +3.04% | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.21% | — | +8.42% | |
| 49 | FMAO | Farmers & Merchants Banco/oh | 株式-その他 | 0.20% | — | — | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.19% | — | -4.43% |