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 | 20.06% | -0.60% | -0.70% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 13.53% | — | -1.30% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.86% | -0.09% | +0.34% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 7.75% | — | -0.80% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.66% | — | -0.85% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.29% | — | -0.35% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.69% | -0.31% | -1.74% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 2.54% | -0.27% | -0.15% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.44% | — | -8.00% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.09% | — | +0.19% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.94% | — | -0.56% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.65% | — | -0.23% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.44% | -0.01% | +109.49% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | +0.04% | -0.79% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.36% | — | -1.07% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.24% | — | +0.37% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.23% | — | +0.17% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.98% | +0.16% | -0.56% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +0.89% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.74% | — | -0.67% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.71% | — | — | |
| 22 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.63% | — | +0.02% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | +2.49% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | — | |
| 25 | KEL | Kellanova | 株式-その他 | 0.59% | — | +0.06% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +0.02% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.57% | -0.22% | +5.37% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | — | — | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.48% | +0.38% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.47% | +0.26% | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.05% | +0.03% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.45% | — | +0.22% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.44% | — | +0.05% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.43% | — | +0.82% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | +0.05% | +7.24% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | -34.68% | |
| 38 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.36% | — | — | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.36% | — | — | |
| 40 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.34% | — | -2.04% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | — | |
| 42 | WPC | Wp Carey INC | 株式-不動産 | 0.32% | — | -40.83% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.31% | — | — | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | +4.42% | |
| 45 | OILUSD | Ipath S&p Gsci Crude Oil Tr | ETF-その他 | 0.25% | — | -38.43% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | +0.16% | |
| 47 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.22% | — | +1.32% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.29% | +12.59% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.19% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.19% | — | — |