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 | 20.87% | -0.60% | -0.88% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 13.35% | — | -2.71% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 10.52% | -0.09% | -1.29% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 7.27% | — | -1.49% | |
| 5 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.32% | — | -1.54% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.45% | — | -1.26% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.42% | -0.31% | -1.94% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.08% | -0.01% | +9.46% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 2.64% | -0.27% | -6.80% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.47% | — | +0.25% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.97% | — | +1.05% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.86% | — | +0.50% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.63% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | +0.04% | +0.05% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.30% | — | -2.06% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.27% | — | -1.78% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.25% | — | -1.19% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +2.73% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | +0.16% | -0.29% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.77% | -0.22% | +3.21% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | — | -8.27% | |
| 22 | KEL | Kellanova | 株式-その他 | 0.71% | — | +6.19% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.67% | — | +0.03% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.58% | — | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -0.89% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | +0.38% | — | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.49% | +0.26% | -1.53% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | -18.40% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.47% | — | +0.04% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | — | -3.35% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | +1.21% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.41% | — | -3.21% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | +26.33% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.05% | +0.03% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | -7.58% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.33% | — | +0.03% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.32% | — | -2.38% | |
| 39 | LCII | Lci Industries | 株式-一般消費財 | 0.31% | -0.05% | EXIT | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.30% | — | — | |
| 41 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.30% | — | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.27% | — | — | |
| 43 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.26% | — | — | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.26% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.05% | -8.67% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | -1.29% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.29% | -0.51% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.24% | — | +2.72% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.22% | — | +1.72% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.22% | — | — |