CIK: 0001726609
申告総資産額
$2.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 18.55% | -1.55% | -2.75% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 14.46% | -0.03% | -0.70% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 14.12% | -0.54% | -3.50% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.13% | +0.01% | -0.74% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.85% | -0.06% | -0.90% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 5.52% | +0.21% | -18.28% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 5.24% | -0.79% | +36.19% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.75% | — | +16.54% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.70% | — | +0.21% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.55% | -0.18% | +58.29% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.10% | -0.29% | +0.75% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.72% | — | +360.37% | |
| 13 | PID | Invesco International Divide | ETF-その他 | 1.59% | -0.08% | — | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.06% | -0.02% | -25.69% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.26% | -46.12% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.56% | — | +78.49% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | -2.47% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.48% | — | -75.33% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | -0.09% | -0.08% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.02% | +18.60% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 0.33% | -0.01% | +94.54% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.33% | -0.03% | — | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.31% | -0.17% | -3.58% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | -0.05% | -3.53% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -1.93% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | -0.06% | — | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | +50.48% | |
| 28 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.27% | — | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.27% | -0.02% | +0.36% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | -0.08% | -1.19% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.27% | -0.07% | +4.12% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | -0.06% | — | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.20% | — | +1.57% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.18% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.18% | — | — | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.17% | — | +1.89% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.17% | -0.02% | -2.73% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.14% | — | — | |
| 39 | FIXXEUR | Homology Medicines INC | 株式-その他 | 0.04% | — | — |