CIK: 0001729515
申告総資産額
$4.5億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.43% | -0.43% | +0.12% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.16% | -0.90% | -1.08% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.11% | +0.46% | +2.73% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.95% | +0.16% | +4.05% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.38% | — | +0.18% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.38% | -0.32% | +0.74% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | — | -1.91% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.21% | +0.36% | +1.45% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.99% | +0.20% | +0.48% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.80% | — | -1.13% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.76% | +0.44% | +2.55% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.70% | +0.49% | +0.55% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.42% | — | -2.48% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.35% | +0.08% | +0.20% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.33% | — | -7.11% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | +0.67% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.19% | +1.85% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.25% | -0.15% | -0.73% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.22% | +0.15% | -0.66% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | -0.21% | -0.11% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | — | -1.98% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.17% | -0.10% | -2.41% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.09% | — | +4.28% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.08% | — | +2.60% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.06% | — | — | |
| 26 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.05% | — | -1.32% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.01% | — | +2.40% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.11% | -0.05% | |
| 29 | ITW | Illinois Tool Works | 株式-資本財 | 0.90% | — | -1.43% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | -0.15% | +0.20% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | +1.39% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.82% | — | -3.53% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.81% | — | -1.00% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.13% | -0.26% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.79% | +0.34% | +14.27% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | +0.06% | +1.86% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | — | +0.40% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | -0.04% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.12% | -1.12% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | -1.27% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | -1.34% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | +1.35% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.68% | — | -48.65% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.66% | — | +0.01% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.64% | — | +49.36% | |
| 47 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.64% | +0.11% | +20.01% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | -0.15% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +2.33% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | -0.09% | -0.78% |