CIK: 0001706915
申告総資産額
$2.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 28.05% | -0.95% | -0.15% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 9.26% | +0.35% | — | |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 5.25% | +0.02% | — | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.06% | +0.43% | — | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.49% | -0.03% | -0.28% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.99% | — | — | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.55% | — | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.34% | +0.05% | — | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.98% | +0.16% | — | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.89% | +0.24% | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.32% | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.51% | +0.80% | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.49% | +0.07% | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.44% | +0.06% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.42% | +0.16% | — | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.28% | -0.12% | — | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.24% | +0.37% | — | |
| 18 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.02% | -0.05% | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.01% | -0.15% | — | |
| 20 | AAPL | Apple INC | 株式-IT | 1.00% | -0.25% | — | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.98% | -0.03% | — | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.97% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.89% | — | — | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.68% | -0.12% | — | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.59% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.17% | — | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | — | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.44% | -0.02% | — | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.44% | — | — | |
| 30 | SYK | Stryker CORP | 株式-ヘルスケア | 0.42% | — | — | |
| 31 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.40% | -0.12% | — | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.39% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | +0.05% | — | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.42% | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | -0.05% | — | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.32% | -0.10% | EXIT | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | — | |
| 40 | VLO | Valero Energy CORP | 株式-エネルギー | 0.30% | +0.08% | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | — | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | -0.24% | — | |
| 43 | TSQ | Townsquare Media INC - Cl A | 株式-その他 | 0.29% | — | -13.56% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.29% | — | — | |
| 45 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.29% | — | — | |
| 46 | ECL | Ecolab INC | 株式-素材 | 0.28% | — | — | |
| 47 | AXP | American Express Co | 株式-金融 | 0.27% | -0.08% | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | -0.05% | — | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.27% | — | — | |
| 50 | ACN | Accenture plc | 株式-IT | 0.26% | -0.05% | — |