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 | 26.43% | -0.95% | -0.39% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.01% | +0.35% | -0.06% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.93% | +0.43% | — | |
| 4 | SUB | Ishares Short-term National | ETF-その他 | 4.90% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 4.30% | -0.25% | — | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.62% | -0.03% | — | |
| 7 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.39% | +0.02% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.39% | -0.32% | — | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 2.28% | +0.44% | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.07% | +0.16% | -8.49% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.04% | +0.07% | — | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.89% | -0.15% | — | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.79% | — | -5.58% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.66% | — | -4.10% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.42% | -0.08% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.58% | +0.37% | — | |
| 17 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.25% | +0.24% | -9.63% | |
| 18 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.21% | -0.05% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | -0.17% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.14% | +0.06% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.12% | +0.16% | — | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.09% | +0.05% | — | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | +0.80% | — | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.24% | — | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.92% | — | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | — | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.89% | -0.12% | — | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.86% | -0.12% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | -0.08% | — | |
| 30 | UL | Unilever PLC | 株式-生活必需品 | 0.77% | — | — | |
| 31 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.72% | — | — | |
| 33 | GS | Goldman Sachs Group INC | 株式-金融 | 0.60% | -0.02% | — | |
| 34 | ZIM | ZIM Integrated Shipping Services Ltd. | 株式-その他 | 0.51% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | -0.05% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | — | |
| 38 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.37% | +0.04% | — | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.36% | — | — | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.36% | — | — | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.36% | -0.03% | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | +0.07% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.33% | — | — | |
| 44 | ACN | Accenture plc | 株式-IT | 0.32% | -0.05% | — | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | +0.11% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | -0.05% | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | — | |
| 49 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.30% | -0.12% | — | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.29% | +0.05% | — |