CIK: 0001798172
申告総資産額
$4.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.43% | +0.27% | -4.95% | |
| 2 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 6.39% | — | +3.49% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.71% | -0.10% | -2.98% | |
| 4 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 5.49% | — | +7.65% | |
| 5 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 4.60% | — | -0.27% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.51% | +0.12% | +3.04% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 3.28% | — | +2.44% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.83% | — | — | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.67% | — | +4.27% | |
| 10 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 2.59% | — | +9.35% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.45% | — | -0.47% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.98% | — | -1.48% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.98% | +0.18% | +1.40% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.70% | — | +10.55% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.67% | -0.01% | +5.54% | |
| 16 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.64% | — | -9.19% | |
| 17 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.45% | — | -10.26% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.44% | -0.07% | +348.90% | |
| 19 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.43% | — | +2.86% | |
| 20 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.14% | — | +0.33% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.07% | +0.06% | -6.88% | |
| 22 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 1.04% | — | +112.53% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.04% | -0.10% | +0.27% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.97% | — | -0.01% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.94% | — | -13.05% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.90% | — | +18.45% | |
| 27 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.86% | — | +7.94% | |
| 28 | PGX | Invesco Preferred ETF | ETF-その他 | 0.82% | — | +2.10% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.75% | — | -0.07% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.69% | +0.28% | +0.03% | |
| 31 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.68% | — | +16.66% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.27% | +24.40% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -0.04% | -6.20% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.62% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | +4.49% | |
| 36 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.60% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.60% | +0.08% | — | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | -14.51% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | -1.78% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | -0.07% | -11.72% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.54% | -0.10% | -5.63% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | +0.03% | -0.92% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.51% | — | -3.98% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | -24.34% | |
| 45 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.47% | — | +230.77% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.46% | — | +0.98% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.46% | — | +0.25% | |
| 48 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.45% | — | -8.04% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.43% | — | -10.11% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.43% | — | — |