CIK: 0001757706
申告総資産額
$4.1億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 27.25% | — | +2.95% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 23.96% | — | -1.40% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 10.77% | — | +2.25% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.96% | -0.09% | EXIT | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.14% | — | -14.25% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.58% | +0.01% | +14.84% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.15% | +0.18% | +1.30% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.92% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | -0.03% | — | |
| 10 | AAPL | Apple INC | 株式-IT | 1.73% | +0.12% | — | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.34% | — | +26.72% | |
| 12 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.07% | — | +48.57% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | +0.41% | — | |
| 14 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.88% | — | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.78% | — | — | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.73% | +0.03% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | -0.40% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | +0.10% | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | — | |
| 20 | T | At&t INC | 株式-通信サービス | 0.54% | — | -0.38% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | — | — | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.45% | — | +1.55% | |
| 23 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.40% | — | — | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 0.35% | — | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | — | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.31% | — | — | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | — | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.27% | — | — | |
| 29 | FPAYQ | Flexshopper INC | 株式-その他 | 0.19% | — | +930.00% | |
| 30 | ✓ | Flexshopper INC | 株式-その他 | 0.03% | — | — |