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 | 27.88% | — | +4.26% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 21.96% | — | +0.99% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 11.03% | — | +5.19% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.06% | -0.09% | EXIT | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.81% | +0.01% | +16.58% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.78% | — | -3.96% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.70% | — | +30.32% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.55% | +0.18% | -8.77% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.35% | -0.03% | +2.09% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.35% | — | -8.46% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.88% | +0.12% | +17.43% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.32% | +0.41% | +15.67% | |
| 13 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.02% | — | -0.32% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.89% | — | +0.50% | |
| 15 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.78% | — | -12.72% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | +9.21% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | +4.67% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | -0.40% | +0.29% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.58% | +0.03% | +18.94% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | +0.10% | +2.46% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.50% | — | +1.68% | |
| 22 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.46% | — | +12.14% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.36% | — | +47.03% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.33% | — | +16.06% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +10.98% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | — | -8.84% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | -13.06% | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.27% | — | +0.28% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.27% | — | — | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | +6.67% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | — | +7.31% | |
| 32 | 2362120D | Sinclair Broadcast Group LLC | 株式-その他 | 0.22% | — | — | |
| 33 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.22% | — | +0.79% | |
| 34 | GLW | Corning INC | 株式-IT | 0.21% | +0.16% | +0.61% | |
| 35 | FPAYQ | Flexshopper INC | 株式-その他 | 0.21% | — | — | |
| 36 | ✓ | Flexshopper INC | 株式-その他 | 0.03% | — | — |