CIK: 0001710539
申告総資産額
$3.0億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 10.98% | — | +15.45% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 9.85% | -1.07% | +8.77% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 9.53% | -0.03% | +11.90% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.15% | -0.05% | +6.70% | |
| 5 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 9.14% | -0.22% | +3.40% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 9.06% | -0.41% | +8.26% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 8.73% | +0.23% | +10.47% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.97% | -0.11% | +4.70% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.89% | +0.09% | -5.65% | |
| 10 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.75% | +0.08% | -5.87% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.66% | +0.05% | -4.13% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.39% | +0.07% | +11.07% | |
| 13 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 2.38% | -0.02% | +0.10% | |
| 14 | MCI | Barings Corporate Investors | 株式-その他 | 2.23% | -0.03% | -6.06% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.66% | — | +15.60% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.91% | — | +1.52% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.85% | -0.06% | -4.59% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.69% | +0.05% | +26.98% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.67% | -0.02% | +87.87% | |
| 20 | FGENEUR | Fibrogen INC | 株式-その他 | 0.65% | — | +0.40% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.05% | +1.68% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | -0.04% | +5.76% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.58% | +0.03% | +13.64% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.58% | — | -0.29% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.54% | — | +3.07% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.49% | — | -3.86% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | -0.02% | +14.18% | |
| 28 | TFC | Truist Financial CORP | 株式-金融 | 0.42% | -0.05% | +0.18% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.27% | — | — | |
| 30 | SYY | Sysco CORP | 株式-生活必需品 | 0.26% | — | -13.99% | |
| 31 | FDX | Fedex CORP | 株式-資本財 | 0.24% | +0.06% | +4.84% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.23% | +0.07% | NEW | |
| 33 | HN9 | Hanesbrands INC | 株式-その他 | 0.20% | — | +18.78% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | -0.02% | — | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.20% | — | +4.16% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | -0.04% | +0.47% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.18% | — | +13.32% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.17% | -0.02% | -1.39% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.17% | — | -10.07% | |
| 40 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.17% | — | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.17% | — | +6.41% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | — | +6.86% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.17% | — | +7.75% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.11% | +27.15% | |
| 45 | BAX | Baxter International INC | 株式-ヘルスケア | 0.16% | — | +27.49% | |
| 46 | CMP | Compass Minerals Internation | 株式-その他 | 0.16% | — | -1.40% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.16% | — | +17.81% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.16% | — | +17.62% | |
| 49 | CSL | Carlisle Cos INC | 株式-資本財 | 0.16% | — | — | |
| 50 | TROW | T Rowe Price Group INC | 株式-金融 | 0.15% | — | +28.02% |