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 | 11.12% | — | +0.75% | |
| 2 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 10.66% | -0.03% | -4.18% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 10.21% | -1.07% | -0.70% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 9.68% | +0.23% | -2.52% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.40% | -0.05% | -0.92% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 8.73% | -0.41% | +0.32% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 8.70% | -0.22% | +9.71% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.21% | -0.11% | -0.95% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.41% | +0.09% | +0.88% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.32% | +0.05% | +0.38% | |
| 11 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.31% | +0.08% | -0.41% | |
| 12 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 2.26% | -0.02% | -2.17% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.23% | +0.07% | -2.52% | |
| 14 | MCI | Barings Corporate Investors | 株式-その他 | 2.17% | -0.03% | -1.12% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.78% | — | -0.88% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.79% | +0.05% | +0.27% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | — | -1.10% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.63% | +0.03% | +0.02% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.63% | -0.06% | -1.35% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.05% | +3.38% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.55% | — | +0.03% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.02% | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | -0.04% | +0.80% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.51% | -0.02% | -0.41% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.40% | — | — | |
| 26 | TFC | Truist Financial CORP | 株式-金融 | 0.39% | -0.05% | +0.57% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.34% | — | +0.99% | |
| 28 | FGENEUR | Fibrogen INC | 株式-その他 | 0.30% | — | +0.67% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.11% | +1.29% | |
| 30 | SYY | Sysco CORP | 株式-生活必需品 | 0.24% | — | +0.01% | |
| 31 | FDX | Fedex CORP | 株式-資本財 | 0.24% | +0.06% | — | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.22% | — | +0.27% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | +0.04% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.21% | — | — | |
| 35 | CSL | Carlisle Cos INC | 株式-資本財 | 0.21% | — | — | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | -0.04% | — | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.20% | -0.02% | +1.77% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.19% | — | — | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.18% | — | +0.76% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.18% | +0.07% | NEW | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.18% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.18% | — | +0.12% | |
| 43 | HN9 | Hanesbrands INC | 株式-その他 | 0.17% | — | -2.43% | |
| 44 | AFL | Aflac INC | 株式-金融 | 0.17% | — | +0.03% | |
| 45 | BAX | Baxter International INC | 株式-ヘルスケア | 0.17% | — | — | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.16% | — | +0.06% | |
| 47 | FAST | Fastenal Co | 株式-資本財 | 0.16% | — | +0.02% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | +1.41% | |
| 49 | BGH | Barings Glbl Shrt Dur Hi Yld | 株式-その他 | 0.16% | — | +0.16% | |
| 50 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.16% | — | — |