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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 11.02% | -1.07% | +25.14% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 10.99% | — | +17.99% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 10.27% | -0.03% | +25.13% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 9.35% | -0.05% | +29.14% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 9.23% | -0.41% | +29.03% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 9.21% | +0.23% | +29.66% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 8.93% | -0.22% | +30.61% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.49% | -0.11% | +2.74% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.23% | +0.07% | +5.33% | |
| 10 | MCI | Barings Corporate Investors | 株式-その他 | 2.14% | -0.03% | +6.22% | |
| 11 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.94% | -0.02% | -1.42% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.87% | +0.05% | +9.31% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.82% | +0.09% | +13.73% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.77% | +0.08% | +11.51% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.77% | — | +16.53% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | -0.05% | — | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.81% | +0.05% | +21.25% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.71% | — | +17.55% | |
| 19 | FGENEUR | Fibrogen INC | 株式-その他 | 0.70% | — | -2.57% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.05% | +7.66% | |
| 21 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.65% | +0.03% | +17.83% | |
| 22 | TFC | Truist Financial CORP | 株式-金融 | 0.57% | -0.05% | +87.60% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | -0.06% | +32.42% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.50% | — | +30.25% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.02% | — | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.43% | -0.02% | +17.22% | |
| 27 | FDX | Fedex CORP | 株式-資本財 | 0.42% | +0.06% | +8.90% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.04% | -7.58% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.11% | +52.07% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.28% | — | +24.68% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.28% | — | +23.81% | |
| 32 | FELE | Franklin Electric Co INC | 株式-資本財 | 0.26% | — | +29.44% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | — | +36.99% | |
| 34 | TROW | T Rowe Price Group INC | 株式-金融 | 0.26% | — | +43.93% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.24% | — | +24.98% | |
| 36 | EOG | Eog Resources INC | 株式-エネルギー | 0.23% | -0.06% | +62.39% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.22% | — | +14.53% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.22% | -0.02% | +36.85% | |
| 39 | CSL | Carlisle Cos INC | 株式-資本財 | 0.22% | — | +18.66% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.21% | — | +20.81% | |
| 41 | SYY | Sysco CORP | 株式-生活必需品 | 0.21% | — | +4.83% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +5.54% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.20% | — | +27.34% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.20% | — | +12.93% | |
| 45 | GGG | Graco INC | 株式-資本財 | 0.19% | — | — | |
| 46 | CE | Celanese CORP | 株式-素材 | 0.18% | — | — | |
| 47 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.17% | — | — | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | -0.04% | +28.08% | |
| 49 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.16% | — | — | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.16% | — | — |