CIK: 0001729516
申告総資産額
$2.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.69% | +0.02% | -2.71% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.09% | — | +0.09% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.78% | — | -28.27% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.46% | +0.27% | -10.26% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.61% | -0.03% | -7.34% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.56% | -0.18% | -0.78% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.39% | +0.22% | +7.79% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.11% | -0.20% | +4.16% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.07% | -0.45% | -1.52% | |
| 10 | MMM | 3m Co | 株式-資本財 | 1.80% | — | +6.06% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | +0.31% | -0.88% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.66% | +0.11% | -4.94% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | +0.23% | +0.23% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.47% | — | -10.89% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.36% | — | +0.38% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.34% | — | +2.72% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.28% | — | +0.63% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.25% | — | +6.03% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.24% | — | -0.27% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.15% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +1.20% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.12% | -0.10% | +26.46% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.07% | -0.07% | +18.38% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.01% | -0.08% | -2.03% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.99% | +0.08% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | — | -2.19% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.92% | +0.12% | -1.52% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | — | -0.46% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.91% | — | -0.24% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.88% | — | +21.87% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | -2.69% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | -0.28% | EXIT | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.81% | — | -25.89% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.77% | — | +7.04% | |
| 35 | INTF | Ishares International Equity | ETF-その他 | 0.75% | — | +9.44% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.75% | — | -1.63% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.10% | +2.45% | |
| 38 | IYF | Ishares US Financials ETF | ETF-その他 | 0.74% | — | — | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.73% | — | -3.99% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | +9.97% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.69% | — | +2.69% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.69% | -0.17% | -2.34% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | — | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +0.26% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | -0.16% | -0.35% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | +26.49% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | — | -1.92% | |
| 48 | ✓ | 株式-その他 | 0.63% | — | +5.72% | ||
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.63% | — | -6.37% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.15% | +2.72% |