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 | 7.29% | +0.02% | -2.28% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.02% | — | +0.03% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.94% | +0.27% | +20.11% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.70% | — | +5.39% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.96% | -0.03% | +5.58% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.70% | +0.22% | +7.12% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.50% | -0.20% | +1.41% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.32% | -0.18% | -6.83% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.45% | -18.65% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.58% | — | -5.44% | |
| 11 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.55% | +0.11% | -1.18% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | +0.23% | -11.74% | |
| 13 | MMM | 3m Co | 株式-資本財 | 1.51% | — | -12.56% | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.40% | — | +39.25% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.37% | — | -3.24% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.31% | — | +0.05% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.23% | — | -6.88% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.20% | — | -5.60% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.20% | +0.31% | -14.44% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.12% | -0.28% | EXIT | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | -0.07% | +3.52% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.11% | — | -16.16% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.02% | -0.10% | -8.28% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | — | -53.03% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.96% | — | +137.56% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | — | -0.06% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | -23.68% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | +0.12% | -18.65% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.87% | -0.16% | +6.78% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | +0.08% | -24.31% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | -0.18% | +56.64% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | -16.02% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | +15.27% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | -11.18% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | -0.08% | -12.27% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.77% | — | +2.37% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.72% | -0.17% | -2.26% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.72% | — | +26.66% | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.69% | — | +0.09% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.66% | — | +0.25% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.15% | +2.55% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.66% | — | -12.58% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | -10.46% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.64% | — | -22.20% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.63% | +0.13% | +60.11% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | — | -2.23% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.63% | — | +5.10% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | — | -0.65% | |
| 49 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.61% | — | -1.73% | |
| 50 | INTF | Ishares International Equity | ETF-その他 | 0.61% | — | -3.18% |