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 | 7.08% | +0.02% | -3.20% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.99% | — | -0.69% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.92% | +0.27% | +1.86% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.75% | — | +2.76% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.14% | -0.03% | +4.52% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.85% | +0.22% | +6.77% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.41% | -0.20% | -4.10% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.29% | -0.18% | -2.35% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.18% | +143.09% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.75% | -0.45% | -7.41% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.54% | — | -0.21% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.49% | +0.11% | -1.88% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +0.23% | -5.02% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.40% | — | +4.15% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.39% | — | -0.27% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.37% | -0.07% | +1.81% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.33% | — | -0.11% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.17% | — | — | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.15% | — | -5.57% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.10% | — | -10.34% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.31% | -1.14% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.02% | — | +7.18% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | +18.24% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | — | +4.91% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.93% | — | -0.78% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | — | -4.15% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | -0.10% | +1.36% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.90% | -0.28% | EXIT | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.90% | +0.13% | +45.26% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.89% | +0.12% | -1.32% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.88% | -0.16% | +0.70% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | -3.55% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | +0.16% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -5.66% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | +0.29% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | +0.08% | -4.76% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.72% | -0.08% | -2.11% | |
| 38 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.72% | — | +1.03% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.69% | -0.17% | -6.07% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | -2.59% | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 0.64% | — | +9.70% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | — | +3.38% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.63% | — | +2.56% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | -0.06% | +0.99% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.62% | — | — | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.62% | — | -3.98% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.62% | — | +2.43% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.15% | +5.35% | |
| 49 | INTF | Ishares International Equity | ETF-その他 | 0.59% | — | +0.05% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.58% | — | -10.72% |