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 | 6.16% | +0.02% | +0.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.61% | -0.18% | +3.38% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.60% | -0.03% | +6.87% | |
| 4 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 3.34% | -0.31% | -9.78% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.24% | -0.18% | -1.79% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.02% | +0.27% | -18.01% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.94% | -0.20% | -5.67% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.81% | — | -17.00% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.45% | +0.36% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.89% | +0.22% | +9.33% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | +0.23% | +5.45% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.80% | — | -16.09% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.76% | — | -32.25% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.74% | -0.08% | +0.29% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.48% | — | -21.19% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.45% | — | -2.28% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.30% | +0.13% | +14.29% | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.29% | — | +0.94% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.21% | +0.12% | +2.06% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | — | +5.31% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | — | +16.84% | |
| 22 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 1.07% | — | +3.31% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.02% | -0.10% | +1904.72% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.98% | — | +3.72% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.98% | -0.16% | +0.48% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.97% | — | +4.75% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.91% | -0.21% | -15.49% | |
| 28 | DHR | Danaher CORP | 株式-ヘルスケア | 0.88% | -0.06% | -2.14% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.15% | +1979.81% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.88% | — | +9.14% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | — | +3.33% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | — | +2.88% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | -0.07% | +3.45% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.84% | — | -14.65% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.83% | -0.10% | +5.22% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | — | +5.78% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | — | +7.91% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.80% | — | +4.70% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.80% | — | +1.36% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.75% | — | +2.96% | |
| 41 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.75% | +0.11% | -11.37% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | +3.19% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.74% | -0.21% | +13.46% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | — | +7.57% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.31% | +7.99% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +1.07% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.62% | — | -20.51% | |
| 48 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.61% | — | +3.11% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | +0.08% | +4.04% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | — | -27.98% |