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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.61% | -0.18% | +2.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.08% | +0.02% | -7.80% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.80% | -0.03% | +1.14% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.33% | -0.18% | +0.54% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.92% | +0.22% | -2.76% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.83% | — | +14.45% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | — | +1.54% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.46% | -0.20% | +164.67% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.45% | -0.73% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.08% | -0.21% | +291.83% | |
| 11 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.73% | -0.31% | +7.16% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.48% | -0.06% | -12.32% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.29% | -0.15% | -6.57% | |
| 14 | AXP | American Express Co | 株式-金融 | 1.29% | -0.21% | -6.39% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | +0.23% | -1.71% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.23% | +0.13% | -11.30% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.10% | -5.23% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.15% | +0.27% | +0.02% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | — | -5.89% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.11% | +0.49% | +22.89% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.09% | — | -1.08% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.06% | -0.10% | -7.26% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.01% | -0.08% | -11.94% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.01% | — | -5.96% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.98% | -0.16% | +174.78% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.97% | — | +126.95% | |
| 27 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.94% | -0.05% | +11.13% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.92% | — | -9.77% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -6.07% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.83% | — | -5.70% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.82% | — | +10.32% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.79% | +0.27% | +48.01% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | -6.39% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | -0.07% | -2.76% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.75% | -0.10% | -9.46% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | +4.14% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | -5.51% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | +0.22% | +13.51% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.71% | — | +4.36% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.71% | +0.12% | -7.46% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.31% | +0.96% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.69% | — | +223.79% | |
| 43 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.69% | — | +5.58% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.68% | — | -2.46% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.63% | -0.17% | -3.80% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | -0.06% | -1.15% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | -7.91% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -7.73% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | -3.93% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.57% | — | -7.32% |