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 | 6.65% | -0.18% | +2.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.32% | +0.02% | -8.24% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.61% | -0.03% | -0.15% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.69% | — | +0.70% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.76% | — | +5.86% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.75% | +0.22% | -1.28% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.55% | -0.18% | +10.81% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.44% | -0.45% | -2.04% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.32% | -0.20% | -0.57% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.00% | -0.21% | +0.33% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.95% | — | +45.04% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.66% | -0.06% | +0.81% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.38% | +0.27% | +6.88% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.38% | +0.49% | +21.25% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | -0.10% | -0.08% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.36% | +0.13% | +0.46% | |
| 17 | AXP | American Express Co | 株式-金融 | 1.26% | -0.21% | -0.27% | |
| 18 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.23% | -0.31% | -11.32% | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 1.21% | +0.22% | +40.97% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.18% | — | -0.73% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | +0.23% | -1.29% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | — | +1.43% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.15% | -7.50% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.07% | — | -0.68% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.05% | -0.05% | +6.59% | |
| 26 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.99% | — | +20.52% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.93% | +0.22% | +24.42% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | -0.16% | -1.24% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | -0.10% | -1.03% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.90% | — | -2.49% | |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.89% | +0.27% | +16.31% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.87% | — | -6.17% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | -0.07% | +0.26% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -0.33% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.82% | — | -3.54% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | +0.71% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.74% | -0.17% | -1.60% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.71% | — | +2.99% | |
| 39 | VFH | Vanguard Financials ETF | ETF-その他 | 0.70% | -0.15% | +5.76% | |
| 40 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.70% | -0.10% | -0.31% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.68% | — | +8.66% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | -5.28% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | +0.31% | -0.24% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | +0.12% | -0.52% | |
| 45 | ROL | Rollins INC | 株式-一般消費財 | 0.64% | -0.60% | EXIT | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.64% | — | +4.44% | |
| 47 | VOX | Vanguard Communication Servi | ETF-その他 | 0.64% | -0.14% | +11.01% | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.63% | — | -0.06% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.60% | — | +1.91% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -0.03% |