CIK: 0001910984
申告総資産額
$1.6億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 9.55% | -0.97% | -4.52% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.68% | -0.24% | -6.00% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.55% | +0.01% | -7.43% | |
| 4 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 7.81% | +0.61% | -8.55% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.59% | -0.17% | -3.80% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.33% | -0.21% | -6.85% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-その他 | 6.99% | -0.10% | -6.52% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.19% | — | -8.78% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.65% | — | -6.07% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.63% | +0.17% | +9.48% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.49% | -0.06% | -3.41% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.45% | -0.04% | -2.39% | |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.42% | -0.10% | -4.35% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.56% | +6.37% | |
| 15 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.21% | -0.13% | -3.01% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.19% | — | +204.71% | |
| 17 | VOX | Vanguard Communication Servi | ETF-その他 | 0.81% | — | -3.73% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | — | -2.93% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | -0.10% | -2.57% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.65% | — | -4.98% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.64% | — | -0.57% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | — | +33.65% | |
| 23 | USB | US Bancorp | 株式-金融 | 0.63% | — | -5.97% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | +0.12% | -0.53% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | — | -4.01% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.60% | — | -3.97% | |
| 27 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.59% | — | -7.60% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.57% | — | -9.56% | |
| 29 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.53% | — | -12.82% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.52% | — | +39.69% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.51% | -0.12% | EXIT | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.44% | — | +84.58% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | +0.13% | NEW | |
| 34 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.43% | — | +4.06% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | -1.79% | |
| 36 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.41% | — | -3.69% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.41% | — | -3.22% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | +5.02% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.40% | — | +46.80% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.40% | — | +28.98% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.39% | — | — | |
| 42 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-その他 | 0.39% | — | -12.79% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +8.17% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +11.14% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | -0.07% | +30.68% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | -0.12% | EXIT | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.33% | — | +26.59% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | -0.05% | +2.02% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | — | — | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.31% | — | +7.74% |