CIK: 0001633695
申告総資産額
$5.8億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 16.17% | +1.11% | -1.54% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.56% | -0.27% | +0.21% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.00% | +0.30% | -1.57% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.72% | +0.16% | -2.33% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.20% | -0.07% | -0.21% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.03% | +0.02% | +0.07% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.71% | +0.09% | +0.02% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.06% | -0.36% | -4.69% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.87% | +0.04% | +0.88% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.81% | -0.03% | -1.35% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.78% | -0.14% | +0.22% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.63% | — | -0.64% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.53% | -0.05% | -0.93% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.53% | +0.03% | +0.48% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.45% | +0.04% | — | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.27% | — | +5.03% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.14% | — | +2.41% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 0.96% | -0.02% | -2.40% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.88% | -0.01% | -2.69% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 0.88% | — | -0.75% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.83% | -0.09% | -0.69% | |
| 22 | ACN | Accenture plc | 株式-IT | 0.81% | -0.14% | -2.45% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.77% | +0.26% | -2.80% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | +0.47% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.72% | +0.06% | +4.04% | |
| 26 | FTCS | First Trust Capital Strength | ETF-その他 | 0.70% | — | -0.42% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.59% | +0.01% | -1.21% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.58% | -0.03% | +2.45% | |
| 29 | BSTP | Innovator Buff Su Strat ETF | ETF-その他 | 0.50% | — | -0.65% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.50% | — | — | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | +0.01% | -3.05% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.46% | — | -0.21% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | — | -0.28% | |
| 34 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 0.46% | — | -9.18% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +0.22% | |
| 36 | FTRI | First Trust Indxx Global Nat | ETF-その他 | 0.42% | — | -2.60% | |
| 37 | GLW | Corning INC | 株式-IT | 0.41% | +0.60% | +0.04% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | -0.04% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.40% | — | -15.90% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.39% | — | — | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.39% | — | -0.65% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.38% | — | -0.46% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | +0.08% | -9.10% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | +0.02% | — | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | -4.97% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.34% | — | -10.25% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.34% | — | -0.26% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | +1.41% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | — | -6.46% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.33% | +0.02% | +7.53% |