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 | 17.09% | +1.11% | -4.73% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 11.74% | -0.27% | -0.53% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.67% | +0.30% | +0.65% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.84% | +0.16% | -1.29% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 3.17% | -0.07% | -6.19% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.62% | +0.02% | -23.96% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.58% | -0.36% | -0.68% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.46% | +0.09% | -7.18% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.95% | +0.04% | +3.47% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 1.83% | -0.14% | +0.12% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.80% | -0.03% | -1.98% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.73% | — | -2.29% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.56% | -0.05% | +2.00% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.52% | +0.04% | -1.64% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.50% | +0.03% | -1.41% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.37% | — | +2.83% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.23% | -0.01% | +3.24% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.14% | — | -4.19% | |
| 19 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.97% | -0.06% | +72.50% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 0.81% | -0.02% | -5.84% | |
| 21 | ACN | Accenture plc | 株式-IT | 0.81% | -0.14% | -4.35% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 0.78% | — | — | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | +0.26% | -5.91% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.09% | -6.24% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.66% | — | +66.69% | |
| 26 | FTCS | First Trust Capital Strength | ETF-その他 | 0.66% | — | -3.82% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.63% | +0.01% | -1.81% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.62% | -0.03% | +1.44% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.62% | +0.06% | -5.95% | |
| 30 | BSTP | Innovator Buff Su Strat ETF | ETF-その他 | 0.61% | — | +8.53% | |
| 31 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.60% | -0.03% | +85.22% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -2.43% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.50% | — | — | |
| 34 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 0.50% | — | +1.71% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | +0.02% | -0.89% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | — | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | -0.82% | |
| 38 | NAPR | Innovator Growth 100 Power B | ETF-その他 | 0.40% | — | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.40% | — | -5.07% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | +0.08% | +0.02% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -1.23% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | +0.01% | -5.01% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.38% | — | -2.68% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.37% | — | +3.26% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | +0.01% | +0.78% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | +0.47% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.33% | — | -9.41% | |
| 48 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.32% | — | +7.90% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | +0.02% | -6.54% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | +0.02% |