CIK: 0001736648
申告総資産額
$11.1億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 26.72% | — | +0.59% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.94% | — | — | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.37% | — | — | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-その他 | 7.02% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.47% | — | +7.23% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 6.12% | — | +5.96% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-その他 | 4.03% | — | +3.07% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.28% | — | +1.44% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.97% | — | -35.57% | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 2.80% | — | +2.01% | |
| 11 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.72% | — | — | |
| 12 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.71% | — | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | — | -1.36% | |
| 14 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.53% | — | — | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.24% | — | -1.71% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.13% | — | +6.48% | |
| 17 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 2.05% | — | — | |
| 18 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 1.68% | — | — | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.52% | — | -94.48% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.41% | — | +42.64% | |
| 21 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.28% | — | -98.18% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.26% | — | +27.61% | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.22% | — | +168.99% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | +4.60% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.16% | — | +71.43% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | — | +0.47% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.12% | — | -98.27% | |
| 28 | D | Dominion Energy INC | 株式-公益事業 | 0.12% | — | -8.71% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.10% | — | +13.30% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.10% | — | +24.78% | |
| 31 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.09% | — | — | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.08% | — | +26.77% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.08% | — | +42.74% | |
| 34 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.07% | — | — | |
| 35 | WPC | Wp Carey INC | 株式-不動産 | 0.07% | — | +102.16% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.07% | — | +154.79% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.07% | — | -6.57% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.06% | — | -1.17% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.06% | — | — | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.06% | — | +3.71% | |
| 41 | TLS | Telos Corporation | 株式-その他 | 0.06% | — | — | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.05% | — | +1.78% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.05% | — | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.05% | — | -98.24% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.05% | — | -17.16% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.04% | — | +0.70% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.04% | — | — | |
| 48 | ED | Consolidated Edison INC | 株式-公益事業 | 0.04% | — | +7.44% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.04% | — | +24.35% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.04% | — | +19.06% |