CIK: 0001790688
申告総資産額
$3.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 10.18% | -0.62% | -1.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.01% | -0.82% | +1.86% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.82% | -0.43% | +6.14% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.21% | — | +7.18% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 5.44% | -0.07% | -1.62% | |
| 6 | PWR | Quanta Services INC | 株式-資本財 | 4.85% | +0.25% | +0.03% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.96% | — | +0.54% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.82% | -0.19% | +0.03% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.80% | +0.41% | -0.78% | |
| 10 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.59% | +0.01% | -0.95% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 3.48% | — | +144.21% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.16% | -0.42% | -9.08% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.04% | -0.13% | -1.40% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.38% | +0.46% | -26.59% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.22% | +0.19% | -3.08% | |
| 16 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.79% | -0.29% | -65.23% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.76% | +0.49% | +0.91% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.67% | +0.04% | -0.03% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.65% | — | -50.24% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.28% | +0.03% | +5.22% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.21% | +0.11% | -0.51% | |
| 22 | CCOR | Core Alternative ETF | ETF-その他 | 1.17% | — | — | |
| 23 | LBAY | Leatherback Long/short Alt Y | ETF-その他 | 0.91% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.88% | +0.21% | -73.25% | |
| 25 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.84% | — | -12.71% | |
| 26 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.84% | — | — | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | -0.19% | -6.31% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.73% | — | -28.60% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.70% | — | +15.93% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | +0.29% | -7.08% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | -0.28% | -4.35% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | — | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | +0.10% | +1.99% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.50% | — | +1.50% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.48% | — | — | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | — | |
| 37 | FCN | Fti Consulting INC | 株式-資本財 | 0.39% | — | — | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.37% | — | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.36% | +0.15% | +8.52% | |
| 40 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.31% | — | — | |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.30% | -0.31% | -89.68% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | -0.04% | -1.21% | |
| 43 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.22% | — | +0.36% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | +0.06% | -0.60% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | +1.28% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | +0.29% | -1.60% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.20% | — | — | |
| 49 | HPQ | Hp INC | 株式-IT | 0.20% | — | — | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.19% | +0.32% | +2.90% |