CIK: 0001730456
申告総資産額
$3.7億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 15.09% | +0.22% | -1.23% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 13.58% | -0.58% | +0.09% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.33% | — | -1.91% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.86% | -0.54% | -2.62% | |
| 5 | CLNCGBP | Brightspire Capital INC | 株式-その他 | 5.50% | — | — | |
| 6 | VAW | Vanguard Materials ETF | ETF-その他 | 5.47% | — | -8.02% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 5.41% | — | -5.94% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.37% | -0.79% | -1.87% | |
| 9 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.19% | — | -5.39% | |
| 10 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.18% | — | -0.21% | |
| 11 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 3.17% | — | -6.68% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.14% | — | -1.01% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.90% | -0.04% | +47.52% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.47% | — | +21.78% | |
| 15 | GNL | Global Net Lease INC | 株式-不動産 | 2.23% | — | +29.02% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-その他 | 2.22% | — | — | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.12% | — | +2.05% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.08% | — | -9.67% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.15% | -0.14% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.56% | — | -1.03% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 0.98% | — | -9.06% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.74% | — | -4.00% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | +50.71% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.50% | -0.09% | +9.58% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.46% | -0.69% | EXIT | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.41% | -0.44% | +111.22% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | — | |
| 28 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 0.40% | — | — | |
| 29 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.36% | — | -20.58% | |
| 30 | BOX | Box INC - Class A | 株式-IT | 0.35% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | — | — | |
| 32 | STT | State Street CORP | 株式-金融 | 0.29% | — | — | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.28% | — | — | |
| 34 | AAPL | Apple INC | 株式-IT | 0.28% | — | +24.09% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.09% | EXIT | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | +4.12% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.20% | — | — | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.19% | — | — |