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 | 16.00% | +0.22% | -3.20% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 15.68% | -0.58% | -0.97% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.48% | — | -1.55% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.05% | -0.54% | -2.72% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-その他 | 6.07% | — | +5.65% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.64% | -0.04% | +2.56% | |
| 7 | VAW | Vanguard Materials ETF | ETF-その他 | 5.21% | — | +3.37% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 4.70% | — | -3.10% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 4.27% | -0.79% | -1.32% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.55% | — | +1.80% | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.45% | — | -2.06% | |
| 12 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.06% | — | -1.69% | |
| 13 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 2.89% | — | -4.87% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.31% | — | -0.56% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.13% | -0.15% | -3.28% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.94% | — | -2.31% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.13% | -0.44% | +8.64% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.04% | — | +1.79% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.86% | — | -0.55% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.78% | -0.09% | +11.11% | |
| 21 | XLB | Ss Materials Select Sector | ETF-その他 | 0.66% | — | -5.21% | |
| 22 | INDB | Independent Bank Corp/ma | 株式-その他 | 0.43% | — | — | |
| 23 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.41% | — | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.37% | — | — | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.35% | -0.69% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | — | +1.96% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.29% | — | -6.95% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.28% | -0.07% | +2.57% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | — | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.26% | — | — | |
| 31 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.24% | — | — | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.22% | — | -6.71% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.21% | — | +2.27% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.21% | — | — | |
| 35 | AUR | Aurora Innovation, Inc. | 株式-一般消費財 | 0.10% | — | — | |
| 36 | MAXRUSD | Maxar Technologies INC | 株式-その他 | 0.09% | — | — |