CIK: 0001761044
申告総資産額
$5.0億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.18% | -0.42% | -1.49% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.16% | +0.18% | -1.21% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.92% | -0.06% | -0.63% | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 5.02% | +0.03% | +1.78% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.90% | -0.07% | -0.48% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.35% | +0.16% | -2.14% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.12% | -0.06% | -0.25% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.01% | +0.10% | +6.20% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.39% | -0.12% | -0.17% | |
| 10 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 3.03% | -0.05% | +46.38% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.96% | +0.26% | -0.80% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.79% | +0.17% | -1.61% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 2.61% | +0.14% | -0.29% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -0.12% | -0.59% | |
| 15 | AKRE | Akre Focus ETF | ETF-その他 | 2.20% | -0.12% | — | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.97% | -0.09% | -2.96% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.95% | +0.07% | +0.05% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | +0.04% | -0.72% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.85% | -0.05% | +3.98% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.53% | +0.06% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.43% | +0.05% | -8.15% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | -0.07% | -0.20% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | -0.03% | +3.63% | |
| 24 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.90% | +0.01% | — | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | +0.04% | +0.45% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.84% | +0.26% | -1.47% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | -0.14% | +2.30% | |
| 28 | TMUS | T-mobile US INC | 株式-通信サービス | 0.74% | -0.18% | -0.89% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.72% | -0.17% | -7.92% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.68% | +0.05% | +0.00% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.64% | — | — | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.64% | +0.09% | +4.26% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | +0.04% | +0.59% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | +0.17% | -1.79% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | +0.01% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | +0.05% | +2.52% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | +0.03% | +8.94% | |
| 38 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.54% | +0.02% | — | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.54% | -0.08% | -3.16% | |
| 40 | MS | Morgan Stanley | 株式-金融 | 0.54% | +0.08% | -1.76% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | +0.19% | +0.00% | |
| 42 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.48% | +0.01% | — | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | -0.15% | -1.72% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.44% | — | +28.77% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.40% | — | — | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.37% | — | +3.46% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +2.57% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | -2.39% | |
| 49 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.36% | +0.02% | — | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.35% | -0.07% | -0.22% |