CIK: 0001689829
申告総資産額
$23.9億
| # | 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 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 29.06% | — | +4.73% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 22.38% | -0.14% | -11.24% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 16.37% | -1.20% | +3.58% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.31% | -0.16% | -8.86% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.04% | -0.36% | -0.84% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.00% | +0.66% | +0.15% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.78% | — | +1.55% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.73% | -0.12% | -2.93% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.65% | — | -1.47% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 0.98% | — | — | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -6.01% | |
| 12 | UTXZ | United Tech CORP | 株式-その他 | 0.84% | — | +0.98% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 0.81% | -0.31% | +2.72% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | -0.04% | -0.21% | |
| 15 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.74% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +1.49% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.67% | — | -2.52% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.67% | — | -17.58% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.65% | — | -1.69% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | — | +3.72% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.61% | -0.14% | +3.16% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +0.10% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | +0.02% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.05% | +28.11% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.29% | -4.69% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.51% | -0.20% | -1.11% | |
| 27 | TFX | Teleflex INC | 株式-ヘルスケア | 0.47% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | -1.21% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | -11.40% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | -0.07% | -1.68% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.37% | — | -0.54% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.35% | — | +6.78% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.35% | — | -25.03% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | +4.36% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | +1.98% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.27% | — | -12.45% | |
| 37 | GD | General Dynamics CORP | 株式-資本財 | 0.26% | — | -0.58% | |
| 38 | TWXCHF | Time Warner INC | 株式-その他 | 0.25% | — | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.25% | — | +0.30% | |
| 40 | HUBB | Hubbell INC | 株式-資本財 | 0.25% | — | — | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.24% | — | +5.99% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | -2.31% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.22% | — | +0.66% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | -3.38% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.06% | +22.60% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.22% | — | — | |
| 47 | PRU | Prudential Financial INC | 株式-金融 | 0.20% | — | -1.76% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.19% | -0.38% | -1.86% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.18% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | — |