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 | 30.55% | — | +7.41% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 22.57% | -0.14% | +1.65% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 17.16% | -1.20% | +5.73% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.11% | -0.16% | -6.59% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.99% | -0.36% | +0.00% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.88% | +0.66% | -6.70% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.67% | -0.12% | +0.33% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.62% | — | +0.44% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.30% | — | -19.30% | |
| 10 | UTXZ | United Tech CORP | 株式-その他 | 1.12% | — | +44.41% | |
| 11 | BA | Boeing Co/the | 株式-資本財 | 0.90% | — | -0.68% | |
| 12 | UNP | Union Pacific CORP | 株式-資本財 | 0.78% | — | +18.18% | |
| 13 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.75% | — | +22.34% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 0.69% | -0.31% | +0.08% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.68% | -0.14% | +7.05% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | -0.70% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | -0.04% | -12.18% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | +12.05% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.60% | — | -29.14% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.05% | +14.72% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.57% | — | -6.31% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +5.41% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | -0.20% | -0.90% | |
| 25 | TFX | Teleflex INC | 株式-ヘルスケア | 0.47% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.29% | -6.66% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +14.46% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | -0.07% | +7.42% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.38% | — | -91.07% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.33% | — | +10.25% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.33% | — | +15.02% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | +1.52% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +53.01% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.31% | — | +11.50% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.26% | — | +3.99% | |
| 36 | GD | General Dynamics CORP | 株式-資本財 | 0.26% | — | — | |
| 37 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.25% | — | +51.15% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.25% | — | +0.13% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.25% | — | +7.96% | |
| 40 | HUBB | Hubbell INC | 株式-資本財 | 0.24% | — | — | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.21% | — | +1.08% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | -0.06% | +9.12% | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 0.21% | — | +51.98% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | — | -16.51% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.20% | — | -0.90% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.19% | — | +69.19% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.18% | — | +0.19% | |
| 48 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.18% | — | — | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | -0.38% | — | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.18% | — | — |