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 | 21.20% | — | +4.32% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 15.68% | +0.66% | +100.55% | |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 14.92% | -0.14% | +0.55% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 11.82% | -1.20% | +4.83% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.84% | -0.20% | +18.94% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.67% | — | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.48% | -0.12% | -20.38% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.38% | -0.16% | +0.23% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.22% | — | +10.28% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.14% | -0.36% | -8.95% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | +0.02% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.92% | — | -1.41% | |
| 13 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.92% | — | +2.58% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.79% | — | -2.89% | |
| 15 | UTXZ | United Tech CORP | 株式-その他 | 0.71% | — | -1.60% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 0.69% | — | +7.26% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.66% | — | +3.58% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 0.51% | — | +0.03% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.50% | -0.14% | +7.13% | |
| 20 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.50% | — | +16.83% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | -0.31% | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | +3.77% | -86.86% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.29% | +13.34% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -7.10% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.36% | — | -3.37% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.35% | — | -35.27% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.34% | -0.04% | -1.04% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | +0.02% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +4.22% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | -2.29% | |
| 31 | TFX | Teleflex INC | 株式-ヘルスケア | 0.31% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.05% | -4.87% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | -0.07% | +7.42% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.23% | — | +0.47% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | -0.46% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | — | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.18% | -0.03% | -29.00% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.18% | — | -6.34% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.18% | — | -1.67% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.18% | — | +0.08% | |
| 41 | CSX | Csx CORP | 株式-資本財 | 0.18% | — | +14.17% | |
| 42 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.17% | -0.07% | -64.66% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.16% | — | +0.13% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.16% | -0.06% | +41.69% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.15% | — | -1.36% | |
| 46 | HUBB | Hubbell INC | 株式-資本財 | 0.15% | — | +0.69% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | +2.84% | |
| 48 | APD | Air Products & Chemicals INC | 株式-素材 | 0.14% | — | -1.72% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.14% | — | +0.49% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.14% | -0.06% | +16.67% |