CIK: 0001767343
申告総資産額
$5.4億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.80% | -0.33% | +16.10% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.81% | — | +3.50% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.65% | — | +7.09% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.57% | — | +3.95% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.56% | +0.61% | +4.90% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.15% | +0.18% | -0.82% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.12% | +0.40% | +7.77% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.04% | — | +79.59% | |
| 9 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 2.86% | — | +15.06% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.84% | — | -2.32% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.76% | -0.45% | +24.81% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.67% | +0.03% | +3.33% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.49% | — | +2.74% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.36% | — | -10.84% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.29% | — | -1.89% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.25% | -0.05% | +5.46% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.97% | -0.23% | -33.13% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.78% | +0.12% | +0.11% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.01% | -0.40% | |
| 20 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.63% | — | +10.01% | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.61% | -0.04% | -2.79% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | +0.08% | +0.39% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.40% | — | -1.92% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.36% | +0.31% | +15.74% | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.35% | — | +28.41% | |
| 26 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.33% | — | -2.47% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.21% | — | +1.20% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.19% | — | +471.45% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.09% | — | — | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | — | -0.75% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | +0.03% | -0.56% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | +0.11% | +2.35% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.92% | — | +64.58% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | +0.01% | -1.31% | |
| 35 | PH | Parker Hannifin CORP | 株式-資本財 | 0.89% | -0.06% | -1.57% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | -10.10% | |
| 37 | ADI | Analog Devices INC | 株式-IT | 0.86% | +0.04% | -0.66% | |
| 38 | CSX | Csx CORP | 株式-資本財 | 0.82% | — | -3.02% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.82% | — | -0.71% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | -2.51% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.79% | — | -0.62% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.75% | — | -0.82% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | -3.68% | |
| 44 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.70% | — | -2.49% | |
| 45 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.70% | — | -2.11% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.69% | — | -0.69% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | -3.14% | |
| 48 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.66% | — | -0.62% | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.65% | +0.02% | -3.51% | |
| 50 | VFH | Vanguard Financials ETF | ETF-その他 | 0.65% | — | +3.32% |