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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.16% | -0.23% | -3.72% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.95% | — | +21.72% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.48% | -0.33% | +31.30% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.37% | +0.61% | +11.47% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.31% | — | +19.43% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.30% | — | +16.95% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.26% | — | +21.54% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.21% | +0.18% | -4.02% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.08% | — | -2.28% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.84% | +0.03% | +0.84% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.70% | — | +22.24% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.55% | — | +0.94% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.55% | +0.40% | +17.31% | |
| 14 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 2.30% | — | +68.40% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.09% | -0.45% | +42.55% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.07% | -0.05% | +7.81% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.91% | +0.12% | +0.80% | |
| 18 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.63% | — | +4.53% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.01% | +0.79% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.61% | — | -3.75% | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 1.58% | -0.04% | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.51% | — | +1.93% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | +0.08% | +1.03% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.27% | — | -6.87% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | +0.03% | +3.21% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | +3.77% | |
| 27 | PH | Parker Hannifin CORP | 株式-資本財 | 1.19% | -0.06% | -3.22% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.11% | +0.31% | +8.88% | |
| 29 | CSX | Csx CORP | 株式-資本財 | 1.10% | — | +5.48% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.08% | — | +499.65% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.04% | — | +2.05% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | +0.11% | +5.66% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.97% | +0.01% | +2.65% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 0.95% | +0.04% | -1.22% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.87% | — | -15.74% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | — | +5.00% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.85% | — | -4.39% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | — | -0.24% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +7.59% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.81% | — | — | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.79% | — | -5.31% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.77% | — | +11.31% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.75% | +0.02% | -5.20% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | +1.02% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.72% | — | +7.76% | |
| 46 | DG | Dollar General CORP | 株式-生活必需品 | 0.72% | — | +9.27% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.70% | — | +3.53% | |
| 48 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.69% | — | -0.83% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.69% | — | +8.18% | |
| 50 | VFH | Vanguard Financials ETF | ETF-その他 | 0.66% | — | +14.93% |