CIK: 0001717658
申告総資産額
$4.1億
| # | 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 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 23.54% | — | — | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.28% | +0.29% | — | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.76% | -0.65% | — | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.99% | — | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.81% | — | — | |
| 6 | AAPL | Apple INC | 株式-IT | 2.60% | -0.23% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.01% | — | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.95% | +0.35% | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | -0.14% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.69% | — | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.66% | — | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.66% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.62% | — | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.46% | — | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | — | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.46% | — | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | -0.09% | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.35% | -0.16% | — | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.28% | — | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.09% | — | — | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.03% | — | — | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | — | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.10% | — | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.97% | — | — | |
| 26 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.96% | — | — | |
| 27 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.93% | -0.11% | — | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | — | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | — | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | — | |
| 31 | T | At&t INC | 株式-通信サービス | 0.83% | — | — | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.82% | — | — | |
| 33 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.78% | -0.07% | — | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.08% | — | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.74% | — | — | |
| 36 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.71% | — | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | — | — | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | — | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.09% | — | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.61% | — | — | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.59% | — | — | |
| 42 | AVGO | Broadcom Inc. | 株式-IT | 0.56% | — | — | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | — | |
| 45 | ENB | Enbridge INC | 株式-エネルギー | 0.47% | — | — | |
| 46 | SRE | Sempra | 株式-公益事業 | 0.44% | — | — | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.44% | — | — | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | -0.10% | — | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | — | — | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.39% | — | — |