CIK: 0001634553
申告総資産額
$4.3億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 23.09% | — | +1.99% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.18% | — | +5.93% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.50% | — | +5.38% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.06% | — | +0.19% | |
| 5 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 4.42% | — | -1.48% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.09% | — | -1.72% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.50% | — | -0.01% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.23% | — | +8.84% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.51% | — | -0.52% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.31% | — | +5.94% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.19% | — | +0.01% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.14% | — | -0.42% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.70% | — | -0.51% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.38% | — | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.37% | — | +21.39% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.26% | — | +0.04% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | -0.31% | |
| 18 | ARCC | Ares Capital CORP | 株式-金融 | 1.20% | — | -2.73% | |
| 19 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.99% | — | — | |
| 20 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.97% | — | +0.64% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.95% | — | +5.16% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | — | -0.82% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | — | +3.36% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.85% | — | +0.02% | |
| 25 | CSQ | Calamos Strat Ttl Rtrn Fnd | 株式-その他 | 0.81% | — | — | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.71% | — | +5.26% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.68% | — | — | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.65% | — | -0.09% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.59% | — | -3.02% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.59% | — | -7.99% | |
| 31 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.56% | — | — | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.40% | — | +2.19% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | — | -0.76% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | +0.08% | |
| 35 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 0.37% | — | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | — | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.35% | — | — | |
| 38 | FTV | Fortive CORP | 株式-IT | 0.33% | — | -0.70% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.30% | — | — | |
| 40 | WTPI | Wisdomtree Equity Premium In | ETF-その他 | 0.29% | — | — | |
| 41 | HSY | Hershey Co/the | 株式-生活必需品 | 0.27% | — | +0.05% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.27% | — | — | |
| 43 | AEP | American Electric Power | 株式-公益事業 | 0.27% | — | — | |
| 44 | UTXZ | United Tech CORP | 株式-その他 | 0.26% | — | +2.62% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.25% | — | +15.96% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | — | |
| 47 | DCPUSD | Dcp Midstream LP | 株式-その他 | 0.25% | — | — | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.24% | — | — | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.24% | — | +0.71% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.24% | — | -9.90% |