CIK: 0001731497
申告総資産額
$7.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 27.88% | -1.84% | +32.41% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.67% | +0.77% | +10.67% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.21% | -0.78% | -5.63% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.77% | +0.03% | +42.18% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.11% | -0.01% | +11.74% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.61% | +0.27% | +0.56% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-その他 | 4.45% | — | +46.65% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.20% | — | -22.22% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.77% | — | -27.96% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.96% | — | -25.30% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.70% | -0.18% | +310.18% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.29% | — | -10.29% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | -0.09% | +58.82% | |
| 14 | FISV | Fiserv INC | 株式-その他 | 0.97% | -0.03% | +39.22% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.92% | — | -5.12% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 0.90% | — | +0.29% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | +0.12% | +10.35% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 0.72% | — | +0.34% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.19% | -1.78% | |
| 20 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.67% | +0.02% | +11.24% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.58% | — | +28.99% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.56% | — | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | -39.74% | |
| 24 | SYY | Sysco CORP | 株式-生活必需品 | 0.50% | — | — | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.49% | — | +9.45% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | — | -4.73% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.04% | -4.59% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.31% | +0.54% | — | |
| 29 | FIS | Fidelity National Info Serv | 株式-IT | 0.28% | — | +0.38% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.02% | +0.27% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.21% | — | — | |
| 32 | IDV | Ishares International Select | ETF-その他 | 0.21% | — | +57.20% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | -12.03% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.20% | +0.02% | -10.87% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | — | +4.50% | |
| 36 | ROK | Rockwell Automation INC | 株式-資本財 | 0.19% | — | +28.39% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | — | +10.32% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.19% | — | +13.14% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | -11.44% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | -3.18% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +1.65% | |
| 42 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.16% | — | -53.53% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.13% | -0.03% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.12% | +0.05% | +0.18% | |
| 45 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.12% | — | -19.96% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.12% | — | +6.57% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | +0.02% | -0.90% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | — | — | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.11% | — | -2.94% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | -0.03% | EXIT |