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 | 35.62% | -1.84% | +11.19% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 10.21% | +0.03% | +5.38% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.06% | +0.77% | -5.56% | |
| 4 | USRT | Ishares Core US Reit ETF | ETF-その他 | 8.00% | — | +27.55% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.59% | -0.78% | -17.20% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.10% | -0.01% | -13.54% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.37% | — | -26.61% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.21% | +0.27% | -43.48% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.47% | -0.18% | +3.28% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | -0.09% | +22.15% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.11% | — | -13.43% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.09% | — | -17.78% | |
| 13 | FISV | Fiserv INC | 株式-その他 | 0.92% | -0.03% | -0.81% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | +0.12% | +0.07% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 0.88% | — | +0.56% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.81% | — | +35.84% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.80% | — | -11.60% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.79% | +0.54% | +56.63% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.79% | — | -62.14% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 0.78% | — | -0.12% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.19% | +4.37% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | +19.54% | |
| 23 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.59% | +0.02% | +5.38% | |
| 24 | SYY | Sysco CORP | 株式-生活必需品 | 0.53% | — | +1.60% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | -4.98% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.49% | — | +4.17% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | -0.04% | +8.46% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.02% | +3.68% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | +2.56% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.22% | — | -20.24% | |
| 31 | FIS | Fidelity National Info Serv | 株式-IT | 0.22% | — | +0.18% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | -0.03% | +17.79% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.20% | +0.02% | -10.50% | |
| 34 | ROK | Rockwell Automation INC | 株式-資本財 | 0.19% | — | +0.40% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.17% | — | -30.52% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | — | +10.09% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.17% | -0.03% | EXIT | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +2.10% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.16% | — | -15.82% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.15% | — | +4.47% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | — | +5.42% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.15% | — | +7.86% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.14% | +0.02% | -1.40% | |
| 44 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.14% | -0.04% | EXIT | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.13% | — | -1.99% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.13% | +0.05% | -4.55% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | +0.05% | +0.27% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.11% | — | -5.27% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | — | +15.39% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.10% | — | +0.38% |