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 | 40.37% | -1.84% | +9.92% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 10.64% | +0.03% | +8.82% | |
| 3 | USRT | Ishares Core US Reit ETF | ETF-その他 | 10.04% | — | +6.99% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.52% | +0.77% | +2.34% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.49% | -0.78% | -4.58% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.13% | -0.01% | -1.17% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | -0.09% | -2.68% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.51% | -0.18% | -1.86% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.40% | +0.27% | -3.40% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.26% | — | -5.61% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | +0.54% | +28.67% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.88% | — | +23.95% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | +0.12% | +4.73% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.19% | +0.26% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 0.73% | -0.03% | -0.29% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.73% | — | -7.91% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 0.72% | — | -0.41% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.66% | — | -3.73% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | — | -0.07% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.59% | — | -21.50% | |
| 21 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.54% | +0.02% | +5.98% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | -1.46% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.48% | — | +7.18% | |
| 24 | SYY | Sysco CORP | 株式-生活必需品 | 0.47% | — | -0.63% | |
| 25 | DFIV | Dimensional International Va | ETF-その他 | 0.40% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | -1.24% | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.39% | — | -12.10% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.04% | -7.58% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.02% | +0.70% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.03% | -4.36% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | +0.44% | |
| 32 | ROK | Rockwell Automation INC | 株式-資本財 | 0.19% | — | +0.29% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | +66.55% | |
| 34 | FIS | Fidelity National Info Serv | 株式-IT | 0.17% | — | +0.25% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.16% | +0.02% | +1.82% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | +6.02% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.16% | — | +9.58% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | +0.02% | +5.21% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.15% | — | -0.78% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | -1.59% | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.13% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.13% | — | +0.35% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | +0.05% | -7.98% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | +300.21% | |
| 45 | SYU1 | Synovus Financial CORP | 株式-その他 | 0.12% | -0.04% | EXIT | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.12% | — | -1.62% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.11% | +0.05% | -9.86% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.11% | — | -2.82% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | — | +3.85% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | -0.03% | EXIT |