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 | 41.00% | -1.84% | +2.96% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 10.56% | +0.03% | +2.43% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.18% | +0.77% | -7.54% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.15% | -0.78% | -0.40% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-その他 | 3.98% | — | -31.30% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.53% | -0.01% | -1.43% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.17% | +0.54% | +3.21% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | -0.09% | +14.93% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.84% | +0.12% | +15.74% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.46% | -0.18% | +3.19% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.34% | +0.27% | -3.67% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.02% | — | -0.60% | |
| 13 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.91% | — | +5.20% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 0.81% | — | +0.38% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.68% | -0.19% | +0.17% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.67% | — | +0.34% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 0.67% | — | -14.39% | |
| 18 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.66% | +0.24% | +4.71% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 0.58% | — | +0.44% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 0.57% | -0.03% | — | |
| 21 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.56% | +0.02% | +2.23% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.56% | +0.03% | — | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.55% | — | -29.85% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.54% | — | +0.28% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.54% | — | +0.77% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.54% | +0.35% | +38.12% | |
| 27 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.53% | +0.06% | +396.44% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | +0.71% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.32% | — | -17.24% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | +0.57% | |
| 31 | DFIV | Dimensional International Va | ETF-その他 | 0.30% | — | -3.55% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.02% | +2.78% | |
| 33 | SYY | Sysco CORP | 株式-生活必需品 | 0.29% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | +14.48% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | +0.02% | +2.51% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +8.08% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | -2.47% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | -0.04% | +3.52% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.21% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.05% | +1.94% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | +3.69% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | — | +2.17% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.18% | — | +12.02% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.17% | +0.02% | +8.00% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.17% | — | -4.25% | |
| 46 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.17% | — | -6.17% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | +2.43% | |
| 48 | ROK | Rockwell Automation INC | 株式-資本財 | 0.15% | — | -0.15% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.15% | — | +9.81% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.14% | — | +24.95% |