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 | 41.19% | -1.84% | +0.88% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 10.93% | +0.03% | +4.94% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.30% | +0.77% | +3.59% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.36% | -0.78% | -1.16% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.27% | +0.54% | +6.81% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.16% | -0.01% | -0.09% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-その他 | 3.14% | — | -2.79% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.94% | -0.09% | +0.68% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.87% | -0.18% | +0.77% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.80% | +0.12% | +4.77% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.19% | +0.27% | +0.22% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | — | -0.99% | |
| 13 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.91% | +0.06% | +14.19% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.88% | — | +10.38% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.19% | +3.45% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.81% | +0.35% | +8.61% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | — | +6.77% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | +0.03% | -0.91% | |
| 19 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.70% | +0.24% | +39.43% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +0.15% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.63% | — | +17.57% | |
| 22 | FISV | Fiserv INC | 株式-その他 | 0.61% | -0.03% | +0.88% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.54% | — | -1.20% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.49% | — | -1.60% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.48% | — | +0.19% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | +0.32% | |
| 27 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.45% | +0.02% | -0.11% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.39% | — | -6.42% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.35% | -0.05% | +0.41% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +0.12% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.28% | — | +0.92% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.28% | — | -5.84% | |
| 33 | DFIV | Dimensional International Va | ETF-その他 | 0.27% | — | -0.50% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | -0.04% | -1.51% | |
| 35 | SYY | Sysco CORP | 株式-生活必需品 | 0.24% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.02% | +0.54% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.22% | — | +6.21% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.22% | — | -9.34% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | +0.08% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.20% | — | +3.44% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | +0.02% | +2.82% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | -0.03% | +8.82% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | +1.45% | |
| 44 | ETN | Eaton Corporation plc | 株式-資本財 | 0.19% | — | +0.16% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | — | +5.87% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | — | +0.46% | |
| 47 | ROK | Rockwell Automation INC | 株式-資本財 | 0.17% | — | +0.25% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.05% | -2.63% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.16% | — | +0.23% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.15% | — | +0.35% |