CIK: 0001767056
申告総資産額
$3.2億
| # | 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 | 17.81% | — | +6.35% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.69% | — | +7.26% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.94% | — | +383.09% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.98% | — | -11.75% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.68% | — | +17.95% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.83% | — | +6.14% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.83% | — | +3.84% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.66% | — | -6.65% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.19% | — | -7.44% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | — | -2.15% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.95% | — | +12.95% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.92% | — | -3.29% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | -2.48% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.71% | — | -2.31% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.69% | — | -1.99% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.58% | — | -3.12% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.52% | — | -2.60% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | — | -2.26% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.28% | — | -2.27% | |
| 20 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.23% | — | -2.57% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | — | +9.46% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.03% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | +31.38% | |
| 24 | DUK | Duke Energy CORP | 株式-公益事業 | 0.94% | — | -0.33% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.91% | — | -0.12% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | — | +2.32% | |
| 27 | PSA | Public Storage | 株式-不動産 | 0.89% | — | -0.16% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.86% | — | -0.99% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.80% | — | -21.65% | |
| 30 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.74% | — | — | |
| 31 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.72% | — | +1.43% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | -57.84% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | -4.38% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.51% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.50% | — | +0.12% | |
| 36 | OSBC | Old Second Bancorp INC | 株式-その他 | 0.45% | — | — | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | +71.92% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | +0.09% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | +68.23% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | -8.69% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.39% | — | -3.11% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | -0.53% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | — | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.37% | — | +2.53% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.30% | — | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.28% | — | -82.14% | |
| 47 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.27% | — | -9.96% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | — | +4.27% | |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.25% | — | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.24% | — | +5.11% |