CIK: 0001714346
申告総資産額
$4.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.06% | — | -2.82% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.55% | — | +15.74% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.39% | — | -1.63% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.18% | — | +0.24% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.92% | — | +2.54% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.44% | — | — | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.24% | — | — | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.19% | — | +19.97% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.14% | — | +3.97% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.12% | — | +12.44% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.90% | — | +22.04% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.81% | — | +34.06% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.78% | — | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.72% | — | -0.11% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.68% | — | — | |
| 16 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.64% | — | — | |
| 17 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.36% | — | +0.88% | |
| 18 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.34% | — | +2.65% | |
| 19 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.32% | — | +0.99% | |
| 20 | PYPL | Paypal Holdings INC | 株式-金融 | 1.32% | — | — | |
| 21 | ITW | Illinois Tool Works | 株式-資本財 | 1.24% | — | — | |
| 22 | INTC | Intel CORP | 株式-IT | 1.21% | — | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | -1.02% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | — | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | — | +3.28% | |
| 26 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.00% | — | — | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.99% | — | +31.13% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.92% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | — | +22.75% | |
| 30 | WEP | Magellan Midstream Partners | 株式-その他 | 0.87% | — | — | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.87% | — | — | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.87% | — | +39.94% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.81% | — | — | |
| 34 | ✓ | Ishares Tr | 株式-その他 | 0.79% | — | +5.62% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.78% | — | +10.75% | |
| 36 | ✓ | Ishares Tr | 株式-その他 | 0.77% | — | +10.56% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +0.04% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.73% | — | — | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | — | — | |
| 40 | PGR | Progressive CORP | 株式-金融 | 0.65% | — | — | |
| 41 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.63% | — | +10.15% | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.63% | — | +41.46% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | — | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.58% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | — | — | |
| 46 | ET | Energy Transfer LP | 株式-エネルギー | 0.53% | — | — | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | -7.53% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | +2.30% | |
| 49 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.51% | — | — | |
| 50 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.49% | — | — |