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 | 9.95% | — | -9.04% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.31% | — | +5.48% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.88% | — | -1.28% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.86% | — | -6.72% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.64% | — | -1.41% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.46% | — | +76.24% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.36% | — | — | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.19% | — | +0.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.12% | — | +28.06% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.03% | — | — | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.60% | — | -12.47% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.58% | — | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.52% | — | +104.98% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.51% | — | +51.25% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.46% | — | +0.51% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.45% | — | — | |
| 17 | INTC | Intel CORP | 株式-IT | 1.45% | — | +0.32% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.20% | — | +22.17% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.17% | — | — | |
| 20 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.13% | — | -2.55% | |
| 21 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.12% | — | -0.66% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.08% | — | -24.81% | |
| 23 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.01% | — | — | |
| 24 | ITW | Illinois Tool Works | 株式-資本財 | 0.95% | — | -30.32% | |
| 25 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.93% | — | -0.88% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.88% | — | +0.31% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.86% | — | -40.62% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.82% | — | +0.25% | |
| 29 | ✓ | Ishares Tr | 株式-その他 | 0.81% | — | -2.54% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.77% | — | -10.49% | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.76% | — | +188.05% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | — | +0.32% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.70% | — | +10.28% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +0.78% | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.66% | — | +0.23% | |
| 36 | PGR | Progressive CORP | 株式-金融 | 0.66% | — | +0.14% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.65% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -0.98% | |
| 39 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.63% | — | -40.59% | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.62% | — | +364.14% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.62% | — | +0.10% | |
| 42 | ✓ | Ishares Tr | 株式-その他 | 0.62% | — | +0.11% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | +482.22% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | +0.44% | |
| 45 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.61% | — | — | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.60% | — | +0.05% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.58% | — | +0.30% | |
| 48 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.58% | — | +0.39% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.57% | — | +1.97% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | +1.34% |