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 | 9.64% | — | -2.57% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.53% | — | +289.36% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.07% | — | +0.82% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.76% | — | +1.40% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.81% | — | +9.52% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.48% | — | +0.18% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.29% | — | -0.75% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.26% | — | +0.09% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.14% | — | +1.84% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.12% | — | +1.09% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.56% | — | +2.35% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.56% | — | +1.58% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.54% | — | — | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.52% | — | +4.95% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.40% | — | +0.48% | |
| 16 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.39% | — | — | |
| 17 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.35% | — | — | |
| 18 | INTC | Intel CORP | 株式-IT | 1.15% | — | +0.29% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.11% | — | +0.26% | |
| 20 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.06% | — | — | |
| 21 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.04% | — | +1.14% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.04% | — | +86.83% | |
| 23 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.02% | — | -0.30% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.99% | — | +0.36% | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 0.96% | — | +0.07% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.91% | — | -12.20% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | — | +0.26% | |
| 28 | DE | Deere & Co | 株式-資本財 | 0.86% | — | +0.13% | |
| 29 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.85% | — | -0.45% | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.84% | — | +42.16% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.82% | — | -3.68% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.81% | — | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | — | +0.29% | |
| 34 | ✓ | Ishares Tr | 株式-その他 | 0.75% | — | +1.63% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | +0.74% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.73% | — | +0.66% | |
| 37 | PGR | Progressive CORP | 株式-金融 | 0.72% | — | +0.12% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.71% | — | -6.97% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.71% | — | +0.18% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.71% | — | +0.53% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.69% | — | +0.34% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.64% | — | +1.60% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | +1.12% | |
| 44 | XLF | Ss Financial Select Sector | ETF-その他 | 0.61% | — | +1.85% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | +0.37% | |
| 46 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.57% | — | -6.03% | |
| 47 | ✓ | Ishares Tr | 株式-その他 | 0.57% | — | +0.10% | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.57% | — | +0.10% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.55% | — | +0.28% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | +1.23% |