CIK: 0001766909
申告総資産額
$5.6億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 30.35% | -2.15% | +12.97% | |
| 2 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 19.54% | -0.22% | -0.30% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 16.07% | — | +4.72% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 8.89% | +0.02% | +13.66% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.23% | +0.28% | -0.25% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.01% | -0.03% | +4.14% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.76% | -0.01% | +27.72% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.65% | +0.02% | -30.37% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.37% | +0.19% | -0.87% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.18% | +0.02% | -1.99% | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.02% | — | +122.60% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.98% | -0.09% | -8.97% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | -0.08% | -0.28% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | +0.28% | +0.26% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -0.01% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.51% | — | +38.98% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.41% | +1.30% | -22.22% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | -0.77% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.39% | — | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | +0.02% | -3.56% | |
| 21 | ADI | Analog Devices INC | 株式-IT | 0.37% | — | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | +0.02% | +33.62% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | -0.04% | +0.06% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.34% | — | — | |
| 25 | T | At&t INC | 株式-通信サービス | 0.32% | — | +0.29% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.31% | — | — | |
| 27 | INTC | Intel CORP | 株式-IT | 0.31% | -0.03% | -2.11% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.31% | -0.69% | +1.14% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | +0.09% | -18.80% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | +0.14% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.28% | -0.05% | EXIT | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | — | — | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.24% | — | — | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.24% | — | +0.24% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.24% | — | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.23% | +0.62% | +0.05% | |
| 37 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.23% | — | -6.52% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.22% | — | -1.75% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.20% | — | -13.31% | |
| 40 | RTN1USD | Raytheon Company | 株式-その他 | 0.20% | — | — | |
| 41 | SYK | Stryker CORP | 株式-ヘルスケア | 0.20% | — | -6.34% | |
| 42 | TD | Toronto-dominion Bank | 株式-金融 | 0.20% | — | -31.63% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.19% | — | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | -3.26% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | +0.01% | — | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.18% | — | — | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.17% | — | — | |
| 48 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.17% | — | -30.23% | |
| 49 | FLGT | Fulgent Genetics INC | 株式-その他 | 0.17% | — | — | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | — | — |