CIK: 0001642058
申告総資産額
$3.1億
| # | 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 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 8.88% | — | -0.79% | |
| 2 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 8.00% | — | -0.48% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 7.90% | — | -1.18% | |
| 4 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 7.15% | — | -0.78% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 6.95% | -2.33% | -0.01% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 5.14% | — | -1.15% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.60% | +2.41% | NEW | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.35% | — | +0.01% | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 4.09% | — | -1.32% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.75% | — | -0.62% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.36% | — | -0.99% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.82% | -0.36% | +0.08% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.76% | -0.16% | — | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.59% | -0.08% | +48.39% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.38% | — | +2.33% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.29% | — | -10.73% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.27% | — | +33.13% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.22% | — | +0.59% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.22% | -0.10% | -5.68% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.10% | — | +1.68% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.06% | — | -15.74% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.00% | — | +2.11% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.94% | — | -4.78% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | +0.01% | +2.28% | |
| 25 | ✓ | 株式-その他 | 0.73% | — | +30.25% | ||
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | -0.26% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.64% | — | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.64% | — | +10.50% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.04% | -0.13% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | -0.01% | +31.11% | |
| 31 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.60% | — | +55.27% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.56% | — | -0.66% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.56% | — | — | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | +0.10% | +1.54% | |
| 35 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.44% | — | +26.67% | |
| 36 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.43% | — | +46.20% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.40% | — | +49.44% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.39% | — | +1.45% | |
| 39 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.38% | — | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | +0.71% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.35% | — | — | |
| 42 | PGX | Invesco Preferred ETF | ETF-その他 | 0.34% | — | +2.17% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.34% | — | +30.43% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.33% | — | +10.52% | |
| 45 | RDOG | Alps Reit Dividend Dogs ETF | ETF-その他 | 0.33% | — | -0.81% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.31% | — | +11.16% | |
| 47 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.30% | — | -18.13% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.30% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.10% | +1.18% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.29% | — | +0.55% |