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 | MSFT | Microsoft CORP | 株式-IT | 9.23% | -2.33% | -97.80% | |
| 2 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 8.55% | — | -63.89% | |
| 3 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 8.06% | — | -72.24% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 7.95% | — | -93.45% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 7.62% | — | -74.50% | |
| 6 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 6.59% | — | +41.75% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.01% | +2.41% | NEW | |
| 8 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.90% | — | -29.45% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.64% | -0.36% | +1533.61% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.33% | — | +519.07% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.00% | — | +64.76% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.85% | — | +134.48% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.00% | -0.16% | +110.87% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.71% | -0.08% | -84.44% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.27% | — | -80.21% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | +0.01% | -68.07% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.22% | — | -27.65% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.21% | — | -37.54% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.03% | — | +175.69% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | -0.01% | +375.67% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.94% | — | -49.15% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.92% | — | +5.20% | |
| 23 | ✓ | 株式-その他 | 0.80% | — | -84.04% | ||
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.79% | -0.10% | -9.29% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.74% | — | +27.23% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.74% | — | -95.61% | |
| 27 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.61% | — | -76.89% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.58% | — | +7.49% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.56% | — | +70.03% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.55% | — | -80.74% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.04% | -86.09% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | +0.10% | +1025.43% | |
| 33 | SBAC | Sba Communications CORP | 株式-不動産 | 0.47% | — | — | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.47% | — | -99.80% | |
| 35 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.43% | — | -99.55% | |
| 36 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.42% | — | -82.64% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.42% | — | -88.17% | |
| 38 | PGX | Invesco Preferred ETF | ETF-その他 | 0.38% | — | -97.72% | |
| 39 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.38% | — | -7.63% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.37% | — | +191.85% | |
| 41 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 0.37% | — | -54.78% | |
| 42 | REZ | Ishars Res And Multi Reales | ETF-その他 | 0.34% | — | +51.00% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | +486.14% | |
| 44 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.32% | — | -85.09% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | +154.29% | |
| 46 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.30% | — | -99.56% | |
| 47 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.30% | — | +123.20% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | — | -75.32% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +18.41% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.27% | — | +0.44% |