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 | 8.67% | -2.33% | -0.97% | |
| 2 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 8.11% | — | -1.83% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 7.67% | — | -1.69% | |
| 4 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 6.80% | — | +0.05% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 5.67% | — | -1.68% | |
| 6 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.63% | — | -5.44% | |
| 7 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 4.44% | — | +0.22% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.41% | +2.41% | NEW | |
| 9 | AAPL | Apple INC | 株式-IT | 3.85% | -0.36% | +0.27% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.86% | — | +3.24% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.83% | — | -1.81% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.68% | — | -1.04% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.06% | -0.16% | -0.05% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.00% | -0.08% | +1.40% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.55% | — | +14.27% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.54% | — | +0.04% | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.47% | — | +6.64% | |
| 18 | ✓ | 株式-その他 | 1.28% | — | +13.13% | ||
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | — | +0.51% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | +0.01% | — | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.05% | — | +65.00% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.04% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.00% | — | -0.62% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.94% | -0.10% | +9.31% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.88% | — | +33.03% | |
| 26 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 0.87% | — | +45.19% | |
| 27 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.84% | — | +45.96% | |
| 28 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.79% | — | +49.88% | |
| 29 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.79% | — | +3.22% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | +0.41% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.73% | — | -2.17% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.69% | — | +20.44% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.60% | — | +31.78% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | +0.10% | +8.90% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.52% | — | -6.55% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.52% | — | -2.71% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.51% | — | +4.38% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.04% | -1.64% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.47% | — | — | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.44% | — | +112.66% | |
| 41 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | -0.09% | EXIT | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.42% | — | +2.28% | |
| 43 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.39% | — | +24.50% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | — | |
| 45 | SBAC | Sba Communications CORP | 株式-不動産 | 0.36% | — | — | |
| 46 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.35% | — | -9.62% | |
| 47 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.34% | — | +2.92% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.29% | — | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +0.53% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | — | -5.44% |