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 | 14.11% | -2.33% | +0.47% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.65% | +2.41% | NEW | |
| 3 | AAPL | Apple INC | 株式-IT | 6.85% | -0.36% | +0.27% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.36% | — | +1.10% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.83% | — | -15.03% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.77% | — | +1.33% | |
| 7 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 3.68% | — | -19.24% | |
| 8 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 3.03% | -0.08% | -0.76% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.87% | -0.16% | +0.51% | |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 2.14% | — | +8.44% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.09% | — | -1.59% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 2.07% | — | -0.32% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.02% | -0.01% | +1.10% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.96% | — | -24.41% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.85% | — | +3.54% | |
| 16 | ✓ | 株式-その他 | 1.68% | — | -1.70% | ||
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.52% | — | -2.36% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | +0.01% | +3.43% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.29% | — | — | |
| 20 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.26% | — | +1.67% | |
| 21 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 1.25% | — | +1.69% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.20% | -0.09% | EXIT | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.20% | — | -2.65% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.19% | — | +7.05% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.08% | +0.10% | -0.49% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.07% | -0.10% | +0.81% | |
| 27 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 1.03% | — | +3.76% | |
| 28 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.97% | — | +0.09% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.94% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.94% | — | -26.95% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.90% | — | +4.43% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.78% | — | +1.14% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.77% | — | +5.16% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.76% | — | +4.67% | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.72% | — | +1.99% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.71% | — | +4.17% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | +2.17% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.04% | -4.15% | |
| 39 | SBAC | Sba Communications CORP | 株式-不動産 | 0.55% | — | — | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.53% | — | +17.18% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.49% | — | — | |
| 42 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.46% | — | -2.09% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | -1.38% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.43% | — | +18.07% | |
| 45 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.41% | — | +5.19% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | +0.14% | — | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.40% | — | +0.03% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | +0.52% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.39% | — | +66.57% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | +9.01% |