CIK: 0001758543
申告総資産額
$4.7億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.95% | -5.67% | — | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.67% | -1.01% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.35% | -0.40% | — | |
| 4 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 4.77% | +0.39% | — | |
| 5 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 4.69% | +2.07% | — | |
| 6 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 4.21% | +1.06% | NEW | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.73% | +0.15% | — | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.31% | — | — | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.85% | — | — | |
| 10 | CAT | Caterpillar INC | 株式-資本財 | 1.78% | +0.32% | — | |
| 11 | MMM | 3m Co | 株式-資本財 | 1.74% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | +0.09% | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | -0.56% | — | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.65% | -2.03% | EXIT | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.65% | +0.07% | — | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.64% | — | — | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.63% | -0.22% | — | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.63% | — | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.63% | +0.19% | — | |
| 21 | T | At&t INC | 株式-通信サービス | 1.63% | — | — | |
| 22 | MDT | Medtronic plc | 株式-ヘルスケア | 1.62% | +0.07% | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | — | — | |
| 24 | SPGI | S&p Global INC | 株式-金融 | 1.61% | — | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.59% | -0.31% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.58% | +0.17% | — | |
| 27 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.50% | — | — | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.50% | +0.44% | — | |
| 29 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.48% | — | — | |
| 30 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 1.46% | -0.78% | — | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.44% | -0.23% | — | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 1.42% | +0.09% | — | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.37% | +4.05% | — | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 1.32% | -0.23% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.23% | +0.16% | — | |
| 36 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.18% | — | — | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.17% | — | — | |
| 38 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.15% | — | — | |
| 39 | TGT | Target CORP | 株式-一般消費財 | 1.11% | — | — | |
| 40 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.89% | — | — | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | -4.15% | — | |
| 42 | KXI | Ishares Global Consumer Stap | ETF-その他 | 0.66% | — | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | — | |
| 44 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 0.62% | — | — | |
| 45 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.54% | — | — | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.44% | — | — | |
| 47 | AAPL | Apple INC | 株式-IT | 0.43% | — | — | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | — | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.38% | +0.73% | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.36% | +0.09% | — |