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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 16.08% | +4.05% | -10.64% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.25% | +0.17% | +12.66% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.08% | +0.09% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.75% | -0.40% | +16.26% | |
| 5 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 3.19% | +2.07% | -16.75% | |
| 6 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 3.18% | -1.08% | EXIT | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.68% | -5.67% | — | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.54% | -0.23% | +16.28% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.19% | — | -20.60% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.17% | -1.01% | -3.84% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.12% | +0.15% | +19.24% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.94% | — | +5.49% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.79% | — | +3.60% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.79% | -0.31% | +5.36% | |
| 15 | TGT | Target CORP | 株式-一般消費財 | 1.74% | — | +0.56% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.71% | — | +5.19% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.71% | -0.22% | +4.60% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.70% | +0.19% | +5.62% | |
| 19 | SPGI | S&p Global INC | 株式-金融 | 1.69% | — | +2.93% | |
| 20 | MDT | Medtronic plc | 株式-ヘルスケア | 1.68% | +0.07% | +2.42% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.67% | -2.03% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.65% | — | +6.23% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.65% | — | +3.24% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 1.65% | +0.09% | +5.07% | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 1.63% | — | — | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.62% | — | +16.26% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 1.61% | +0.14% | +10.33% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.60% | -0.23% | +7.80% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.60% | +0.07% | +5.79% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | -0.56% | +6.39% | |
| 31 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.59% | — | +5.22% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | — | +8.41% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 1.55% | +0.32% | +3.98% | |
| 34 | FTSD | Franklin Short Duration U.s. | ETF-その他 | 1.52% | — | +76.18% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.49% | +0.39% | -5.80% | |
| 36 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.42% | — | -10.68% | |
| 37 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.99% | — | — | |
| 38 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.91% | — | — | |
| 39 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.65% | — | -46.27% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.62% | — | -41.80% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | -44.52% | |
| 42 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.59% | — | -46.81% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.44% | +0.09% | -11.33% | |
| 44 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.41% | — | -6.09% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.40% | — | +2.08% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.33% | — | — | |
| 47 | AAPL | Apple INC | 株式-IT | 0.33% | — | +31.18% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.31% | — | -27.33% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.30% | — | -27.03% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.30% | — | -26.14% |