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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.41% | +0.09% | -0.68% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.07% | +0.17% | +0.05% | |
| 3 | USRT | Ishares Core US Reit ETF | ETF-その他 | 4.95% | +0.44% | +0.17% | |
| 4 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 4.91% | -0.78% | +7.59% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.76% | -4.15% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.74% | -0.40% | +128.28% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.56% | +5.07% | NEW | |
| 8 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 4.02% | -1.08% | EXIT | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.99% | -0.23% | +13.66% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.59% | — | +3.54% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.47% | -1.01% | +2639.49% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.04% | — | +132.09% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.80% | +0.09% | -9.21% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.80% | +0.32% | -13.29% | |
| 15 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.79% | — | -0.81% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.77% | +0.19% | -4.67% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.76% | -0.31% | +200.26% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 1.70% | -0.23% | +11.43% | |
| 19 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.68% | +0.18% | +1.33% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.64% | -2.03% | EXIT | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.62% | +0.07% | -0.10% | |
| 22 | MDT | Medtronic plc | 株式-ヘルスケア | 1.62% | +0.07% | +0.95% | |
| 23 | SPGI | S&p Global INC | 株式-金融 | 1.61% | — | -0.14% | |
| 24 | ITW | Illinois Tool Works | 株式-資本財 | 1.60% | — | +0.60% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.59% | — | +1.40% | |
| 26 | ADP | Automatic Data Processing | 株式-IT | 1.59% | +0.14% | +0.53% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 1.58% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | -0.56% | +4.24% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.56% | — | +1.47% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.55% | -0.22% | +5.52% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.54% | — | +1.45% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | — | +2.82% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.32% | +0.39% | +0.17% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.25% | +2.07% | -32.75% | |
| 35 | FTSD | Franklin Short Duration U.s. | ETF-その他 | 1.01% | — | +75.96% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.91% | +0.09% | -0.97% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.77% | +4.05% | -86.99% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.73% | — | +7.13% | |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.72% | — | +8.29% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.71% | — | +6.94% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.69% | — | -1.53% | |
| 42 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.68% | — | +2.28% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | +0.16% | +0.98% | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.60% | -0.91% | EXIT | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.52% | — | +17.23% | |
| 46 | AAPL | Apple INC | 株式-IT | 0.38% | — | +25.60% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | — | +23.65% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | — | +35.59% | |
| 49 | ASML | ASML Holding N.V. | 株式-IT | 0.28% | +0.17% | +8.79% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.28% | — | +13.74% |