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 | 5.93% | -5.67% | +5766.62% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.67% | +0.17% | -8.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.66% | +0.09% | -7.66% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.24% | -4.15% | -6.21% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-その他 | 4.20% | +0.44% | -5.52% | |
| 6 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 3.89% | -0.78% | -7.51% | |
| 7 | PCY | Invesco Emerging Markets Sov | ETF-新興国市場 | 3.14% | -1.08% | EXIT | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.59% | -0.40% | -16.66% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.07% | -0.23% | -18.65% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.04% | +0.15% | — | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.98% | -0.31% | -7.14% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 1.90% | +0.09% | -8.36% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | — | -11.49% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.83% | +0.19% | -8.66% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.73% | +0.32% | -26.45% | |
| 16 | SPGI | S&p Global INC | 株式-金融 | 1.72% | — | +0.69% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | -2.03% | EXIT | |
| 18 | GD | General Dynamics CORP | 株式-資本財 | 1.71% | — | -5.35% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.70% | -0.23% | -7.08% | |
| 20 | MDT | Medtronic plc | 株式-ヘルスケア | 1.69% | +0.07% | -4.78% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.66% | +0.07% | -2.02% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.65% | — | -2.95% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.65% | -0.56% | -2.98% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.65% | — | -2.00% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.62% | — | -2.38% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.59% | -0.22% | -3.17% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 1.56% | +0.14% | +12.34% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.52% | — | +3.53% | |
| 29 | ECL | Ecolab INC | 株式-素材 | 1.50% | -1.28% | EXIT | |
| 30 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.48% | +0.18% | -1.00% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.48% | +0.39% | +56.32% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 1.46% | +0.09% | -2.86% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 1.38% | +0.73% | -21.78% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.06% | — | -17.36% | |
| 35 | AAPL | Apple INC | 株式-IT | 1.04% | — | +1.59% | |
| 36 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.91% | — | -1.82% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | +3.02% | |
| 38 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.84% | +2.07% | -42.55% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.83% | -0.95% | +1344.07% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.80% | — | +2.28% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.80% | — | +3.02% | |
| 42 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.78% | — | +1.86% | |
| 43 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.78% | -0.91% | EXIT | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | +0.16% | — | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.77% | -0.89% | EXIT | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | +1.20% | NEW | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.73% | +0.43% | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | -20.69% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +8.46% | |
| 50 | ASML | ASML Holding N.V. | 株式-IT | 0.53% | +0.17% | -10.98% |