CIK: 0001858828
申告総資産額
$1.7億
| # | 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 | 12.21% | -0.20% | +3.67% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.61% | +0.02% | +6.19% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 8.66% | -0.03% | +6.28% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.94% | -0.04% | +3.05% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.65% | -0.30% | +10.45% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.81% | +0.32% | +7.81% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.70% | — | -3.74% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 4.30% | — | -0.31% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.17% | -0.33% | +5.27% | |
| 10 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 4.00% | -0.20% | -5.90% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.25% | +0.06% | +4.12% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.24% | -0.09% | +2.47% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.17% | +0.25% | -6.03% | |
| 14 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.70% | +0.08% | — | |
| 15 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.45% | — | -20.64% | |
| 16 | MMM | 3m Co | 株式-資本財 | 1.09% | -0.02% | +4.89% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.01% | — | +0.07% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | -0.06% | +0.41% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.09% | +1.99% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | — | +1.28% | |
| 21 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.75% | -0.03% | +2.04% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.17% | +2.73% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.64% | — | -25.73% | |
| 24 | GIS | General Mills INC | 株式-生活必需品 | 0.63% | -0.22% | EXIT | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | +0.04% | +0.44% | |
| 26 | SYY | Sysco CORP | 株式-生活必需品 | 0.63% | -0.02% | +1.63% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.14% | +0.15% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.53% | -0.07% | -0.82% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.53% | — | — | |
| 30 | SPGI | S&p Global INC | 株式-金融 | 0.52% | -0.06% | +4.91% | |
| 31 | CLX | Clorox Company | 株式-生活必需品 | 0.51% | — | +1.52% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | -0.08% | +5.66% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | -0.04% | — | |
| 34 | ED | Consolidated Edison INC | 株式-公益事業 | 0.51% | +0.05% | +3.68% | |
| 35 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.48% | — | -1.03% | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.48% | -0.02% | +3.10% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.43% | -0.02% | +0.03% | |
| 38 | TROW | T Rowe Price Group INC | 株式-金融 | 0.43% | — | +20.99% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | -24.28% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | — | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 0.42% | +0.07% | +14.76% | |
| 42 | GGG | Graco INC | 株式-資本財 | 0.42% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +3.49% | |
| 44 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.35% | -0.08% | +9.60% | |
| 45 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.34% | — | -1.43% | |
| 46 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.34% | — | +5.05% | |
| 47 | APD | Air Products & Chemicals INC | 株式-素材 | 0.34% | +0.04% | +7.58% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | +1900.00% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.33% | -0.08% | +0.07% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.33% | — | +3.21% |