CIK: 0001646639
申告総資産額
$19.3億
| # | 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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 25.18% | +0.08% | -1.34% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 24.93% | +1.96% | +0.00% | |
| 3 | XLE | Ss Energy Select Sector | ETF-その他 | 14.17% | -2.66% | -4.31% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.41% | — | -1.10% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.97% | — | -1.48% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.21% | +0.09% | -37.53% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.90% | — | — | |
| 8 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.51% | +0.48% | -38.88% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.91% | +0.03% | -24.80% | |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.32% | — | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.25% | — | +9217.64% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | -0.07% | -1.53% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | — | +3.01% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.32% | — | -11.63% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.29% | +0.09% | -11.17% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.23% | +0.14% | +13.31% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.20% | -0.09% | +85.84% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.18% | — | -97.87% | |
| 19 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.18% | -0.02% | -0.20% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.18% | — | -18.26% | |
| 21 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.12% | +0.02% | +11.04% | |
| 22 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.11% | — | +7.13% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | — | -2.18% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.10% | — | — | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.09% | — | — | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.08% | -0.02% | +18.85% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.08% | -0.01% | +18.00% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.08% | +0.10% | +45.95% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.07% | -0.01% | +192.00% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.07% | — | +96.51% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.06% | -0.01% | +22.92% | |
| 32 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.06% | — | — | |
| 33 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.06% | — | -7.62% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.06% | +0.01% | +46.21% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.06% | — | +94.04% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.06% | -0.03% | +90.35% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | +0.03% | +22.23% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.05% | +0.01% | +89.15% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.05% | — | +5.71% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.05% | — | +46.80% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.05% | +0.04% | +35.54% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.05% | — | +82.36% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.05% | — | +48.56% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.04% | — | +48.90% | |
| 45 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.04% | — | -1.14% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.04% | — | +53.16% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.04% | — | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.04% | +0.50% | -40.51% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.04% | — | +12.40% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.04% | — | +148.68% |