CIK: 0001840268
申告総資産額
$1.3億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.42% | -4.17% | +2.03% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-その他 | 12.75% | +0.34% | +8.37% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.07% | -0.26% | -1.29% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.68% | -0.45% | -4.36% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.93% | — | +30.17% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.84% | -0.63% | +39.97% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.07% | -0.03% | +11.32% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 4.00% | — | +22.71% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.94% | +0.65% | +3.40% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.76% | -0.13% | -0.59% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.71% | -0.02% | -7.22% | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.16% | -1.25% | -0.91% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.92% | -0.01% | -50.00% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.74% | -0.10% | — | |
| 15 | DE | Deere & Co | 株式-資本財 | 1.18% | — | -16.67% | |
| 16 | GIS | General Mills INC | 株式-生活必需品 | 1.17% | — | — | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 1.15% | -0.04% | -9.77% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.07% | +0.01% | -11.01% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.93% | +0.05% | — | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.83% | -0.06% | -4.90% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | -17.30% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | -17.06% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | +0.05% | — | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -15.28% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.05% | +4.36% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | +4.08% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | -29.98% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | +0.01% | -27.90% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.05% | -5.82% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | -0.02% | — | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.41% | -0.01% | -21.54% | |
| 32 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.36% | — | -28.07% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.34% | — | -4.00% | |
| 34 | D | Dominion Energy INC | 株式-公益事業 | 0.33% | — | -20.09% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +6.48% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | -32.93% | |
| 37 | HWKN | Hawkins INC | 株式-その他 | 0.26% | — | — | |
| 38 | AAPL | Apple INC | 株式-IT | 0.25% | -0.01% | +8.80% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.22% | — | — | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.21% | — | — | |
| 41 | PPG | Ppg Industries INC | 株式-素材 | 0.21% | — | — | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.19% | — | -26.58% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | -0.10% | — | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.16% | — | — | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.15% | — | — | |
| 46 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.15% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.05% | — | |
| 48 | CMI | Cummins INC | 株式-資本財 | 0.14% | — | -6.50% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.13% | -0.03% | EXIT | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.13% | -0.05% | — |