CIK: 0001767513
申告総資産額
$6.9億
上位200銘柄を表示中（全370銘柄）
| # | 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 | 11.56% | -0.11% | +4.86% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.69% | — | +4.82% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.49% | — | +5.17% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.44% | -0.10% | +6.39% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.25% | -0.12% | +5.47% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.83% | +0.07% | +10.85% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.73% | — | +5.41% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.47% | -0.09% | +9.23% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.65% | -0.03% | -1.81% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.64% | -0.03% | +9.22% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.26% | — | -4.33% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.22% | -0.16% | EXIT | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.18% | -0.04% | +0.03% | |
| 14 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.15% | — | -2.66% | |
| 15 | HRB | H&r Block INC | 株式-一般消費財 | 1.06% | -0.07% | +193.36% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.03% | -0.11% | -2.53% | |
| 17 | INTC | Intel CORP | 株式-IT | 0.98% | +0.01% | -0.33% | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.98% | +0.03% | NEW | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 0.96% | -0.02% | -2.88% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | — | -3.27% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | -0.04% | +10.61% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | -0.02% | -2.60% | |
| 23 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.87% | — | -2.82% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | -5.16% | |
| 25 | CMS | Cms Energy CORP | 株式-公益事業 | 0.82% | — | -3.44% | |
| 26 | MCO | Moody's CORP | 株式-金融 | 0.81% | -0.03% | EXIT | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.81% | — | -1.17% | |
| 28 | FAST | Fastenal Co | 株式-資本財 | 0.80% | — | -3.58% | |
| 29 | FAF | First American Financial | 株式-金融 | 0.79% | — | -3.63% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.01% | -1.49% | |
| 31 | ALGT | Allegiant Travel Co | 株式-その他 | 0.77% | — | -11.42% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | — | -1.84% | |
| 33 | CHCO | City Holding Co | 株式-その他 | 0.74% | — | -2.89% | |
| 34 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.73% | — | -2.38% | |
| 35 | EGOVEUR | Nic INC | 株式-その他 | 0.72% | — | -2.91% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.09% | -3.42% | |
| 37 | EIG | Employers Holdings INC | 株式-その他 | 0.71% | — | -0.51% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.68% | — | +7.07% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -0.67% | |
| 40 | COLB | Columbia Banking System INC | 株式-金融 | 0.67% | — | -3.47% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -3.20% | |
| 42 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.64% | — | -2.84% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.63% | — | +4.14% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | — | -0.21% | |
| 45 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.61% | +0.05% | +0.86% | |
| 46 | RUTHUSD | Ruth's Hospitality Group INC | 株式-その他 | 0.60% | — | -1.90% | |
| 47 | AAPL | Apple INC | 株式-IT | 0.59% | -0.01% | -3.51% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.58% | -0.03% | -1.27% | |
| 49 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 0.57% | — | -7.65% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.55% | — | +1.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HRB | H&r Block INC | +0.7% | +193.36% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +4.86% | 増加 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +4.82% | 増加 |
| 4 | LVS | Las Vegas Sands CORP | +0.3% | +12449.02% | 増加 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +5.17% | 増加 |
| 6 | IEMG | Ishares Core Msci Emerging | +0.2% | +5.41% | 増加 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +5.47% | 増加 |
| 8 | BBY | Best Buy Co INC | +0.1% | -2.82% | 減少 |
| 9 | ABBV | Abbvie INC | +0.1% | -1.81% | 減少 |
| 10 | AMGN | Amgen INC | +0.1% | -3.27% | 減少 |
| 11 | MO | Altria Group INC | +0.1% | +4.14% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | -3.51% | 減少 |
| 13 | NKE | Nike INC -cl B | +0.1% | +10.61% | 増加 |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +1.71% | 増加 |
| 15 | INTC | Intel CORP | +0.1% | -0.33% | 減少 |
| 16 | HPQ | Hp INC | +0.1% | +15.06% | 増加 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +1.14% | 増加 |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 0% | +0.03% | 増加 |
| 19 | SCHX | Schwab US Large-cap ETF | 0% | +7.07% | 増加 |
| 20 | MRK | Merck & Co. INC. | 0% | +7.16% | 増加 |
| 21 | AVGO | Broadcom INC | 0% | -2.53% | 減少 |
| 22 | QCOM | Qualcomm INC | 0% | -1.27% | 減少 |
| 23 | PM | Philip Morris International | 0% | -0.21% | 減少 |
| 24 | HLT | Hilton Worldwide Holdings In | 0% | -2.85% | 減少 |
| 25 | BSV | Vanguard Short-term Bond ETF | 0% | +9.23% | 増加 |
| 26 | JNJ | Johnson & Johnson | 0% | -1.49% | 減少 |
| 27 | FAST | Fastenal Co | — | -3.58% | 減少 |
| 28 | MSFT | Microsoft CORP | — | -3.42% | 減少 |
| 29 | VSGX | Vanguard Esg Intl Stock ETF | — | +0.86% | 増加 |
| 30 | PFE | Pfizer INC | — | -0.67% | 減少 |
| 31 | BIV | Vanguard Intermediate-term B | 0% | +9.22% | 増加 |
| 32 | MCO | Moody's CORP | 0% | -7.12% | 減少 |
| 33 | BLV | Vanguard Long-term Bond ETF | 0% | +9.60% | 増加 |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +10.85% | 増加 |
| 35 | UPBD | Upbound Group INC | -0.1% | -96.73% | 減少 |
| 36 | VNQ | Vanguard Real Estate ETF | -0.1% | +6.39% | 増加 |
| 37 | CBRL | Cracker Barrel Old Country | -0.1% | -2.84% | 減少 |
| 38 | HD | Home Depot INC | -0.2% | -2.60% | 減少 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -5.16% | 減少 |
| 40 | MED | Medifast INC | -0.2% | -30.41% | 減少 |
| 41 | DBI | Designer Brands Inc-class A | -0.5% | -99.51% | 減少 |
| 42 | TUP | Tupperware Brands CORP | — | EXIT | 全売却 |
| 43 | IDXX | Idexx Laboratories INC | — | EXIT | 全売却 |
| 44 | FTNT | Fortinet INC | — | NEW | 新規購入 |
| 45 | VOE | Vanguard Mid-cap Value ETF | — | NEW | 新規購入 |
| 46 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 47 | VTV | Vanguard Value ETF | — | NEW | 新規購入 |
| 48 | TCF | Tcf Financial CORP | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | NTAP | Netapp INC | — | NEW | 新規購入 |