CIK: 0001783412
申告総資産額
$6.1億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 11.88% | -0.51% | +2.36% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.45% | +0.01% | +2.81% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.27% | +0.09% | +6.60% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.33% | — | +4.14% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.92% | +0.24% | +4.34% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.61% | +0.04% | -0.12% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.21% | -1.19% | +3.39% | |
| 8 | CTAS | Cintas CORP | 株式-資本財 | 3.63% | -0.14% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 3.09% | -0.25% | +0.96% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.82% | — | +5.71% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.96% | — | +3.58% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.93% | +0.39% | +14.10% | |
| 13 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.88% | — | +18.99% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.87% | -0.08% | -12.81% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.41% | +0.23% | +17.02% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.32% | — | +0.58% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.15% | -0.09% | — | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.96% | — | -79.30% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.88% | +0.05% | +33.31% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | +0.02% | +23.46% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.80% | — | +94.39% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.06% | -2.55% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.18% | — | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.74% | — | +10.54% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | -0.14% | +8.21% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.13% | +2.86% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.61% | +0.13% | +7.13% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | +0.28% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.51% | -0.04% | EXIT | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | +0.20% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | — | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | -0.05% | -3.05% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.49% | — | — | |
| 34 | DFSEUR | Discover Financial Services | 株式-その他 | 0.48% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | -0.05% | +1.52% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | -0.05% | +5.51% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | +0.32% | |
| 38 | USB | US Bancorp | 株式-金融 | 0.39% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | +88.28% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.36% | -0.05% | +0.09% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.36% | — | +2.75% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.35% | — | +0.30% | |
| 44 | MU | Micron Technology INC | 株式-IT | 0.33% | +0.08% | +1.20% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.33% | — | +0.26% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +0.73% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.32% | — | +0.65% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +0.21% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | +0.09% | +35.27% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.29% | — | +0.51% |