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 | 10.50% | -0.51% | +2.55% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.01% | +0.09% | +9.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.85% | +0.01% | +2.70% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.30% | — | +3.29% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.64% | +0.24% | +12.59% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 4.02% | +0.04% | -0.04% | |
| 7 | CTAS | Cintas CORP | 株式-資本財 | 3.96% | -0.14% | +4.45% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.83% | -1.19% | -0.19% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.47% | — | +7.92% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.34% | — | +43.70% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.86% | -0.25% | +2.87% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.58% | +0.39% | +16.91% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.79% | -0.08% | +0.47% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.56% | -0.14% | +9.01% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.51% | +0.23% | -6.02% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.50% | — | +15.81% | |
| 17 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 1.49% | — | -11.77% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.09% | -0.09% | +0.22% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.99% | +0.05% | +16.12% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.96% | +0.02% | +9.65% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.18% | +0.12% | |
| 22 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.83% | — | +7.16% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.71% | — | +84.89% | |
| 24 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.67% | — | +0.28% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.13% | +3.57% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.06% | +1954.98% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.57% | +0.13% | -5.50% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | +3.28% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.48% | — | +0.76% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.46% | — | -40.38% | |
| 31 | DFSEUR | Discover Financial Services | 株式-その他 | 0.46% | — | — | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | -0.05% | +211.48% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +0.15% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.44% | +0.09% | +33.96% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.43% | — | +0.55% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | -0.05% | +1.70% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -0.05% | +18.38% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | — | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.36% | — | +108.45% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +3.14% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.34% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +1.22% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.33% | — | — | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.33% | — | — | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.30% | — | +2.76% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.30% | -0.05% | +0.23% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.29% | — | +1.37% | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.28% | — | -10.20% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | +0.04% | +2.97% | |
| 50 | MS | Morgan Stanley | 株式-金融 | 0.28% | — | — |