CIK: 0001756485
申告総資産額
$2.4億
| # | 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 | PTC | Ptc INC | 株式-IT | 14.84% | -2.00% | +9.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.09% | -0.79% | -13.40% | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 10.25% | +0.45% | -0.51% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.95% | -0.19% | -3.21% | |
| 5 | TOST | Toast Inc-class A | 株式-IT | 4.91% | -0.98% | — | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.14% | — | -14.34% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.84% | +0.10% | +29.57% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.08% | -0.12% | -27.01% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.04% | +0.06% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.91% | -0.08% | +15.38% | |
| 11 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.19% | +0.07% | +12.39% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.91% | +0.24% | +23.13% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.79% | +0.34% | -14.11% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.70% | — | +10.71% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | +0.04% | -14.45% | |
| 16 | SMG | Scotts Miracle-gro Co | 株式-素材 | 1.35% | — | — | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.24% | — | -25.60% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.07% | — | -17.40% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.99% | -0.09% | — | |
| 20 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.93% | — | -24.08% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | — | +69.42% | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.80% | — | — | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | — | -4.80% | |
| 24 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.70% | +0.04% | — | |
| 25 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.70% | +0.18% | -29.17% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.70% | — | -33.33% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | — | -5.91% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.24% | -39.60% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.63% | — | -2.26% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.61% | +0.07% | -22.99% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.61% | +0.09% | +143.03% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.56% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | -25.49% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.54% | — | — | |
| 35 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.52% | — | — | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.50% | — | — | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.50% | -0.12% | -13.43% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 39 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.34% | — | -32.00% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | -0.05% | -24.02% | |
| 41 | TMUS | T-mobile US INC | 株式-通信サービス | 0.30% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.04% | -19.94% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.27% | — | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | — | -7.87% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | +0.15% | -3.46% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.26% | -0.06% | — | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | +0.19% | -20.13% | |
| 48 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.22% | — | -16.22% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.20% | — | — | |
| 50 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.20% | — | -16.21% |