CIK: 0002051348
申告総資産額
$1.1億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 20.74% | -2.95% | +24.85% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 17.91% | -0.62% | +16.02% | |
| 3 | SCHV | Schwab US Large-cap Value | ETF-その他 | 17.75% | -0.01% | -5.63% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 14.18% | -0.19% | -8.67% | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 10.10% | -0.72% | -7.39% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.41% | -2.26% | +2.51% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.11% | +0.03% | -0.47% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.89% | +0.13% | -37.21% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.86% | -0.17% | — | |
| 10 | PAYX | Paychex INC | 株式-IT | 1.03% | -0.05% | -0.73% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | +0.02% | — | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.78% | -0.18% | +0.06% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 0.67% | -0.02% | — | |
| 14 | ETSY | Etsy INC | 株式-一般消費財 | 0.63% | +0.08% | +68.22% | |
| 15 | ADP | Automatic Data Processing | 株式-IT | 0.59% | -0.02% | +0.05% | |
| 16 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.59% | — | +14.13% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 0.55% | — | +3.90% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | +0.01% | +2.14% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.53% | -0.22% | -5.04% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | -0.03% | -16.38% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | +20.65% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.37% | — | — | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.37% | — | +0.06% | |
| 24 | DFSEUR | Discover Financial Services | 株式-その他 | 0.35% | — | +0.05% | |
| 25 | PAYC | Paycom Software INC | 株式-IT | 0.35% | — | +10.63% | |
| 26 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.34% | +0.47% | NEW | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | +0.21% | NEW | |
| 28 | C | Citigroup INC | 株式-金融 | 0.31% | -0.01% | +1.25% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.29% | +0.01% | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.29% | +0.21% | — | |
| 31 | SLX | Vaneck Steel ETF | ETF-その他 | 0.22% | +0.28% | NEW | |
| 32 | XYZ | Block INC | 株式-金融 | 0.21% | -0.01% | -57.20% |