CIK: 0001706327
申告総資産額
$15.0億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 38.32% | +1.92% | +18.51% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.49% | +1.45% | -1.18% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.48% | -6.84% | -37.55% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.55% | -0.22% | -13.68% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.69% | +0.11% | +20.42% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 5.69% | -0.21% | +36.41% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.46% | +0.35% | +8.94% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.91% | — | -3.71% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.54% | — | +247.02% | |
| 10 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 1.40% | — | -8.17% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.11% | -12.33% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.64% | — | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | -0.79% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.50% | — | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | -8.29% | |
| 17 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.27% | — | -1.98% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.26% | — | — | |
| 19 | INTF | Ishares International Equity | ETF-その他 | 0.24% | — | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.17% | — | -13.33% | |
| 21 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.17% | — | -9.19% | |
| 22 | ECL | Ecolab INC | 株式-素材 | 0.15% | — | +0.21% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.14% | +0.29% | -48.09% | |
| 24 | MS | Morgan Stanley | 株式-金融 | 0.13% | — | -31.22% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | +0.05% | -14.11% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.12% | — | — | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.12% | — | -3.03% | |
| 28 | GRMN | Garmin Ltd. | 株式-IT | 0.12% | — | -28.50% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.11% | — | -12.36% | |
| 30 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.11% | — | +5.58% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.11% | +0.05% | -17.81% | |
| 32 | SYY | Sysco CORP | 株式-生活必需品 | 0.11% | — | -18.53% | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.11% | — | — | |
| 34 | PSA | Public Storage | 株式-不動産 | 0.10% | — | -7.49% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.10% | — | — | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.09% | — | -16.45% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.09% | — | -20.75% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.09% | — | -1.31% | |
| 39 | CCI | Crown Castle INC | 株式-不動産 | 0.09% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.09% | — | -8.17% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.09% | — | -11.20% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.08% | — | -26.74% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.08% | — | -17.50% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.08% | +0.13% | -8.13% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | — | -29.83% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.08% | — | -22.80% | |
| 47 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.08% | — | -4.70% | |
| 48 | CME | Cme Group INC | 株式-金融 | 0.07% | — | -19.56% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.07% | — | -1.16% | |
| 50 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.07% | — | — |