CIK: 0001689013
申告総資産額
$7.9億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 7.25% | — | +0.87% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.18% | — | +7.60% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 3.78% | — | +175.60% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.46% | -0.33% | +7.72% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.00% | +0.13% | -1.77% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.94% | — | +1.94% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.85% | — | -6.47% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.66% | — | +1.43% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.60% | -0.22% | -9.25% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.28% | +1.04% | +5.39% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.18% | -0.39% | -5.68% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | -0.32% | +1790.97% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.76% | — | +4.72% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.64% | — | +1.17% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.36% | -35.44% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.42% | — | -46.36% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.23% | -0.14% | EXIT | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.14% | — | +1.38% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | +0.18% | -2.90% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.05% | — | +2.78% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.23% | +57.18% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.98% | -0.17% | +178.68% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | — | -5.35% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.90% | -0.18% | +2.86% | |
| 25 | VLO | Valero Energy CORP | 株式-エネルギー | 0.89% | +0.31% | -19.00% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | — | -0.19% | |
| 27 | TFC | Truist Financial CORP | 株式-金融 | 0.84% | — | -12.15% | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.83% | — | -5.55% | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.83% | — | +21.32% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.81% | — | -2.16% | |
| 31 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.80% | — | +16.16% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | -30.74% | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.75% | — | +12.07% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | — | +5.30% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | -7.99% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -7.38% | |
| 37 | KSS | Kohls CORP | 株式-一般消費財 | 0.69% | — | +110.33% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | -18.63% | |
| 39 | WM | Waste Management INC | 株式-資本財 | 0.62% | — | +218.86% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.62% | — | +56.83% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.60% | — | +738.64% | |
| 42 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.60% | — | +91.24% | |
| 43 | SICP | Silvergate Capital Corp-cl A | 株式-その他 | 0.60% | — | +52.93% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | -5.18% | |
| 45 | FTNT | Fortinet INC | 株式-IT | 0.58% | -0.12% | +4.17% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.57% | — | +2.62% | |
| 47 | NUE | Nucor CORP | 株式-素材 | 0.56% | — | -3.75% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | +13.74% | |
| 49 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.55% | — | +37.27% | |
| 50 | KR | Kroger Co | 株式-生活必需品 | 0.54% | — | — |