CIK: 0001800556
申告総資産額
$4.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.24% | -0.86% | +1.27% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.31% | -0.08% | +1.18% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 7.98% | +0.07% | +1326.56% | |
| 4 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 7.02% | — | +12.84% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.65% | +0.05% | +3.16% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.59% | +0.08% | +3.35% | |
| 7 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.93% | — | +3.28% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.46% | -0.17% | +2.34% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.94% | — | +0.56% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.06% | — | +0.72% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.93% | — | +2.86% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.99% | -0.28% | -0.72% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.95% | — | -2.94% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.63% | +0.21% | +5.09% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.38% | — | -0.03% | |
| 16 | DSU | Blackrock Debt Strategies | 株式-その他 | 1.31% | — | -1.01% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.28% | +0.04% | -8.06% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | +0.04% | -7.12% | |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 1.03% | — | -11.75% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.15% | +1.27% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.36% | +0.21% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | -0.08% | +3.20% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | +0.04% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | — | +5.16% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -0.18% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.51% | — | +0.40% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.49% | -0.21% | -2.59% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | +1.35% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +3.03% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.46% | — | -3.85% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | — | +1.51% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +1895.56% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.30% | — | -47.55% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.29% | — | +0.88% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | — | +239.50% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.25% | — | +1.44% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | -1.13% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.24% | — | +14.94% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.23% | — | -0.39% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.22% | — | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | +2.12% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.20% | — | +2.89% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | +1.96% | |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.19% | — | -65.15% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.19% | -0.09% | -7.01% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.18% | — | -10.96% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.16% | — | +0.30% | |
| 48 | IRDM | Iridium Communications INC | 株式-通信サービス | 0.16% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | — | +1887.26% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.15% | — | -1.39% |