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 | 19.45% | -0.86% | +0.45% | |
| 2 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 9.22% | — | +4.31% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 7.71% | — | +3.56% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.48% | -0.08% | +1.43% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.86% | +0.07% | +2.52% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.02% | +0.08% | +1.50% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.81% | +0.05% | +2.22% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.43% | -0.17% | +5.05% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-その他 | 4.03% | — | -3.67% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.11% | — | +3.01% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.77% | — | +3.92% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.91% | -0.28% | -0.45% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.58% | — | +4.08% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.40% | +0.21% | +5.78% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.15% | — | -0.98% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | +10.30% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.95% | +0.04% | -0.07% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.36% | +4.20% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.90% | +0.04% | +3.47% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | -0.15% | +5.02% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.08% | +0.83% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | — | +24.90% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | -4.28% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.65% | — | -2.66% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | -0.21% | +7.97% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | -3.54% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.53% | — | +98.86% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | +1.92% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.45% | -0.09% | +1.15% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | -3.24% | |
| 32 | DSU | Blackrock Debt Strategies | 株式-その他 | 0.39% | — | -16.23% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.12% | +5.60% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | — | +1.72% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +1.56% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | — | +3.68% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.27% | — | -2.10% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.26% | — | — | |
| 39 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.23% | — | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.23% | — | +31.52% | |
| 41 | GIB | Cgi INC | 株式-IT | 0.23% | -0.07% | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.22% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | -0.38% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.20% | — | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | +1.88% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.19% | — | +0.12% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.19% | — | — | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | — | +2.24% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.18% | — | +3.37% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.18% | — | -8.12% |