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 | 18.59% | -0.86% | +15.68% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 13.03% | -0.39% | +9.37% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.62% | +0.26% | +20.16% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.24% | — | +52.94% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.43% | — | +7.86% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.39% | -0.17% | +39.71% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.26% | — | +9.77% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.78% | +0.05% | +38.82% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.65% | +0.08% | +0.87% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.36% | +0.21% | +3.10% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.30% | -0.21% | +95.35% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.22% | -0.08% | +35.78% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | -0.15% | +3.51% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.92% | +0.04% | -1.64% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.89% | — | +17.70% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.86% | +0.07% | +43.59% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.54% | -0.28% | +21.64% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.30% | -1.14% | +4.58% | |
| 19 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.19% | — | -5.58% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.17% | — | +29.67% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.90% | -0.09% | +5.73% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.36% | +32.89% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | -4.37% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.84% | +0.04% | +34.98% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.83% | — | +2.54% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | +12.44% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.08% | +10.86% | |
| 28 | SUB | Ishares Short-term National | ETF-その他 | 0.55% | — | +11.25% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.51% | — | +1.72% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.50% | +0.07% | — | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 0.48% | -0.05% | -1.33% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | +10.11% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.38% | — | -0.04% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | — | +2.21% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.12% | +3.57% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | +0.31% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | +4.46% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | — | +0.85% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.34% | — | -1.78% | |
| 40 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.34% | — | — | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | — | +1.12% | |
| 42 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.32% | +0.59% | +7.90% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | +3.63% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.27% | — | +22.65% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | — | +0.86% | |
| 46 | GIB | Cgi INC | 株式-IT | 0.27% | -0.07% | -7.58% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.27% | — | -0.05% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.26% | — | +28.08% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +7.64% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.26% | -0.05% | +0.32% |