CIK: 0001568235
申告総資産額
$8.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.15% | -0.05% | +5.35% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.71% | +0.52% | -0.45% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.41% | — | -0.30% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.01% | +0.29% | +3.58% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.36% | -0.23% | -1.49% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 5.08% | -0.32% | +0.61% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.39% | -1.24% | +3.89% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | — | +1.81% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.84% | — | +4.99% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.80% | +0.28% | +11.31% | |
| 11 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 2.69% | -0.09% | +12.70% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.69% | — | +1.14% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | -0.14% | +1.38% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.99% | — | -8.88% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.98% | — | +19.07% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.89% | -0.14% | +1.09% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.89% | +0.30% | +0.36% | |
| 18 | CRM | Salesforce INC | 株式-IT | 1.80% | — | +11.00% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.73% | — | +0.84% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.59% | — | -1.30% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.44% | -0.04% | +3.72% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.40% | -0.11% | +10.10% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.08% | +0.06% | +26.38% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.96% | — | +3.39% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.88% | — | +4.22% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | +0.06% | -0.03% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.21% | +2.99% | |
| 28 | ED | Consolidated Edison INC | 株式-公益事業 | 0.69% | — | +1.57% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.22% | +1.51% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | -0.11% | |
| 31 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.60% | — | -9.30% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.09% | -1.57% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.50% | — | +3.18% | |
| 34 | RTN1USD | Raytheon Company | 株式-その他 | 0.45% | — | -1.94% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.44% | +0.07% | +0.82% | |
| 36 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.40% | — | -3.44% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +14.73% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | — | |
| 39 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.38% | — | -1.13% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.38% | — | -6.68% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | -71.16% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +2.75% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.36% | — | +2.70% | |
| 44 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.35% | — | +87.62% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.34% | — | -5.87% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.34% | — | +17.33% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.34% | — | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.32% | — | — | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.31% | — | +14.41% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | +0.06% | +6.48% |