CIK: 0001735201
申告総資産額
$3.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 4.90% | -1.59% | +9.75% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.73% | -0.57% | +0.55% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.24% | -0.54% | +0.14% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.24% | -0.23% | +0.88% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.68% | — | +4.88% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.46% | -0.08% | -1.21% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.42% | +1.21% | +0.74% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.31% | +0.13% | +0.98% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.16% | — | +1.14% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.16% | -0.15% | +0.16% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.08% | — | +1.03% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.60% | -0.34% | -0.73% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.55% | — | +2.72% | |
| 14 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.52% | — | +1.80% | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.51% | +1.08% | +3.73% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 2.48% | — | +1.73% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.46% | -0.20% | -0.39% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 2.22% | +0.25% | +0.26% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.95% | — | +0.95% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.93% | -0.12% | +0.13% | |
| 21 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.77% | — | +6.48% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.67% | — | +3.42% | |
| 23 | ETN | Eaton Corporation plc | 株式-資本財 | 1.64% | — | +0.01% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.63% | +0.02% | +3.53% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.58% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | -0.40% | +1947.75% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 1.56% | — | +1.03% | |
| 28 | MET | Metlife INC | 株式-金融 | 1.51% | — | +1.80% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | -1.39% | +3.02% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | +2.83% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.36% | -0.02% | +0.93% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | +0.01% | — | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.30% | — | +1.32% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.22% | — | +2.88% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.13% | — | -0.02% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | +3.02% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.95% | -0.29% | -2.70% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.94% | — | +1.41% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.93% | -0.03% | -6.56% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.92% | — | +9.87% | |
| 41 | PCAR | Paccar INC | 株式-資本財 | 0.91% | — | +1.58% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.90% | — | +2.16% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | -0.02% | -7.59% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.79% | — | — | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.77% | — | — | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.74% | — | -3.78% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.03% | +18.79% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.56% | — | +2.83% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.50% | — | +0.83% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.49% | — | +0.45% |