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 | VTV | Vanguard Value ETF | ETF-その他 | 5.24% | +0.25% | +115.41% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.52% | -1.59% | -6.99% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.94% | -0.54% | -3.19% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.82% | -0.23% | -0.52% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.79% | +1.21% | -0.43% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.55% | -0.57% | -24.90% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.51% | — | +0.54% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.48% | +0.13% | -3.44% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 3.26% | — | +35.87% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.12% | — | -1.47% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.12% | +0.02% | +86.85% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-その他 | 3.01% | — | +8.38% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.43% | -0.15% | -25.44% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.42% | — | -29.54% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.35% | -0.08% | -5.21% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.02% | — | -18.02% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.99% | — | +2.74% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.93% | — | +1.65% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.91% | -0.12% | -2.12% | |
| 20 | ETN | Eaton Corporation plc | 株式-資本財 | 1.80% | — | -2.74% | |
| 21 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.76% | +1.08% | -27.32% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.71% | — | — | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.70% | — | -2.76% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.65% | -1.01% | — | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.63% | — | +3.02% | |
| 26 | MET | Metlife INC | 株式-金融 | 1.63% | — | -6.01% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.58% | -1.39% | +0.91% | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.44% | — | — | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.44% | +0.06% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | -0.40% | +3.80% | |
| 31 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.39% | — | -19.82% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | +0.01% | — | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.29% | — | +2.66% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.27% | — | -0.65% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 1.13% | — | +8.80% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | -0.02% | -21.85% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.07% | -0.29% | +4.61% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.02% | — | +14.64% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.97% | — | +6.76% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.94% | — | +2.93% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -0.03% | +30.00% | |
| 42 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.85% | -0.06% | — | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.79% | -0.03% | -13.61% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | -41.36% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.76% | — | — | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.75% | — | -14.07% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.73% | — | -3.22% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.69% | — | +16.42% | |
| 49 | DVN | Devon Energy CORP | 株式-エネルギー | 0.61% | — | — | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.51% | — | +0.46% |