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 | 4.77% | -1.59% | -1.00% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 4.74% | +0.25% | +3.84% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.42% | -0.23% | +3.00% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.22% | -0.54% | +3.16% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.87% | -0.57% | +1.88% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.73% | +1.21% | +3.36% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.54% | — | +5.32% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 3.43% | +1.08% | +118.80% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.19% | +0.13% | +4.21% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.15% | +0.02% | +6.34% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.00% | — | +4.49% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.83% | — | +8.71% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.64% | -0.08% | +3.16% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.33% | -0.15% | +4.45% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.24% | — | +2.05% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 2.17% | — | -26.98% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.91% | — | +5.05% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.85% | — | +6.25% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.84% | — | +5.87% | |
| 20 | ETN | Eaton Corporation plc | 株式-資本財 | 1.81% | — | +3.57% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.60% | -0.03% | +4.20% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.58% | -1.39% | +4.14% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.56% | -1.01% | +6.11% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.56% | -0.12% | +3.75% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.40% | +2.68% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.54% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.52% | — | +6.75% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.48% | — | +6.68% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.42% | +0.06% | +7.60% | |
| 30 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.34% | — | +7.35% | |
| 31 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 1.32% | — | +4.31% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | +0.01% | — | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.28% | — | +10.17% | |
| 34 | MET | Metlife INC | 株式-金融 | 1.23% | — | +6.15% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 1.14% | — | +53.74% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.02% | +1.50% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.05% | — | +13.52% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.94% | -0.29% | +0.03% | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.94% | — | +10.29% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.88% | -0.03% | +0.78% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.86% | — | -27.48% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | -8.42% | |
| 43 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.80% | -0.06% | +5.18% | |
| 44 | ITW | Illinois Tool Works | 株式-資本財 | 0.78% | — | +6.78% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.74% | — | +6.14% | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.70% | — | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | +3.36% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.67% | — | — | |
| 49 | DVN | Devon Energy CORP | 株式-エネルギー | 0.49% | — | +9.17% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.48% | — | +0.39% |