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 | 5.58% | -1.59% | +0.78% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.54% | -0.54% | -10.11% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.33% | +0.25% | +2.92% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.21% | -0.57% | +1.64% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.48% | -0.23% | -0.01% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.31% | +0.02% | +1.81% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.51% | -0.08% | -2.88% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.27% | -0.20% | +2.07% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.85% | -0.15% | -1.89% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.42% | — | -26.78% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.38% | +1.21% | -0.42% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.34% | -0.29% | +229.95% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.10% | -0.40% | -6.72% | |
| 14 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.08% | — | +11.21% | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 2.02% | — | -0.53% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.85% | -0.34% | +1.76% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.83% | -1.01% | +30.27% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.81% | +0.13% | +16.48% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.79% | — | +0.78% | |
| 20 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.68% | — | -3.85% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.64% | -0.12% | +5.48% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.64% | -1.39% | +1.34% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.63% | — | -3.28% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.57% | +0.06% | +6.45% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.32% | — | +10.67% | |
| 26 | ECL | Ecolab INC | 株式-素材 | 1.32% | — | — | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.28% | — | +3.89% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.28% | — | -4.78% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | -0.02% | +3.13% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | +0.01% | +2.26% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 1.17% | — | -5.87% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 1.16% | — | — | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 1.13% | -0.03% | -27.88% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.05% | +1.08% | +0.15% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 1.03% | — | -0.37% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.99% | — | -4.38% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.91% | — | +0.45% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.91% | -0.03% | — | |
| 39 | NOW | Servicenow INC | 株式-IT | 0.84% | -0.05% | +9.25% | |
| 40 | IR | Ingersoll-rand INC | 株式-資本財 | 0.81% | — | +4.92% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.80% | — | +0.80% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.78% | — | +20.42% | |
| 43 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.76% | -0.06% | +0.88% | |
| 44 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.75% | — | +3.43% | |
| 45 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.74% | — | +1.66% | |
| 46 | WDAY | Workday Inc-class A | 株式-IT | 0.66% | — | — | |
| 47 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.55% | — | +16.08% | |
| 48 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.54% | — | +13.05% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.54% | — | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.53% | — | +10.59% |