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 | 6.34% | -1.59% | +15.81% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.39% | +0.25% | +5.87% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.36% | -0.54% | -0.09% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.21% | -0.57% | +5.43% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.40% | +0.02% | +6.13% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.87% | -0.08% | +5.94% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.43% | -0.20% | +7.21% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.99% | -0.23% | -14.46% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.91% | -0.15% | +8.69% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.50% | -0.29% | +14.53% | |
| 11 | ETN | Eaton Corporation plc | 株式-資本財 | 2.43% | — | +5.82% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.36% | — | +5.60% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.32% | +1.21% | +6.05% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.04% | +0.13% | +18.91% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.04% | -0.34% | +16.76% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.95% | -0.40% | -1.90% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.95% | -0.12% | +44.62% | |
| 18 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.91% | — | +8.42% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.74% | -0.03% | -3.71% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.69% | — | +7.31% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.63% | -1.39% | +5.67% | |
| 22 | PNC | Pnc Financial Services Group | 株式-金融 | 1.55% | — | +46.24% | |
| 23 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.54% | — | +1.48% | |
| 24 | ECL | Ecolab INC | 株式-素材 | 1.53% | — | +14.13% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.51% | +0.06% | +11.17% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.46% | -1.01% | -6.91% | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.40% | — | +5.61% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.28% | — | +11.09% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | -0.02% | +2.61% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.21% | — | +9.68% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | +0.01% | — | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 1.02% | — | +1.22% | |
| 34 | PCAR | Paccar INC | 株式-資本財 | 0.97% | — | -15.03% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.87% | -0.03% | — | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | -0.82% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.83% | -0.05% | +4.80% | |
| 38 | ITW | Illinois Tool Works | 株式-資本財 | 0.82% | — | -0.37% | |
| 39 | IR | Ingersoll-rand INC | 株式-資本財 | 0.81% | — | -6.61% | |
| 40 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.80% | -0.06% | +7.38% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.71% | — | +8.33% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.70% | — | +1.37% | |
| 43 | WDAY | Workday Inc-class A | 株式-IT | 0.67% | — | +16.10% | |
| 44 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.67% | — | +2.61% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.65% | -0.42% | — | |
| 46 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.57% | — | +18.23% | |
| 47 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.55% | — | +18.65% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.55% | — | +18.92% | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.53% | — | +241.77% | |
| 50 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.48% | +1.08% | -47.86% |