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 | VUG | Vanguard Growth ETF | ETF-その他 | 6.52% | -0.54% | +1.89% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.17% | -1.59% | +4.98% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.15% | +0.25% | +1.00% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.64% | -0.57% | -19.49% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.50% | +0.02% | +2.17% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.87% | -0.23% | +2.19% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.68% | -0.20% | +3.71% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.46% | -0.08% | -0.37% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.27% | -0.15% | +6.82% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.57% | -0.29% | +2.69% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | -0.40% | +2.49% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.34% | — | +2.40% | |
| 13 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.10% | — | +11.47% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.08% | -0.34% | +2.97% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.05% | -0.08% | +3.60% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 2.03% | -0.03% | +8.14% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.97% | +0.06% | +12.05% | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 1.94% | -0.42% | +2.78% | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 1.94% | -0.41% | +8.74% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.87% | +0.48% | +6.93% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.86% | -1.39% | -6.46% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.69% | +0.13% | +0.36% | |
| 23 | ECL | Ecolab INC | 株式-素材 | 1.67% | — | -4.59% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.38% | — | +9.47% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.36% | — | +18.87% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.35% | -1.01% | +1298.50% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | — | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.26% | — | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.24% | — | +2.92% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | -0.02% | -13.30% | |
| 31 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.14% | +0.33% | +33.88% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | +0.01% | -3.52% | |
| 33 | NOW | Servicenow INC | 株式-IT | 0.97% | -0.05% | +2.58% | |
| 34 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.93% | -0.06% | -12.45% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | +9.63% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.91% | — | -19.15% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.88% | — | -52.73% | |
| 38 | PNC | Pnc Financial Services Group | 株式-金融 | 0.86% | — | +1.91% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.82% | — | +16.47% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.81% | -0.03% | +0.98% | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.76% | — | +7.88% | |
| 42 | PCAR | Paccar INC | 株式-資本財 | 0.73% | — | +25.34% | |
| 43 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.72% | +1.08% | +3.44% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.67% | — | +13.43% | |
| 45 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.61% | — | +2.69% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.57% | -0.03% | -15.23% | |
| 47 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.56% | — | +4.57% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.55% | — | +3.16% | |
| 49 | AXON | Axon Enterprise INC | 株式-資本財 | 0.49% | -0.14% | — | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.49% | — | +9.86% |