CIK: 0001762388
申告総資産額
$1.9億
| # | 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 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 8.65% | -7.81% | EXIT | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.02% | -7.97% | EXIT | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.49% | -5.48% | EXIT | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.46% | -4.63% | EXIT | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 4.35% | -4.67% | EXIT | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.11% | -2.60% | EXIT | |
| 7 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 2.87% | -2.63% | EXIT | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.82% | -2.71% | EXIT | |
| 9 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.72% | -2.51% | EXIT | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.30% | -2.17% | EXIT | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.16% | -2.12% | EXIT | |
| 12 | BLKCHF | Blackrock INC | 株式-その他 | 1.63% | -1.32% | EXIT | |
| 13 | TGT | Target CORP | 株式-一般消費財 | 1.53% | -1.44% | EXIT | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | -1.57% | EXIT | |
| 15 | CTVA | Corteva INC | 株式-素材 | 1.43% | -1.51% | EXIT | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.43% | -1.34% | EXIT | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.36% | -1.36% | EXIT | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.34% | -1.24% | EXIT | |
| 19 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.34% | -1.16% | EXIT | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.34% | — | -9.03% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.27% | -1.16% | EXIT | |
| 22 | ICE | Intercontinental Exchange In | 株式-金融 | 1.27% | -0.62% | EXIT | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.23% | -1.22% | EXIT | |
| 24 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 1.19% | -1.19% | EXIT | |
| 25 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.19% | -1.10% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.19% | -1.22% | EXIT | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | -1.13% | EXIT | |
| 28 | RSG | Republic Services INC | 株式-資本財 | 1.17% | -1.12% | EXIT | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 1.17% | -1.16% | EXIT | |
| 30 | PGR | Progressive CORP | 株式-金融 | 1.15% | -1.04% | EXIT | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | -1.11% | EXIT | |
| 32 | WM | Waste Management INC | 株式-資本財 | 1.11% | -1.13% | EXIT | |
| 33 | AXP | American Express Co | 株式-金融 | 1.10% | -1.21% | EXIT | |
| 34 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.09% | -0.93% | EXIT | |
| 35 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.08% | -0.98% | EXIT | |
| 36 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.07% | -1.02% | EXIT | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | -0.99% | EXIT | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 1.04% | -1.04% | EXIT | |
| 39 | CME | Cme Group INC | 株式-金融 | 1.03% | -1.07% | EXIT | |
| 40 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.01% | -1.06% | EXIT | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.99% | -1.06% | EXIT | |
| 42 | AEP | American Electric Power | 株式-公益事業 | 0.95% | -0.93% | EXIT | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.87% | EXIT | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.65% | -0.62% | EXIT | |
| 45 | PSX | Phillips 66 | 株式-エネルギー | 0.65% | -1.13% | EXIT | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.52% | -1.02% | EXIT | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | -0.45% | EXIT | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | -0.44% | EXIT | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.47% | -0.46% | EXIT | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | — | +0.79% |