CIK: 0001732949
申告総資産額
$1.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.01% | -0.23% | — | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 9.33% | +0.25% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.35% | -1.60% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.36% | -0.27% | — | |
| 5 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 6.08% | +0.44% | — | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 5.51% | -3.33% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 4.62% | -0.23% | — | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 4.35% | -1.01% | EXIT | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.10% | -0.10% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.41% | +0.41% | — | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.26% | +0.33% | — | |
| 12 | CGGR | Cap Group Growth Equity | ETF-その他 | 2.87% | -0.17% | — | |
| 13 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.21% | -0.05% | — | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.87% | — | — | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.70% | -0.87% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.52% | +1.65% | — | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.97% | -0.08% | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.97% | -0.10% | — | |
| 19 | ETN | Eaton Corporation plc | 株式-資本財 | 0.93% | +0.06% | — | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | — | |
| 21 | KR | Kroger Co | 株式-生活必需品 | 0.88% | +0.10% | — | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.85% | -0.14% | — | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | — | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | — | — | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | +0.30% | — | |
| 27 | GIS | General Mills INC | 株式-生活必需品 | 0.76% | +0.12% | — | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | — | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.75% | +0.11% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.09% | — | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | +0.11% | — | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.70% | -0.14% | — | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | +0.23% | — | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | — | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.67% | +0.16% | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.58% | -0.12% | EXIT | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | — | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.56% | -0.13% | — | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.54% | — | — | |
| 40 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.52% | — | — | |
| 41 | CGUS | Cap Group Core Equity | ETF-その他 | 0.44% | — | — | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | -0.12% | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.12% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | — | |
| 45 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.37% | — | — | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | -0.08% | — | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.28% | -0.06% | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.26% | — | — | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.23% | — | — |