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 | 12.57% | -0.23% | +24.28% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 7.26% | +0.25% | -12.67% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.77% | -0.27% | +25.71% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.11% | -1.60% | -1.97% | |
| 5 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 6.00% | +0.44% | -6.53% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 4.46% | -3.33% | -8.84% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.95% | +0.41% | +27.51% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.71% | -0.23% | +1.91% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.58% | -1.01% | EXIT | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.50% | +0.26% | — | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.40% | -0.10% | -10.29% | |
| 12 | CGGR | Cap Group Growth Equity | ETF-その他 | 2.94% | -0.17% | +24.98% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.64% | +0.33% | -9.68% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.06% | -0.32% | +1145.36% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.80% | -0.87% | +16.33% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.66% | +1.65% | +21.26% | |
| 17 | CGDV | Cap Group Dividend Value | ETF-その他 | 1.16% | -0.05% | -41.77% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | -0.08% | -0.36% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.95% | — | -45.11% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | — | +4.37% | |
| 21 | KR | Kroger Co | 株式-生活必需品 | 0.86% | +0.10% | -0.45% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.85% | -0.14% | -0.10% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | +3.10% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +4.61% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | +0.30% | -0.12% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | +4.37% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.73% | — | +1.84% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | — | +4.22% | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.69% | — | — | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 0.68% | +0.06% | +0.56% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | +0.23% | +1.70% | |
| 32 | GIS | General Mills INC | 株式-生活必需品 | 0.65% | +0.12% | +2.59% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.65% | -0.14% | +4.23% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.63% | -0.10% | +1.78% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | -0.08% | +127.48% | |
| 36 | AMED | Amedisys INC | 株式-その他 | 0.62% | — | — | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.62% | +0.11% | +2.24% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.11% | +3.02% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.60% | +0.16% | +2.94% | |
| 40 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | -0.06% | +128.69% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.09% | +8.45% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | — | +132.87% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.12% | +21.51% | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.13% | +6.82% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.46% | +0.19% | — | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.44% | -0.05% | — | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.43% | — | -7.39% | |
| 49 | LRCX | Lam Research CORP | 株式-IT | 0.40% | +0.13% | — | |
| 50 | CGUS | Cap Group Core Equity | ETF-その他 | 0.39% | — | +4.31% |