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 | 14.79% | -0.23% | +4.99% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.56% | -0.27% | -7.56% | |
| 3 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 7.50% | +0.44% | -4.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.43% | -1.60% | -2.07% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.35% | +0.26% | -17.47% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-その他 | 4.29% | -0.17% | +11.23% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.17% | -0.87% | +197.68% | |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 3.69% | -0.31% | +7.86% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 3.56% | -3.33% | -0.06% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 3.46% | +1.65% | +79.03% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.26% | +0.41% | -23.81% | |
| 12 | AAPL | Apple INC | 株式-IT | 3.22% | -0.23% | -6.24% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.13% | -0.32% | -14.87% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.95% | +0.25% | +36.47% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.51% | -0.10% | +0.58% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.70% | +0.23% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.49% | +0.33% | -21.72% | |
| 18 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.01% | -1.01% | EXIT | |
| 19 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.94% | -0.05% | -1.83% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.82% | — | +0.71% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.81% | -0.10% | -0.62% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | -0.14% | -0.28% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.09% | -13.03% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | -0.57% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | -0.08% | +100.00% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | -0.08% | +0.45% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | -0.32% | |
| 28 | LRCX | Lam Research CORP | 株式-IT | 0.59% | +0.13% | -0.48% | |
| 29 | KR | Kroger Co | 株式-生活必需品 | 0.59% | +0.10% | -0.29% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | -0.75% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | -0.83% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | -2.40% | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 0.53% | -0.05% | -0.31% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.53% | -0.14% | -0.62% | |
| 35 | ETN | Eaton Corporation plc | 株式-資本財 | 0.53% | +0.06% | -0.58% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | -0.06% | — | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | — | -4.60% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.50% | -0.13% | +3.19% | |
| 39 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.49% | — | +55.21% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.48% | +0.11% | -0.97% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.11% | -9.15% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.45% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | -7.78% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.44% | +4.16% | — | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.12% | +0.15% | |
| 46 | NTAP | Netapp INC | 株式-IT | 0.38% | — | -1.10% | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.33% | — | -6.36% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.33% | -0.16% | -1.99% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.32% | -0.12% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.28% | +0.08% | -4.57% |