CIK: 0001631930
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 | AAPL | Apple INC | 株式-IT | 7.06% | -0.46% | -3.49% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.40% | +0.23% | +0.59% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.32% | -0.57% | +1.54% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.05% | +0.13% | +0.83% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.42% | — | -16.44% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.99% | -0.09% | +3.27% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.61% | +0.18% | +0.71% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.49% | +0.34% | +14.95% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.41% | — | -1.60% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 2.99% | -0.92% | -0.94% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.98% | +0.45% | +89.57% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.73% | -0.48% | -0.88% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.58% | -0.06% | +0.58% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.33% | -0.88% | — | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.99% | -0.05% | +0.78% | |
| 16 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.89% | — | +2.52% | |
| 17 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.80% | — | -20.42% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.69% | -0.15% | — | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.42% | +0.06% | — | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.41% | — | -1.14% | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.34% | +0.17% | — | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.24% | -0.01% | +1.17% | |
| 23 | ALL | Allstate CORP | 株式-金融 | 1.22% | — | -2.56% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.18% | -0.08% | -4.46% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.14% | -4.23% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.15% | -0.06% | +1.52% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.12% | +0.13% | +1.16% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.11% | — | +5.23% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | +0.17% | -1.63% | |
| 30 | ACN | Accenture plc | 株式-IT | 1.05% | -0.14% | -3.86% | |
| 31 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.04% | — | +1.57% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | -0.17% | +3.25% | |
| 33 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.01% | — | -1.01% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.21% | -3.32% | |
| 35 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.97% | -0.09% | +14.32% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.83% | +0.09% | -1.28% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.11% | — | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 0.79% | -0.11% | -0.38% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.77% | +0.05% | -1.99% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.76% | — | +5.17% | |
| 41 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.75% | — | -6.39% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.75% | — | -36.17% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.66% | — | -4.33% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.65% | — | +33.79% | |
| 45 | VLO | Valero Energy CORP | 株式-エネルギー | 0.61% | +0.18% | -1.74% | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.60% | — | — | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.06% | +1900.00% | |
| 48 | GM | General Motors Co | 株式-一般消費財 | 0.54% | -0.08% | -1.76% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.54% | — | +2.18% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.52% | — | — |