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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.07% | +0.45% | -0.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.39% | -0.46% | -3.66% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.04% | -0.57% | -2.79% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.75% | +0.13% | -0.27% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.70% | +0.23% | -1.68% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.62% | +0.34% | +4.28% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 4.06% | -0.88% | -4.93% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 3.68% | -0.92% | -3.74% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.60% | -0.09% | -1.55% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.50% | +0.78% | -20.29% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.38% | +0.18% | -0.29% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.72% | -0.48% | -0.83% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.35% | — | -1.08% | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.63% | — | +2.90% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.62% | — | +2.78% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.36% | +0.11% | +118.87% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.35% | +0.06% | -2.51% | |
| 18 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.31% | +0.17% | -1.47% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.29% | — | +0.46% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.29% | -0.15% | -0.46% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.27% | -0.08% | — | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.26% | -0.05% | -1.20% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.21% | — | +3.79% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.18% | -0.06% | -2.55% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.13% | -0.01% | -1.35% | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.13% | -0.09% | -0.70% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.07% | — | +0.30% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.03% | -0.06% | -1.35% | |
| 29 | ACN | Accenture plc | 株式-IT | 0.98% | -0.14% | — | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.96% | — | +4.21% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.14% | -3.39% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | +0.17% | +0.76% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | -0.17% | -2.13% | |
| 34 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.85% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.21% | — | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.84% | -0.11% | +2.59% | |
| 37 | ALL | Allstate CORP | 株式-金融 | 0.83% | — | -1.73% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | -0.11% | — | |
| 39 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.72% | — | -2.04% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.71% | — | +2.16% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | +0.13% | -2.98% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.64% | — | +7.20% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.58% | +0.09% | +0.83% | |
| 44 | GM | General Motors Co | 株式-一般消費財 | 0.58% | -0.08% | +2.03% | |
| 45 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.54% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | -0.06% | — | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.51% | +0.18% | — | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.51% | — | +2.93% | |
| 49 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.51% | — | — | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | — |