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 | NVDA | Nvidia CORP | 株式-IT | 9.31% | -0.88% | -2.35% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.37% | +0.45% | -2.20% | |
| 3 | ORCL | Oracle CORP | 株式-IT | 5.85% | -0.92% | -5.22% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.80% | -0.46% | +0.19% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.08% | -0.57% | -4.08% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.39% | +0.34% | -2.28% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.08% | +0.23% | -1.03% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.98% | +0.13% | -0.39% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.70% | +0.78% | +6.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.19% | -0.48% | -3.78% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.68% | +0.18% | -1.09% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.71% | — | -0.43% | |
| 13 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.58% | — | -1.55% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.53% | -0.15% | -4.26% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.35% | -0.09% | -3.54% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.35% | +0.11% | +1.92% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.35% | -0.08% | +0.25% | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.34% | -0.09% | +0.89% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.33% | — | -1.51% | |
| 20 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.27% | +0.06% | +3.32% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.21% | — | +2.63% | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.20% | +0.17% | -4.39% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.14% | -0.06% | +1.35% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.03% | -0.01% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.11% | -10.27% | |
| 26 | GM | General Motors Co | 株式-一般消費財 | 0.89% | -0.08% | -3.10% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.89% | — | +3.51% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.14% | -10.57% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.85% | — | -1.27% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.81% | -0.05% | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.17% | — | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.78% | — | +5.17% | |
| 33 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.77% | — | -4.52% | |
| 34 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.73% | — | — | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.72% | — | +2.71% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.06% | — | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.62% | -0.06% | -1.08% | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 0.61% | -0.11% | +2.21% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.59% | — | — | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | -2.53% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | -0.17% | -15.28% | |
| 42 | ALL | Allstate CORP | 株式-金融 | 0.56% | — | — | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | +0.13% | — | |
| 44 | ACN | Accenture plc | 株式-IT | 0.53% | -0.14% | +2.79% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.21% | — | |
| 46 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.52% | — | — | |
| 47 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.46% | — | -0.41% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | +0.53% | +30.57% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | — | -0.03% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.42% | — | -0.66% |