CIK: 0001729847
申告総資産額
$4.1億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.61% | -2.11% | +4.08% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.56% | -1.38% | +2.61% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.44% | -0.88% | +17.68% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.17% | -0.19% | +2.04% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.05% | — | +17.79% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.00% | -0.24% | +1.58% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.28% | — | +3.89% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.26% | -1.24% | +0.48% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.03% | — | +1.53% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.03% | -0.16% | +0.86% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.93% | — | -1.24% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.66% | — | +2.47% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.66% | — | +1.77% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.65% | -0.09% | +1.65% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.27% | -0.18% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.12% | — | +6.50% | |
| 17 | ✓ | Andeavor Logistics LP | 株式-その他 | 2.12% | — | +0.72% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 2.09% | — | +5.04% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.07% | — | -1.97% | |
| 20 | ALL | Allstate CORP | 株式-金融 | 2.06% | — | +1.46% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.90% | — | +10.81% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.84% | +0.25% | +7.03% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.73% | -0.21% | +6.59% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.72% | — | +6.80% | |
| 25 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 1.72% | — | +0.21% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.54% | — | -4.19% | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.46% | — | +12.16% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.37% | +0.35% | +9.23% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.29% | -0.26% | — | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.26% | — | +6.83% | |
| 31 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.13% | — | +0.51% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.04% | — | +0.03% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | +43.53% | |
| 34 | DE | Deere & Co | 株式-資本財 | 1.00% | — | -6.21% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.88% | -0.41% | +12.30% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | +2.92% | |
| 37 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.77% | — | +13.04% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.74% | — | +5.83% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.69% | — | +6.80% | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.66% | — | -0.29% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.65% | — | -33.63% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.56% | — | -3.53% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | — | +5.67% | |
| 44 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 0.49% | — | — | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.46% | — | — | |
| 46 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.43% | — | +3.04% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | -1.66% | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.40% | — | +20.42% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | — | +4.27% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.38% | — | — |