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 | 7.95% | -2.11% | +11.23% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.29% | -0.88% | -6.52% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.19% | -0.24% | +11.24% | |
| 4 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 4.15% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 4.08% | -1.38% | -12.68% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.64% | — | +7.92% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.35% | -0.32% | +26.15% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.95% | — | +20.10% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.79% | — | +16.08% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.79% | — | +9.30% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.78% | -0.19% | +5.45% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.60% | -1.24% | -4.93% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.53% | — | -0.77% | |
| 14 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.36% | — | +19.63% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.30% | -0.16% | -8.82% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.29% | — | -1.08% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.24% | — | -3.46% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.95% | -0.21% | -7.14% | |
| 19 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.75% | — | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.73% | -0.09% | -10.86% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.68% | +0.25% | +1.01% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.66% | — | +0.27% | |
| 23 | ALL | Allstate CORP | 株式-金融 | 1.66% | — | -12.94% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.64% | — | -13.66% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.55% | — | -1.63% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.48% | — | -2.37% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.22% | +8.89% | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 1.05% | — | -20.88% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | -0.26% | +106.17% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | +4.39% | |
| 31 | DE | Deere & Co | 株式-資本財 | 0.96% | — | -3.58% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.95% | — | -23.25% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.95% | +0.35% | -3.97% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.90% | — | -15.29% | |
| 35 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.82% | — | +156.68% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | +0.58% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.77% | — | -1.11% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.77% | — | -6.08% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.73% | -0.18% | — | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.70% | — | -4.96% | |
| 41 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.62% | — | -12.32% | |
| 42 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.58% | — | -16.71% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.54% | — | +14.28% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | — | +2.53% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.51% | — | -18.38% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.47% | — | +9.72% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | +0.96% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.46% | — | -7.71% | |
| 49 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.45% | — | — | |
| 50 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.44% | — | -6.98% |