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 | 7.48% | -2.11% | +0.90% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.35% | -0.88% | +1.71% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.34% | -1.38% | +0.94% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.48% | -0.19% | +4.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.24% | -0.24% | -2.88% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.11% | -0.32% | -1.49% | |
| 7 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 2.85% | — | -10.81% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.80% | -1.24% | +0.90% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | — | -3.37% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.64% | — | -0.13% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.27% | -0.26% | +15.65% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.11% | — | +0.79% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.02% | — | -1.70% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.00% | -0.09% | +2.04% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.75% | -0.21% | +1.44% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.74% | — | -5.31% | |
| 17 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.73% | — | -18.06% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.73% | -0.16% | +9.05% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.57% | — | -14.16% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.51% | +0.25% | +0.23% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.49% | — | +0.41% | |
| 22 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 1.40% | — | +0.29% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.39% | — | -2.95% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.38% | -0.76% | +29.51% | |
| 25 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.34% | — | -8.07% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.33% | — | -15.83% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | — | -4.40% | |
| 28 | ALL | Allstate CORP | 株式-金融 | 1.21% | — | -0.83% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | -0.22% | +1.10% | |
| 30 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.09% | — | +2.38% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -11.62% | |
| 32 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.86% | — | +8.41% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | — | -23.06% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.85% | -0.32% | +94.79% | |
| 35 | LRCXEUR | Lam Research CORP | 株式-IT | 0.84% | — | +27.02% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | — | +16.24% | |
| 37 | PANW | Palo Alto Networks INC | 株式-IT | 0.79% | -0.22% | +12.03% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.75% | — | +4.80% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.73% | — | +58.60% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +31.47% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.58% | +0.35% | -19.65% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.51% | -0.18% | -5.90% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.51% | — | -16.62% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.49% | — | +3.60% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.49% | — | +18.02% | |
| 46 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.48% | — | +54.22% | |
| 47 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.48% | — | +13.19% | |
| 48 | IGE | Ishares North American Natur | ETF-その他 | 0.48% | — | — | |
| 49 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.48% | — | — | |
| 50 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.48% | — | +42.06% |