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 | 7.12% | -2.11% | -1.46% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.94% | -1.38% | -1.00% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.75% | -0.88% | -3.42% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.46% | -0.19% | -0.73% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.33% | — | +7.48% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.09% | -0.32% | +3.78% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.72% | -0.24% | -5.85% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.69% | — | +1.57% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.67% | -1.24% | -2.22% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.36% | -0.26% | +1.58% | |
| 11 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 2.16% | — | -2.48% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.94% | -0.16% | +1.86% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.94% | — | -2.45% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.84% | — | -1.03% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.84% | -0.21% | +4.22% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.83% | -0.09% | +5.62% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.68% | — | -3.19% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.59% | -0.32% | +35.29% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.43% | — | +10.99% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.39% | — | +6.75% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.34% | +0.25% | -1.30% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.31% | — | -5.68% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.76% | +5.54% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.22% | — | +0.40% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.16% | — | -7.87% | |
| 26 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 1.15% | — | -0.68% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.12% | — | +63.93% | |
| 28 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.10% | — | -3.66% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +2.87% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | -0.22% | -0.23% | |
| 31 | ALL | Allstate CORP | 株式-金融 | 1.05% | — | -1.56% | |
| 32 | DE | Deere & Co | 株式-資本財 | 1.00% | — | -0.35% | |
| 33 | LRCXEUR | Lam Research CORP | 株式-IT | 0.98% | — | -0.13% | |
| 34 | PANW | Palo Alto Networks INC | 株式-IT | 0.95% | -0.22% | -0.91% | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.91% | — | +1.73% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | -1.56% | |
| 37 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.84% | — | -0.82% | |
| 38 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.76% | — | +3.87% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.73% | — | +8.86% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | +8.93% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | +12.42% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.62% | — | +354.50% | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.61% | — | +4.61% | |
| 44 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.61% | — | +12.26% | |
| 45 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.61% | — | +129.50% | |
| 46 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.61% | — | +22.12% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.61% | — | +13.71% | |
| 48 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.60% | — | +361.93% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | — | -6.45% | |
| 50 | IYT | Ishares US Transportation Et | ETF-その他 | 0.58% | — | +17.81% |