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 | 6.58% | -2.11% | +3.40% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.55% | -1.38% | +0.19% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.63% | -0.88% | +1.43% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.68% | — | +0.50% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.30% | -1.24% | +0.56% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.03% | -0.32% | +5.83% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.02% | -0.19% | +3.91% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.76% | — | +1.97% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.35% | -0.32% | +11.52% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.35% | -0.26% | +3.85% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | -0.16% | +1.95% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | -0.24% | -1.65% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.98% | -0.21% | +2.90% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.80% | — | +1.60% | |
| 15 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.75% | — | -1.00% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.75% | — | +1.65% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.73% | — | +0.31% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.71% | — | -0.52% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.76% | +10.87% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.54% | -0.09% | +2.19% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.46% | — | -0.87% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.41% | +0.25% | +3.29% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | — | +1.52% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | -0.22% | +6.65% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | +1.44% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.11% | — | +1.15% | |
| 27 | ALL | Allstate CORP | 株式-金融 | 1.09% | — | +1.33% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.01% | — | +23.39% | |
| 29 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.00% | — | — | |
| 30 | DE | Deere & Co | 株式-資本財 | 0.98% | — | -1.41% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 0.97% | -0.22% | — | |
| 32 | LRCXEUR | Lam Research CORP | 株式-IT | 0.95% | — | +0.14% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.93% | -0.18% | +7.84% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.93% | — | +0.19% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.91% | — | -1.46% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.89% | — | +3.14% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.88% | — | -0.20% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.78% | — | +30.34% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | +5.03% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +1.78% | |
| 41 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.69% | — | -0.71% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.68% | — | +33.14% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.66% | — | +5.55% | |
| 44 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.64% | — | +1.59% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | +7.19% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.61% | +0.35% | +7.10% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.60% | — | -0.56% | |
| 48 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.60% | — | +0.64% | |
| 49 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.57% | — | -2.58% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | -0.95% |