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 | 6.84% | -2.11% | +3.25% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.02% | -1.38% | -1.83% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.27% | -0.88% | +0.85% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.35% | -0.32% | +8.90% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.33% | — | +0.71% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.17% | -1.24% | +0.34% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.09% | -0.19% | +2.51% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.75% | -0.32% | +15.06% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.61% | — | +1.37% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.43% | -0.21% | +2.06% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.40% | -0.26% | +2.13% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.24% | -0.09% | +2.16% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.14% | — | +2.12% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.91% | -0.24% | -2.24% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.78% | -0.76% | +4.07% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.71% | — | -1.70% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.70% | -0.16% | +4.70% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.62% | — | +3.05% | |
| 19 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.58% | — | -0.48% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.50% | — | +101.51% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.32% | +0.25% | +0.44% | |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.28% | — | +0.43% | |
| 23 | PANW | Palo Alto Networks INC | 株式-IT | 1.19% | -0.22% | +2.21% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.19% | — | +24.85% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | -0.22% | +6.14% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.17% | — | +4.69% | |
| 27 | DE | Deere & Co | 株式-資本財 | 1.14% | — | +2.13% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.08% | — | +1.42% | |
| 29 | ALL | Allstate CORP | 株式-金融 | 1.07% | — | +0.75% | |
| 30 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.95% | — | +10.48% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.93% | -0.18% | +1.61% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.90% | — | -4.36% | |
| 33 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.83% | — | +151.17% | |
| 34 | LRCXEUR | Lam Research CORP | 株式-IT | 0.81% | — | -0.50% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | +52.76% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | — | +10.56% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | — | -0.91% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +5.38% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | +3.72% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.66% | — | +7.73% | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.60% | — | -2.74% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.59% | — | -23.76% | |
| 43 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.58% | — | -3.45% | |
| 44 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.57% | — | +2.19% | |
| 45 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.57% | — | — | |
| 46 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.57% | — | +8.98% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -2.17% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.54% | — | -33.43% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | -28.76% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.53% | +0.35% | +7.66% |