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 | 6.69% | -2.11% | +1.54% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.53% | -1.38% | +1.19% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.65% | -0.88% | +3.17% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.16% | — | +4.03% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.11% | -0.32% | +1.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.07% | -1.24% | +2.52% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.90% | -0.32% | +5.78% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.76% | -0.19% | +0.43% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.69% | -0.26% | +4.10% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.62% | -0.21% | +2.28% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.47% | — | +3.39% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.42% | -0.09% | +16.81% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.34% | — | +5.73% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 2.28% | — | -2.27% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.02% | -0.76% | +4.13% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | -0.16% | +2.69% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | -0.24% | -0.56% | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 1.56% | -0.22% | +17.06% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.47% | — | -0.70% | |
| 20 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.42% | — | -5.19% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.39% | — | +2.42% | |
| 22 | DE | Deere & Co | 株式-資本財 | 1.34% | — | +4.73% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.32% | — | +0.44% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.29% | — | +1.08% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | -0.22% | +4.01% | |
| 26 | LRCXEUR | Lam Research CORP | 株式-IT | 1.16% | — | +10.43% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.14% | +0.25% | -0.14% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.12% | — | +1.65% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.11% | — | +9.37% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.07% | -0.18% | +4.43% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.04% | -0.41% | -0.69% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.95% | +0.35% | +7.51% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | — | +0.70% | |
| 34 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.91% | — | -3.82% | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.84% | — | -2.00% | |
| 36 | ALL | Allstate CORP | 株式-金融 | 0.84% | — | +1.70% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | — | +12.57% | |
| 38 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.73% | — | +2.47% | |
| 39 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.71% | — | +4.32% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.71% | — | +8.38% | |
| 41 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.70% | — | -4.46% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +21.05% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.68% | — | -10.22% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.63% | -0.34% | +10.95% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.55% | — | -6.03% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +18.67% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.43% | +1.93% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.52% | -0.28% | +3.02% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.51% | — | +1.29% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.50% | — | +25.57% |