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 | 6.22% | -2.11% | -0.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.33% | -1.38% | -0.02% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.38% | -0.88% | +0.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.31% | -1.24% | -0.65% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.22% | -0.21% | -0.45% | |
| 6 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.07% | -0.32% | +0.01% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.01% | -0.32% | +2.55% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.00% | -0.19% | +0.71% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.86% | -0.76% | +1.10% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.85% | -0.26% | +1.74% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.69% | — | -0.67% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.27% | — | -1.82% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 2.26% | -0.22% | +0.19% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.15% | -0.43% | +1723.24% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | -0.16% | +0.34% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.05% | -0.09% | -2.01% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.85% | — | +0.11% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.68% | — | -5.85% | |
| 19 | LRCXEUR | Lam Research CORP | 株式-IT | 1.61% | — | +0.83% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.49% | — | +2.23% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.44% | -0.24% | -7.31% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.31% | — | +0.40% | |
| 23 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.27% | — | +12.28% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.17% | — | -1.26% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | -0.22% | +3.21% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | -1.06% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.10% | — | +0.14% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.03% | +0.25% | +1.72% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | +2.41% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.98% | -0.18% | +17.25% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | -1.01% | -0.23% | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.95% | — | +1.77% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.91% | -0.18% | +8.41% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.88% | +0.35% | -0.33% | |
| 35 | ALL | Allstate CORP | 株式-金融 | 0.87% | — | -1.19% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | -0.19% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.82% | -0.41% | -4.12% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.81% | -0.28% | +0.32% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.77% | — | +8.48% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.77% | — | +2.14% | |
| 41 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.75% | — | -6.25% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.72% | — | +4.93% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | +6.49% | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.60% | — | +20.41% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | +7.04% | |
| 46 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.59% | — | -4.95% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.58% | — | +5.63% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.57% | — | -7.17% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.56% | — | +4.37% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.55% | -0.34% | +0.64% |