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 | 6.31% | -2.11% | -0.48% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.52% | -1.38% | -0.56% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.05% | -0.88% | +1.81% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.16% | -0.21% | -0.15% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 3.00% | -0.32% | -1.79% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.96% | -0.32% | -0.87% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.87% | -0.19% | -1.09% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.87% | -1.24% | +1.18% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.82% | — | +1.41% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.78% | -0.26% | +1.69% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.65% | -0.76% | +2.07% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.33% | — | +0.19% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.29% | -0.43% | +15.62% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.23% | -0.09% | +0.70% | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 2.12% | -0.22% | -0.73% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | -0.16% | +0.50% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.00% | — | +0.25% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.63% | — | -5.74% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.55% | — | -0.67% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | -0.24% | -2.50% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.36% | — | +1.46% | |
| 22 | LRCXEUR | Lam Research CORP | 株式-IT | 1.26% | — | +8.52% | |
| 23 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 1.24% | — | -0.20% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.18% | — | -1.01% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | -0.22% | +1.89% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.12% | — | +0.89% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.11% | — | -0.98% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.10% | — | -0.15% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | -1.01% | +2.09% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.02% | +0.25% | -2.70% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.02% | -0.18% | +3.22% | |
| 32 | DE | Deere & Co | 株式-資本財 | 1.00% | — | +0.78% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | +1.84% | |
| 34 | ALL | Allstate CORP | 株式-金融 | 0.95% | — | -1.87% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.87% | +0.35% | -1.97% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.86% | -0.28% | +958.44% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.84% | — | +415.69% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | -0.41% | -1.42% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | — | +5.03% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.79% | — | +3.04% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.77% | — | +0.09% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | — | +39.75% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.75% | — | +12.93% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.69% | -0.18% | -20.05% | |
| 45 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.63% | — | +5.34% | |
| 46 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.62% | — | -14.34% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.58% | -0.34% | -0.63% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.58% | — | +1.28% | |
| 49 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.57% | — | -3.63% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.52% | -0.19% | -1.18% |