CIK: 0001775530
申告総資産額
$3.4億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 24.15% | — | +32.98% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.78% | -0.28% | +17.28% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.95% | -0.30% | +23.54% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.30% | -0.16% | +0.06% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.91% | — | +19.22% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.89% | -0.26% | +22.57% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.83% | — | +21.76% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.47% | +0.06% | +16.61% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.45% | -0.06% | +24.47% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.30% | -0.02% | +1.41% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.23% | — | +35.37% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | — | +1.14% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.87% | +0.13% | +38.73% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.67% | — | +30.97% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.41% | — | +7.18% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | +0.06% | +0.07% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.14% | — | +0.06% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.11% | +0.12% | +1.90% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.06% | — | +0.12% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | — | +2.49% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 0.83% | +0.12% | -7.32% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | +0.28% | -2.38% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | +0.09% | NEW | |
| 24 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.49% | — | -0.83% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.49% | — | +44.27% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | — | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | +27.39% | |
| 28 | AXP | American Express Co | 株式-金融 | 0.46% | +0.07% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | +0.06% | +0.18% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.45% | — | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +0.32% | |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.43% | — | -3.49% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.42% | +0.21% | -2.00% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.41% | — | — | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.40% | — | +37.75% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | — | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.39% | — | — | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.38% | — | +8.02% | |
| 39 | BKE | Buckle Inc/the | 株式-その他 | 0.36% | -0.10% | +16.88% | |
| 40 | ETN | Eaton Corporation plc | 株式-資本財 | 0.32% | -0.08% | — | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.32% | — | -1.98% | |
| 42 | CLX | Clorox Company | 株式-生活必需品 | 0.32% | — | +0.74% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.30% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | +0.07% | NEW | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.28% | +0.10% | NEW | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | — | — | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.26% | — | +64.05% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.25% | — | +0.37% | |
| 49 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.25% | — | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.22% | — | — |