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 | 23.24% | — | +4.25% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.20% | -0.28% | -0.41% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.57% | -0.30% | +0.44% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.47% | -0.16% | -2.57% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.76% | +0.28% | +718.36% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.74% | -0.26% | +0.74% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.72% | — | -1.26% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.77% | — | +2.00% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.49% | +0.06% | +9.53% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.18% | — | +1.75% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.09% | -0.02% | -1.10% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.07% | -0.06% | -6.50% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.87% | — | -0.86% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.76% | +0.13% | -1.10% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.53% | — | -4.26% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.43% | — | +4.29% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.13% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.13% | +0.12% | +0.82% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.03% | — | -1.23% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | +0.06% | +2.87% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | — | -1.21% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | — | -0.78% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.71% | — | +108.87% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.68% | +0.12% | -1.57% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | +0.09% | NEW | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.46% | — | — | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.46% | — | +11.20% | |
| 28 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.45% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | +0.06% | +5.95% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | +3.70% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.43% | — | +6.11% | |
| 32 | AXP | American Express Co | 株式-金融 | 0.43% | +0.07% | — | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | — | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.41% | — | +13.16% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | +0.11% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | — | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | +0.29% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.35% | — | -1.66% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.33% | +0.21% | -13.84% | |
| 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 | 0.30% | — | — | |
| 42 | CLX | Clorox Company | 株式-生活必需品 | 0.29% | — | — | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.28% | — | — | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | +0.07% | NEW | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.26% | +0.10% | NEW | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.26% | — | +12.83% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.24% | — | -1.46% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | — | |
| 49 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.24% | — | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.21% | +0.06% | -1.71% |