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 | 21.45% | — | +1.05% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.47% | -0.28% | -0.12% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 10.72% | -0.30% | -1.84% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.92% | -0.16% | +1.15% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.99% | +0.28% | +12.45% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.90% | — | -0.69% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.23% | — | +1.13% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.20% | -0.26% | -0.53% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | +0.06% | +9.09% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.22% | — | +308.33% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.02% | -0.06% | +2.70% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.95% | -0.02% | +0.13% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.93% | +0.13% | +107.61% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.88% | — | +4.13% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.78% | — | +0.61% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.55% | — | +4.03% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.44% | +0.12% | +13.86% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.06% | — | +48.16% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.01% | — | +0.46% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.98% | — | -8.28% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 0.93% | — | +0.04% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.06% | -2.76% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | — | +0.76% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.67% | +0.12% | — | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.47% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | +0.06% | -4.30% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.43% | +0.07% | -2.13% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.42% | — | — | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | +0.09% | NEW | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.40% | — | +4.02% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.37% | — | -5.78% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.37% | — | +18.19% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | -4.07% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.36% | — | +1.14% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | -3.26% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.35% | +0.21% | +15.96% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.34% | — | — | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | — | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.33% | — | -3.45% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.31% | — | -11.63% | |
| 41 | ETN | Eaton Corporation plc | 株式-資本財 | 0.30% | -0.08% | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | +0.51% | |
| 43 | BKE | Buckle Inc/the | 株式-その他 | 0.29% | -0.10% | -1.49% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | — | +2.51% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.28% | — | +0.52% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | — | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.26% | +0.10% | NEW | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | +0.11% | +6.10% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.21% | +0.06% | -2.56% | |
| 50 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.21% | — | — |