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 | 22.42% | — | +2.73% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.16% | -0.28% | +3.26% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.51% | -0.30% | +5.56% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.73% | -0.16% | -0.44% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.43% | +0.28% | -7.02% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.37% | — | +3.95% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.15% | -0.26% | +4.05% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.90% | +0.06% | +11.29% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.65% | -0.06% | +8.66% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.32% | — | +7.24% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.29% | -0.02% | +1.08% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.96% | +0.13% | +9.94% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.90% | — | +7.05% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.80% | — | -0.29% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.79% | — | +9.86% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.72% | — | +1.61% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.60% | +0.12% | +2.02% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.49% | — | +13.82% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.06% | +0.12% | +0.30% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | — | +6.56% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.03% | — | +0.45% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.91% | — | +1.46% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | — | -0.83% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 0.78% | — | +75.95% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.06% | -1.05% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.72% | — | +7.95% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.60% | +0.07% | +1.19% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.58% | — | +8.35% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.56% | — | +11.34% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +1.59% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | — | +7.67% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.42% | — | +9.86% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.41% | +0.21% | +5.52% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +0.51% | |
| 35 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.36% | — | +0.66% | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.35% | -0.08% | +1.76% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | +0.09% | NEW | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.32% | — | +0.12% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.31% | — | +0.72% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | +0.06% | +4.86% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.28% | — | — | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.28% | — | -13.25% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | +2.53% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | +10.61% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.23% | — | +11.75% | |
| 46 | BKE | Buckle Inc/the | 株式-その他 | 0.22% | -0.10% | +6.84% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.22% | +0.06% | +0.04% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.21% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | +0.20% | -1.87% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.16% | -0.12% | EXIT |