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 | 22.87% | — | +3.02% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.33% | -0.28% | +3.25% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.55% | -0.30% | +5.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.66% | -0.16% | +0.03% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.71% | +0.28% | -14.30% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.40% | — | +3.63% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.09% | -0.26% | +2.37% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.82% | +0.06% | +3.75% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.76% | -0.06% | +2.91% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.47% | -0.02% | -0.71% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.26% | — | +6.07% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.04% | +0.13% | +5.04% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.96% | — | +5.92% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.90% | — | +7.89% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.87% | — | +0.08% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | — | -1.11% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.59% | +0.12% | +1.27% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.29% | — | -1.37% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | — | +0.01% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | — | -1.66% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.98% | — | +2.23% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | +0.12% | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.06% | +0.12% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | +0.16% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.75% | — | +112.64% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.59% | — | +5.47% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.57% | +0.07% | -0.05% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.56% | — | +1.97% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | -0.17% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | — | -47.55% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | +5.78% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.44% | +0.21% | +6.48% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | +0.09% | NEW | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.41% | — | +102.61% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | — | +0.15% | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.37% | — | -0.09% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.34% | -0.08% | -0.05% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.31% | — | -0.39% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.30% | — | — | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +1.35% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.27% | — | — | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | +0.06% | +2.06% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.23% | — | — | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.22% | — | +0.13% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.21% | +0.06% | -3.42% | |
| 47 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.20% | — | — | |
| 48 | BKE | Buckle Inc/the | 株式-その他 | 0.19% | -0.10% | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | +0.20% | +16.19% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.18% | -0.12% | EXIT |