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 | 22.99% | — | +1.96% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.29% | -0.28% | -0.25% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.80% | -0.30% | +1.33% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.35% | -0.16% | -3.33% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.19% | +0.28% | +7.62% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.38% | — | +0.07% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.08% | -0.26% | +2.21% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.06% | +0.06% | +11.43% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.86% | -0.06% | +4.81% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.51% | — | +9.05% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.23% | -0.02% | -1.94% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.13% | +0.13% | +3.49% | |
| 13 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.07% | — | +8.05% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.04% | — | +4.98% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | — | +1.54% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.61% | +0.12% | +0.22% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.37% | — | +6.70% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.30% | — | -24.59% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | — | +0.11% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.97% | — | — | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 0.97% | — | +0.06% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.87% | +0.12% | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.06% | +0.01% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.77% | — | +0.03% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.76% | — | +3.26% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.59% | — | +8.24% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | — | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.52% | — | -16.43% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.50% | +0.07% | -0.38% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.47% | — | +15.20% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | +0.65% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | +0.18% | |
| 33 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.38% | — | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.37% | +0.21% | -13.17% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | +0.09% | NEW | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.34% | -0.08% | -0.09% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | +0.92% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +0.33% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.28% | — | -4.81% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.27% | — | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | +8.71% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | +0.06% | +0.17% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.21% | +0.06% | — | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.21% | — | -0.09% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.20% | — | — | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.19% | -0.12% | EXIT | |
| 48 | BKE | Buckle Inc/the | 株式-その他 | 0.17% | -0.10% | -10.61% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.16% | — | +0.16% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.15% | — | -2.03% |