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 | 23.12% | — | +2.86% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.49% | -0.28% | +2.84% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.94% | -0.30% | +2.76% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.19% | -0.16% | -0.32% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.03% | +0.28% | -6.09% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.36% | — | +0.62% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.09% | +0.06% | +5.81% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.08% | -0.26% | +2.22% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.83% | -0.06% | +0.72% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.62% | — | +3.14% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.31% | -0.02% | +2.45% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.12% | +0.13% | +1.26% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.10% | — | +3.64% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.07% | — | +3.51% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | — | -1.46% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.61% | +0.12% | +3.30% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.44% | — | +9.52% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.20% | — | +0.05% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.99% | — | — | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.96% | — | — | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 0.94% | — | — | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.88% | +0.12% | +0.01% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.06% | -0.34% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | +0.97% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.74% | — | -0.45% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.61% | — | +4.22% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | -0.17% | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.56% | — | +6.26% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.47% | — | +2.21% | |
| 30 | AXP | American Express Co | 株式-金融 | 0.45% | +0.07% | -6.61% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | — | +0.30% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | +0.11% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | +0.09% | NEW | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.36% | +0.21% | +1.43% | |
| 35 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.36% | — | — | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.35% | -0.08% | -0.36% | |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.33% | — | +24.78% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.33% | — | +25.58% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | — | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | -1.23% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.26% | — | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.25% | — | +36.63% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | +6.07% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.23% | — | +0.09% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | +0.06% | -0.48% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.20% | +0.06% | +0.49% | |
| 48 | BKE | Buckle Inc/the | 株式-その他 | 0.20% | -0.10% | +1.12% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.17% | -0.12% | EXIT | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.16% | — | +11.97% |