CIK: 0001775361
申告総資産額
$1.5億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 13.70% | +0.74% | +5.01% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 11.72% | -0.13% | -1.26% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.58% | +0.16% | -2.47% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 8.00% | -0.14% | +3.19% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.81% | +0.34% | +8.86% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.14% | -0.27% | +3.94% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.14% | +0.10% | +19.60% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.10% | — | +79.69% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.82% | -0.07% | -0.53% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.68% | +0.08% | -1.73% | |
| 11 | RWO | State Street Spdr Dow Jones | ETF-その他 | 3.24% | — | +5.88% | |
| 12 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 3.02% | — | +5.84% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.64% | -0.49% | +2.11% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.53% | -0.15% | +1.56% | |
| 15 | UBS | UBS Group AG | 株式-金融 | 1.76% | — | +3.45% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.49% | +0.03% | -0.52% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.01% | +0.27% | -1.89% | |
| 18 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.78% | — | +3.46% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | -0.07% | +1.56% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.63% | — | +2.80% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | +0.01% | +7.80% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.54% | — | -1.66% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.53% | — | +8.27% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | -0.04% | +12.29% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | -0.04% | -2.61% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.47% | -0.02% | -0.14% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.03% | -1.37% | |
| 29 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.45% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | +0.02% | -0.50% | |
| 31 | D | Dominion Energy INC | 株式-公益事業 | 0.43% | — | +0.51% | |
| 32 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.41% | +0.01% | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | +0.02% | -0.12% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.39% | — | +5.26% | |
| 35 | LDOS | Leidos Holdings INC | 株式-IT | 0.39% | +0.04% | -1.35% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.38% | +0.01% | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.37% | +0.08% | -14.52% | |
| 38 | ✓ | Powershares Global ETF Trust | ETF-その他 | 0.34% | — | +1.31% | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.32% | — | +4.02% | |
| 40 | SAIC | Science Applications Inte | 株式-IT | 0.31% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | — | -2.97% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.27% | — | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.26% | — | — | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | — | — | |
| 45 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.23% | — | +3.39% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.23% | +0.02% | +10.27% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.21% | +0.01% | — | |
| 48 | T | At&t INC | 株式-通信サービス | 0.20% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | +0.01% | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | -0.09% | -13.81% |