CIK: 0001760578
申告総資産額
$7.2億
| # | 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 | VTV | Vanguard Value ETF | ETF-その他 | 14.49% | -0.46% | +2.47% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 13.51% | -1.05% | +2.32% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 10.53% | -0.54% | +1.32% | |
| 4 | GSY | Invesco Ultra Short Duration | ETF-その他 | 6.71% | — | +4.02% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.25% | -0.37% | +1.69% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.83% | — | +2.05% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.64% | +0.55% | +4.22% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.48% | +0.18% | NEW | |
| 9 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 2.72% | +0.44% | +1.44% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.69% | — | — | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.03% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 2.00% | -0.23% | +30.50% | |
| 13 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.94% | — | +0.43% | |
| 14 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 1.71% | — | +0.58% | |
| 15 | COLD | Americold Realty Trust INC | 株式-不動産 | 1.69% | — | — | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.47% | — | +3.09% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | — | +164.30% | |
| 18 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.28% | — | -0.20% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.20% | — | -1.99% | |
| 20 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 1.03% | -0.84% | +4.34% | |
| 21 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 0.92% | — | — | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.81% | — | — | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.79% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | +6.36% | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 0.52% | — | +0.44% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | +273.38% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +32.25% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.49% | -0.54% | +0.54% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.47% | — | -5.61% | |
| 30 | ✓ | Global X Fds | 株式-その他 | 0.43% | — | — | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.20% | -11.79% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | — | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.41% | — | +1.09% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +13.84% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | -0.12% | +1.44% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +23.10% | |
| 38 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.28% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | +12.91% | |
| 40 | HBIOUSD | Harvard Bioscience INC | 株式-その他 | 0.27% | — | +7.56% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.27% | — | +16.56% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.26% | — | +15.18% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.25% | -0.13% | EXIT | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.25% | — | +16.69% | |
| 45 | IQLT | Ishares Msci International Q | ETF-その他 | 0.24% | — | +19.01% | |
| 46 | PAYX | Paychex INC | 株式-IT | 0.23% | — | — | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.16% | +7.13% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.22% | — | +0.12% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.20% | -1.22% | +209.01% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.20% | -0.12% | +0.36% |