CIK: 0001731878
申告総資産額
$4.3億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 13.60% | -0.52% | -0.53% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 11.40% | +0.56% | +0.37% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.60% | +0.33% | +4.91% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.57% | +0.53% | +0.67% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 4.73% | — | +1.30% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.14% | — | +30.41% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.98% | -1.27% | +54.28% | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.62% | — | +3.85% | |
| 9 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 2.59% | — | — | |
| 10 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 2.48% | — | +5.56% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.38% | — | +2.15% | |
| 12 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 2.29% | — | -0.58% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.27% | — | +2.66% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.19% | — | -54.37% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.02% | — | +1.62% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.61% | — | +2.71% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.12% | -0.33% | +268.88% | |
| 18 | LAZ | Lazard, Inc. | 株式-金融 | 1.04% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | -0.10% | -11.47% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.99% | -0.17% | +42.43% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.95% | — | +1.99% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 0.89% | — | +193.75% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | +0.16% | -16.32% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | -0.29% | -2.18% | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.72% | — | +1.06% | |
| 26 | ✓ | Ishares Tr | 株式-その他 | 0.70% | — | +0.74% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.65% | — | — | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.53% | — | +1.23% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.49% | -0.18% | +1.62% | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.46% | — | +0.37% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +2.50% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.45% | -0.15% | -2.60% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | +27.55% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.41% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | -0.06% | +33.54% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | -4.55% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.37% | +0.21% | -2.55% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | -10.22% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | +0.13% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +4.08% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | +7.88% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | — | +40.88% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | — | -1.11% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.32% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.31% | — | +0.46% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | +48.55% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.30% | — | — | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.30% | — | -5.80% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.28% | — | — | |
| 50 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.28% | — | — |