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 | 12.13% | -0.52% | +0.39% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.46% | +0.56% | +1.09% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 8.61% | +0.33% | +0.42% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.51% | -0.33% | +0.64% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.82% | +0.53% | +0.78% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.45% | -0.17% | +2.99% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.13% | — | +1.36% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.95% | -1.27% | +1.39% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.93% | -0.10% | -0.05% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.41% | -0.15% | -4.76% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.06% | — | +0.19% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.86% | — | +3.67% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.82% | +0.16% | +9.04% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.53% | -0.04% | -9.09% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.35% | — | -1.95% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.19% | +0.21% | +21.12% | |
| 17 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 1.13% | +0.16% | -3.62% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.09% | — | -0.12% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.08% | — | -2.91% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.90% | — | -1.97% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.88% | — | -0.48% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.82% | — | -2.99% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.18% | +11.38% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.29% | +0.59% | |
| 25 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 0.71% | — | -2.85% | |
| 26 | PFFV | Global X Variable Rate Pref | ETF-その他 | 0.70% | — | +1.54% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.64% | — | -1.00% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.63% | +0.21% | +12.08% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.06% | +15.13% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | +8.85% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | +2.78% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.54% | — | -1.87% | |
| 33 | LAZ | Lazard, Inc. | 株式-金融 | 0.53% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | -0.74% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | +12.48% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.08% | +14.26% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.42% | — | -0.79% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -3.41% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.40% | — | +2.00% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | -0.45% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | -1.25% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.35% | — | -0.36% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | -4.14% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.33% | — | -7.58% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.32% | — | -2.39% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | — | -1.85% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.28% | — | -0.05% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | +21.24% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.28% | -0.07% | +51.93% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.28% | — | +1.61% |