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 | 11.45% | -0.52% | -9.63% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.63% | +0.56% | +1.96% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.03% | +0.33% | +16.28% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.66% | -0.33% | -0.72% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.13% | +0.53% | +1.20% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.90% | -0.17% | -24.11% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.10% | — | +8.25% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.94% | -0.10% | -1.39% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.90% | -1.27% | +0.68% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.28% | +0.16% | +24.40% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.03% | — | -3.42% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.94% | — | -0.58% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.77% | +0.52% | — | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.74% | -0.15% | -20.92% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.59% | +0.21% | +28.29% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.39% | -0.04% | -3.91% | |
| 17 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 1.21% | +0.16% | +10.50% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.11% | — | -1.15% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.95% | — | +8.96% | |
| 20 | ✓ | 株式-その他 | 0.86% | — | — | ||
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.86% | — | -5.24% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.84% | — | -25.41% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.18% | -3.91% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.76% | +0.21% | +17.83% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.29% | +1.33% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | -13.29% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | +36.00% | |
| 28 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 0.69% | — | -0.47% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.64% | — | -2.84% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | +0.49% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.06% | -17.31% | |
| 32 | LAZ | Lazard, Inc. | 株式-金融 | 0.54% | — | — | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.54% | — | -3.99% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +11.79% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.47% | — | +14.12% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.45% | — | +10.13% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -0.77% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | +35.12% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -13.03% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +12.60% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.35% | — | -40.45% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.31% | — | -0.86% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | -4.40% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | -3.03% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.30% | -0.05% | -1.05% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.30% | — | -9.68% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.08% | -14.32% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.28% | — | +0.01% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.27% | — | -0.43% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | -0.10% | -12.23% |