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 | 13.14% | -0.52% | -0.34% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.93% | +0.56% | +1.02% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 10.05% | +0.33% | -0.54% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.64% | -0.33% | -0.27% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.15% | +0.53% | +2.35% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.93% | -0.17% | +3.90% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.10% | -0.10% | -8.74% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.93% | — | +0.99% | |
| 9 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.81% | -1.27% | +1.64% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.33% | +0.16% | -0.38% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.12% | +0.52% | +15.10% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.92% | — | -7.03% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.91% | — | -5.00% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.32% | +0.21% | -11.39% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.26% | -0.15% | -11.31% | |
| 16 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 1.13% | +0.16% | +0.49% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.08% | -0.04% | -7.37% | |
| 18 | ✓ | 株式-その他 | 0.96% | — | +5.64% | ||
| 19 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.91% | +0.21% | -1.18% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | -6.18% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.84% | — | +4.05% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.18% | -0.32% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | -0.29% | +1.38% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.69% | — | -11.94% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.65% | — | -3.31% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.06% | -0.80% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | -4.26% | |
| 28 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 0.56% | — | +1.20% | |
| 29 | LAZ | Lazard INC | 株式-金融 | 0.54% | -0.06% | — | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | -0.50% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | — | -18.61% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.51% | — | -11.58% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +1.85% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.42% | — | -9.38% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -0.14% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.40% | — | -15.83% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.38% | -0.05% | -2.04% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.37% | — | -2.87% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.36% | — | +1.94% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | -3.17% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.34% | — | -2.54% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.28% | — | -7.32% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.08% | -0.65% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.27% | -0.05% | +935.82% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | -0.08% | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | -0.26% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.26% | — | -5.37% | |
| 49 | BSMO | Invesco Bulletshares 2024 Mb | ETF-その他 | 0.25% | — | +20.21% | |
| 50 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.25% | — | +19.97% |