CIK: 0001650654
申告総資産額
$10.7億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 15.56% | — | +17.30% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.95% | — | +10.07% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.67% | — | +15.46% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 8.51% | — | +27.50% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 5.25% | — | +8.59% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.99% | — | +22.86% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.05% | — | +6.84% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.92% | — | +91.41% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.89% | — | +587.30% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.84% | — | +35.05% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.89% | — | +0.99% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.87% | — | -5.53% | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 1.54% | — | +26.09% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.47% | — | -0.32% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.30% | — | -4.14% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.29% | — | +153.28% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.09% | — | +50.80% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.04% | — | +4.16% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.01% | — | +10.02% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | -1.19% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | — | +8.82% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -1.56% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | -5.82% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.58% | — | +273.36% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | -0.03% | |
| 26 | ACN | Accenture plc | 株式-IT | 0.51% | — | +5.43% | |
| 27 | MAXRUSD | Maxar Technologies INC | 株式-その他 | 0.51% | — | — | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.49% | — | -1.00% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +0.04% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | — | |
| 31 | USB | US Bancorp | 株式-金融 | 0.48% | — | -8.61% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | — | +3.94% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.46% | — | -6.45% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 0.42% | — | -0.88% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +5.57% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | -24.27% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.38% | — | -9.90% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | — | -8.02% | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.37% | — | -0.57% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -7.06% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.34% | — | -6.92% | |
| 42 | FAST | Fastenal Co | 株式-資本財 | 0.32% | — | -1.20% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | +2.10% | |
| 44 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.29% | — | +24.19% | |
| 45 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.25% | — | -17.48% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.24% | — | +17.92% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | -2.74% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.23% | — | +6.80% | |
| 49 | FIS | Fidelity National Info Serv | 株式-IT | 0.23% | — | -5.65% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -1.75% |