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 | 16.03% | — | +3.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.51% | — | -0.21% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 7.82% | — | +0.74% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.07% | — | +27.11% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.95% | — | -2.80% | |
| 6 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 5.53% | — | +7.37% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.16% | — | -1.34% | |
| 8 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 2.75% | — | +8.24% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.62% | — | -1.62% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.38% | — | +5.36% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 2.38% | — | -1.51% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.94% | — | -7.19% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.53% | — | +8.71% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.50% | — | -0.09% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.40% | — | -4.05% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.39% | — | +354.17% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.27% | — | -5.67% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.23% | — | +3.83% | |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.11% | — | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.92% | — | — | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.85% | — | +1.02% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.83% | — | — | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.74% | — | -1.05% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.67% | — | -6.74% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | — | -0.78% | |
| 26 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.65% | — | -10.70% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | — | -0.07% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.59% | — | +17.29% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | — | -0.51% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | -1.45% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.42% | — | -5.52% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | — | -18.50% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +0.22% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | -5.52% | |
| 36 | FAST | Fastenal Co | 株式-資本財 | 0.32% | — | — | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.30% | — | -14.81% | |
| 38 | INTU | Intuit INC | 株式-IT | 0.30% | — | -4.02% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | -32.40% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | -5.76% | |
| 41 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.27% | — | +3.23% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.25% | — | -5.37% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | +1.04% | |
| 44 | USB | US Bancorp | 株式-金融 | 0.24% | — | -15.62% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | — | +1.36% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | -3.43% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | — | -7.40% | |
| 48 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.22% | — | — | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.21% | — | — | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.18% | — | -6.36% |