CIK: 0001640638
申告総資産額
$2.1億
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 15.39% | +4.16% | +0.82% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 14.34% | -13.73% | -4.37% | |
| 3 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 8.16% | +3.38% | +11.18% | |
| 4 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 7.26% | +3.00% | +11.45% | |
| 5 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 4.55% | -0.31% | -13.18% | |
| 6 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 3.96% | +1.85% | +0.03% | |
| 7 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 2.87% | -2.09% | -15.00% | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.65% | +0.13% | -9.27% | |
| 9 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 2.44% | — | -3.12% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.30% | -0.60% | -11.05% | |
| 11 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 1.90% | -0.78% | -28.05% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.74% | +0.01% | -6.00% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | +0.87% | -11.23% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.48% | +1.08% | -0.31% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | +0.06% | -7.95% | |
| 16 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.22% | +0.22% | -7.05% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.16% | +0.75% | -1.09% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.08% | — | -0.99% | |
| 19 | ITW | Illinois Tool Works | 株式-資本財 | 0.90% | -0.54% | -0.32% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.89% | +0.54% | +0.04% | |
| 21 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.82% | — | -27.65% | |
| 22 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.77% | -0.34% | -16.07% | |
| 23 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.77% | -0.33% | -0.19% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.76% | +0.05% | +0.80% | |
| 25 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.72% | -0.19% | -0.28% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | -0.02% | -6.55% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.56% | +0.44% | -0.31% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.54% | — | — | |
| 29 | T | At&t INC | 株式-通信サービス | 0.50% | -0.17% | -3.85% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.45% | +0.32% | — | |
| 31 | RLI | Rli CORP | 株式-金融 | 0.44% | — | -0.02% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | +11.87% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | -3.00% | |
| 34 | EME | Emcor Group INC | 株式-資本財 | 0.37% | — | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | +19.08% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | -0.12% | -0.02% | |
| 37 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.32% | — | -4.32% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.32% | — | — | |
| 39 | VFH | Vanguard Financials ETF | ETF-その他 | 0.32% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -13.39% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | -1.81% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.29% | -0.27% | EXIT | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.28% | — | — | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.27% | -0.13% | +2.38% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.26% | -0.83% | +0.28% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | — | -12.31% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.25% | -0.31% | EXIT | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | — | -5.76% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.24% | — | -2.83% |