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 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 15.30% | -13.73% | -4.12% | |
| 2 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 8.68% | +3.38% | -20.77% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.52% | +4.16% | -41.04% | |
| 4 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 4.34% | +3.00% | -55.63% | |
| 5 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 4.18% | -0.31% | -14.37% | |
| 6 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 3.86% | +1.85% | +0.06% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.79% | +0.13% | -23.50% | |
| 8 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 2.40% | -2.09% | -37.84% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.15% | -0.60% | -10.13% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | +0.87% | +13.38% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.97% | +0.75% | +21.70% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.78% | +0.01% | -25.02% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.74% | +1.08% | -1.83% | |
| 14 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.51% | — | — | |
| 15 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 1.42% | -0.78% | -29.09% | |
| 16 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.38% | +0.22% | -17.94% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.35% | +0.06% | -8.80% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.34% | -0.83% | +253.64% | |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.31% | — | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.16% | +0.53% | — | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.15% | — | +3.47% | |
| 22 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.09% | — | — | |
| 23 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.98% | -0.19% | -0.90% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.98% | +0.54% | +0.00% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.95% | +0.05% | +3.12% | |
| 26 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 0.75% | — | -75.76% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.69% | -0.02% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | +0.44% | +1.51% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | -0.02% | -8.84% | |
| 30 | ITW | Illinois Tool Works | 株式-資本財 | 0.66% | -0.54% | -33.85% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.63% | — | -13.46% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | -1.93% | |
| 33 | RLI | Rli CORP | 株式-金融 | 0.61% | — | — | |
| 34 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.59% | -0.33% | -21.55% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.57% | -0.17% | +9.99% | |
| 36 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.55% | -0.34% | -19.62% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | +0.32% | -0.08% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | -0.46% | EXIT | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | -1.90% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | -0.46% | EXIT | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | +12.96% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | -23.29% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | +0.39% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.38% | -0.38% | EXIT | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | -0.55% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.37% | -0.37% | EXIT | |
| 47 | EME | Emcor Group INC | 株式-資本財 | 0.37% | — | — | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.36% | — | +17.12% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | -0.13% | +3.56% | |
| 50 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.33% | — | -2.00% |