CIK: 0001667553
申告総資産額
$1.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.76% | — | +0.34% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 16.87% | — | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.69% | — | -2.98% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 9.99% | — | — | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.68% | — | -26.95% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.49% | — | +0.55% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.28% | — | -11.81% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.85% | — | -1.84% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.58% | — | -5.46% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.42% | — | +0.24% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.40% | — | -1.77% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.26% | — | -5.58% | |
| 13 | EMNT | Pimco Enhcd St M-active Esg | ETF-その他 | 1.95% | — | -0.05% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.62% | — | +0.07% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.31% | — | -75.23% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | — | -13.10% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.07% | — | +9.86% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.78% | — | -10.13% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | -14.95% | |
| 20 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.61% | — | -3.70% | |
| 21 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.55% | — | -1.49% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.48% | — | +1.72% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -94.15% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +0.47% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | +0.49% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.37% | — | +6.68% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | +2.57% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.33% | — | +0.30% | |
| 29 | URTH | Ishares Msci World ETF | ETF-その他 | 0.31% | — | +0.92% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.31% | — | +2.91% | |
| 31 | GIS | General Mills INC | 株式-生活必需品 | 0.29% | — | +0.57% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +0.21% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +6.63% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | +3.62% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | — | -0.23% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.20% | — | +0.86% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.19% | — | -7.87% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | — | -0.62% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.17% | — | +0.76% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.17% | — | — | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.17% | — | +0.17% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.16% | — | +0.74% | |
| 44 | NFRA | Flexshares Stoxx Global Broa | ETF-その他 | 0.16% | — | -61.08% | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.14% | — | — | |
| 46 | DRLL | Strive US Energy ETF | ETF-その他 | 0.13% | — | +0.78% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.10% | — | -1.05% | |
| 48 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.10% | — | +1.37% | |
| 49 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.09% | — | +0.91% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.09% | — | — |