CIK: 0001656167
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 | MSFT | Microsoft CORP | 株式-IT | 3.38% | -0.66% | +4.03% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.00% | — | -1.73% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.92% | -0.70% | -0.27% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.68% | -0.61% | -0.29% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.26% | — | +0.06% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.88% | -0.11% | -1.38% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.86% | — | +0.73% | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 1.84% | — | -5.74% | |
| 9 | CRM | Salesforce INC | 株式-IT | 1.66% | -0.19% | -1.52% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.56% | — | — | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.33% | -0.22% | +7.54% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.22% | -0.19% | — | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.21% | — | +0.14% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | -0.11% | +4.66% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | +0.44% | -8.93% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | +1.91% | -0.23% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.11% | -0.62% | -2.43% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.11% | -0.25% | — | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | — | |
| 20 | DFAT | Dimensional US Target Value | ETF-その他 | 1.02% | — | — | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.01% | -0.16% | -0.20% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.99% | +0.39% | +7.92% | |
| 23 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.99% | — | -6.57% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.18% | +8.29% | |
| 25 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.97% | -0.19% | — | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.93% | — | +0.89% | |
| 27 | ETN | Eaton Corporation plc | 株式-資本財 | 0.92% | — | -1.29% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | -0.25% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.89% | — | — | |
| 30 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.89% | — | — | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | — | +194.89% | |
| 32 | PLD | Prologis INC | 株式-不動産 | 0.86% | — | +0.93% | |
| 33 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.84% | — | -1.02% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.84% | -0.19% | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.81% | — | — | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.81% | — | +14.49% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.80% | -0.09% | -7.42% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.80% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | +0.21% | -0.62% | |
| 40 | RSG | Republic Services INC | 株式-資本財 | 0.76% | — | +6.50% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | +0.51% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | +0.17% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.26% | +1.03% | |
| 44 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.74% | — | +12.45% | |
| 45 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.74% | -0.25% | — | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | -0.59% | -7.11% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.73% | -0.60% | — | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.73% | — | -7.12% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | -0.19% | -1.07% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | +0.98% |