CIK: 0001730386
申告総資産額
$5.9億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 34.35% | -0.38% | +2.19% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 13.84% | — | -6.45% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 7.83% | -0.37% | -34.21% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.71% | +0.10% | -6.28% | |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 5.20% | — | +7.32% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.91% | -0.31% | +37.90% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.43% | — | +9.41% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.21% | — | -36.77% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.56% | — | -16.82% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | -0.09% | +2.76% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.23% | — | -12.43% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.22% | — | — | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | -2.49% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.74% | — | +17.47% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | -0.04% | -28.80% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | -0.85% | |
| 17 | MMM | 3m Co | 株式-資本財 | 0.48% | — | -5.88% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | -0.03% | -0.76% | |
| 19 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 0.44% | — | +13.18% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.42% | -0.07% | +1.09% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -21.82% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | +20.00% | |
| 23 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.38% | — | +7.60% | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.37% | +0.04% | NEW | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.37% | — | -1.17% | |
| 26 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.36% | — | — | |
| 27 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.34% | — | — | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.33% | — | +1.15% | |
| 29 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.32% | — | — | |
| 30 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.32% | — | +18.78% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | +14.69% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | — | -17.81% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.30% | -0.13% | +80.69% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | +17.96% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.30% | -0.05% | — | |
| 36 | ✓ | Invsc Water Resc Portfolio ETF | ETF-その他 | 0.28% | — | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.28% | — | +27.45% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | -11.57% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.27% | — | +100.57% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | +25.77% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.25% | — | — | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.25% | +0.06% | NEW | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | — | +5.49% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.24% | — | +2.70% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.24% | — | +1.01% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +12.38% | |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.22% | — | -9.09% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.22% | — | +2.53% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | — | -8.49% | |
| 50 | LRCXEUR | Lam Research CORP | 株式-IT | 0.18% | — | +0.29% |