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 | 29.08% | -0.38% | -3.26% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.51% | -0.37% | -0.02% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 11.23% | — | -3.78% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.58% | -0.31% | +5.00% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.53% | +0.10% | +0.57% | |
| 6 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 5.07% | — | -4.44% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.62% | — | -2.02% | |
| 8 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.14% | — | -4.38% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.71% | — | -9.35% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.42% | — | -9.53% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | -0.09% | -0.08% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.14% | — | -7.55% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | -0.04% | -4.17% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | -5.23% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.65% | -0.07% | +20.42% | |
| 16 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 0.60% | — | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | -7.61% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | — | +4.20% | |
| 19 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.55% | — | — | |
| 20 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.54% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | -0.03% | +15.37% | |
| 22 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.53% | — | — | |
| 23 | POCT | Innovator U.s. Equity Power | ETF-その他 | 0.52% | +0.06% | -2.12% | |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.52% | — | -8.07% | |
| 25 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.49% | — | — | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.49% | — | +6.08% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.13% | +18.46% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +16.88% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +6.88% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +11.41% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.39% | +0.04% | NEW | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | +6.31% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +9.91% | |
| 34 | ECL | Ecolab INC | 株式-素材 | 0.35% | — | — | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.35% | — | — | |
| 36 | ✓ | Invsc Water Resc Portfolio ETF | ETF-その他 | 0.32% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | — | +9.11% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +16.87% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.31% | — | — | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.29% | -0.05% | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | — | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.25% | — | -13.13% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.24% | — | +7.76% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.24% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.23% | — | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.23% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | +9.31% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | — | +31.58% | |
| 49 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.22% | — | -2.02% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | +17.52% |