CIK: 0001730971
申告総資産額
$4372.6万
| # | 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 | 10.31% | — | +0.55% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.19% | — | +10.33% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.76% | — | +4.10% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.52% | — | -1.20% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.37% | — | -2.42% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.85% | — | +8.91% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.72% | — | +1.71% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.00% | — | +1.47% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.57% | — | +4.65% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.48% | -0.03% | +5.65% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.99% | +1.92% | -2.21% | |
| 12 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.85% | +1.08% | +0.54% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.79% | -0.05% | +1.76% | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.68% | — | +1.20% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.49% | — | -0.34% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | -0.01% | -0.29% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.44% | — | +2.77% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.29% | +0.90% | -1.88% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.21% | +0.14% | +0.95% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | +0.05% | +159.80% | |
| 21 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.19% | — | -0.99% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | +0.11% | +4.02% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.17% | — | -0.11% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.09% | — | -1.43% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.08% | — | +0.52% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.06% | -1.02% | EXIT | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.01% | — | -4.15% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.98% | — | +1.02% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.97% | — | +4.46% | |
| 30 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 0.97% | +0.03% | — | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | +0.03% | -0.84% | |
| 32 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.89% | — | +19.42% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.82% | — | -5.37% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | -1.83% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.78% | -0.03% | -3.02% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | — | -2.69% | |
| 37 | ENB | Enbridge INC | 株式-エネルギー | 0.73% | +0.01% | +0.19% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | +0.08% | +4.69% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | +0.20% | |
| 40 | WELL | Welltower INC | 株式-不動産 | 0.68% | -1.15% | -0.86% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.68% | +1.23% | +5.16% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | +0.34% | -1.55% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.65% | -1.74% | +0.99% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | -1.00% | — | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.62% | +0.16% | +2.08% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | -0.37% | — | |
| 47 | AEP | American Electric Power | 株式-公益事業 | 0.61% | -0.15% | -2.88% | |
| 48 | SO | Southern Co/the | 株式-公益事業 | 0.61% | — | -0.55% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | +0.04% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.58% | +0.08% | +2.41% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.8% | +159.80% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +0.55% | 増加 |
| 3 | SCHG | Schwab US Large-cap Growth | +0.5% | +4.10% | 増加 |
| 4 | SCHM | Schwab US Mid Cap ETF | +0.4% | +8.91% | 増加 |
| 5 | SCHZ | Schwab US Aggregate Bond ETF | +0.4% | +10.33% | 増加 |
| 6 | AAPL | Apple INC | +0.3% | -2.21% | 減少 |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.2% | -1.20% | 減少 |
| 8 | MUB | Ishares National Muni Bond E | +0.2% | +86.83% | 増加 |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +5.65% | 増加 |
| 10 | GSY | Invesco Ultra Short Duration | +0.1% | +19.42% | 増加 |
| 11 | LLY | Eli Lilly & Co | +0.1% | — | 変化なし |
| 12 | IWM | Ishares Russell 2000 ETF | +0.1% | +1.71% | 増加 |
| 13 | EFA | Ishares Msci Eafe ETF | +0.1% | +4.65% | 増加 |
| 14 | VZ | Verizon Communications INC | +0.1% | +1.76% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.1% | +2.41% | 増加 |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +4.02% | 増加 |
| 17 | PFE | Pfizer INC | +0.1% | -1.55% | 減少 |
| 18 | AMGN | Amgen INC | +0.1% | -0.84% | 減少 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +0.04% | 増加 |
| 20 | PDI | Pimco Dynamic Income Fund | +0.1% | +0.54% | 増加 |
| 21 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +0.95% | 増加 |
| 22 | BA | Boeing Co/the | +0.1% | -1.43% | 減少 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +4.69% | 増加 |
| 24 | SBUX | Starbucks CORP | +0.1% | +1.35% | 増加 |
| 25 | DIS | Walt Disney Co/the | +0.1% | +0.20% | 増加 |
| 26 | ✓ | Cree INC | +0.1% | +61.83% | 増加 |
| 27 | UPS | United Parcel Service-cl B | +0.1% | -1.88% | 減少 |
| 28 | V | Visa Inc-class A Shares | +0.1% | -1.83% | 減少 |
| 29 | SCHB | Schwab US Broad Market ETF | +0.1% | +0.52% | 増加 |
| 30 | COST | Costco Wholesale CORP | +0.1% | -2.69% | 減少 |
| 31 | T | At&t INC | +0.1% | +5.16% | 増加 |
| 32 | VYM | Vanguard High Dvd Yield ETF | 0% | -2.42% | 減少 |
| 33 | ENB | Enbridge INC | -0.1% | +0.19% | 増加 |
| 34 | PII | Polaris INC | -0.1% | — | 変化なし |
| 35 | WFC | Wells Fargo & Co | -0.2% | -7.66% | 減少 |
| 36 | AEP | American Electric Power Company, Inc. | -0.4% | -5.59% | 減少 |
| 37 | PM | Philip Morris International | -0.6% | +1.89% | 増加 |
| 38 | JNJ | Johnson & Johnson | -0.8% | -0.29% | 減少 |
| 39 | MSFT | Microsoft CORP | -1.5% | -4.15% | 減少 |
| 40 | KO | Coca-cola Co/the | — | EXIT | 全売却 |
| 41 | 1JFD | Pimco Dynamic Credit And Mor | — | NEW | 新規購入 |
| 42 | CVX | Chevron CORP | — | EXIT | 全売却 |
| 43 | CME | Cme Group INC | — | EXIT | 全売却 |
| 44 | EMR | Emerson Electric Co | — | EXIT | 全売却 |
| 45 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 46 | ✓ | General Mls INC | — | EXIT | 全売却 |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 48 | SNPS | Synopsys INC | — | NEW | 新規購入 |
| 49 | GSK | GSK plc ADRhedged | — | EXIT | 全売却 |
| 50 | BAC | Bank Of America CORP | — | NEW | 新規購入 |