CIK: 0001696628
申告総資産額
$10.5億
| # | 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 | 14.58% | -0.16% | +0.58% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 12.30% | — | +1.57% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.71% | +1.31% | +14.89% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.64% | — | +5.81% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.13% | -0.03% | +13.30% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.45% | -0.06% | +14.00% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.42% | — | +9.10% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.37% | — | -9.64% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.27% | -0.19% | +0.25% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.92% | +0.16% | +3.59% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.84% | — | -6.82% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.61% | +1.27% | +0.45% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.32% | +1.58% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.38% | — | -1.23% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.02% | — | +11.35% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.00% | -0.15% | +0.97% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.12% | +0.92% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.95% | -0.07% | -2.80% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.17% | -8.57% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | — | +1.34% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | -0.16% | +0.32% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | +0.72% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | -0.13% | -0.24% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | — | -4.18% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +4.46% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.68% | — | +1.18% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | +0.11% | +0.63% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.65% | — | +1.72% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | +1.15% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | -0.66% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +16.68% | |
| 32 | VLO | Valero Energy CORP | 株式-エネルギー | 0.57% | +0.24% | -0.30% | |
| 33 | EOG | Eog Resources INC | 株式-エネルギー | 0.57% | +0.07% | +0.71% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.56% | — | +540.94% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.55% | -0.10% | +60.26% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | — | +10.80% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | +0.91% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +2.27% | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.50% | — | -0.50% | |
| 40 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.48% | — | +36.84% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | — | +3.63% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.44% | — | +12.13% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.43% | — | -49.42% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.43% | — | +8.40% | |
| 45 | BILL | Bill Holdings INC | 株式-IT | 0.43% | — | +1.33% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.43% | — | +7.82% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.42% | — | -52.92% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | +0.98% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | -0.05% | +2.79% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +2.04% |