CIK: 0001844278
申告総資産額
$3.4億
| # | 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 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 6.71% | -0.02% | +4.40% | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 6.57% | -0.16% | +0.96% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 5.68% | +0.16% | +4.63% | |
| 4 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 5.67% | +0.09% | +5.46% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.57% | -0.43% | +3.22% | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 5.50% | -0.02% | +3.93% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.85% | — | +5.43% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.35% | — | -1.92% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.21% | -0.18% | +3.50% | |
| 10 | IDV | Ishares International Select | ETF-その他 | 3.09% | — | +6.41% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.98% | +0.16% | +3.55% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.58% | — | -0.27% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.38% | — | -12.03% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.20% | — | -3.35% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.15% | — | +1.41% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.92% | — | +297.19% | |
| 17 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 1.64% | -0.04% | -8.69% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.61% | -0.06% | +18.74% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.59% | +0.08% | +1.17% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.06% | -0.90% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.49% | -0.06% | +1.76% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.44% | -0.12% | -0.60% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.41% | +0.09% | -14.52% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.17% | — | -0.70% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.07% | -0.09% | +7.61% | |
| 26 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.07% | +0.02% | +8.87% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.06% | — | +24.21% | |
| 28 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.89% | — | +3.04% | |
| 29 | SIGI | Selective Insurance Group | 株式-金融 | 0.87% | -0.05% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | -0.11% | +59.22% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.79% | +0.24% | +113.97% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | -0.04% | +0.07% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.18% | -7.45% | |
| 34 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 0.70% | — | — | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.64% | — | -5.74% | |
| 36 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.60% | — | -4.70% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | -2.52% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | +4.98% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.51% | -0.14% | -2.48% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.48% | — | +14.40% | |
| 41 | O | Realty Income CORP | 株式-不動産 | 0.45% | — | -1.61% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.44% | — | -1.55% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | -10.09% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.38% | — | — | |
| 45 | DISV | Dimensional International Sm | ETF-その他 | 0.38% | +0.07% | — | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.38% | — | -2.13% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | -3.87% | |
| 48 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.37% | — | +0.58% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.36% | — | +77.87% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | +1859.02% |