CIK: 0001800687
申告総資産額
$7.6億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 14.72% | +0.15% | -19.98% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.70% | — | +36.03% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.98% | -0.53% | -16.55% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.48% | -0.63% | +3.30% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.90% | -0.16% | +4.07% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.87% | -0.15% | +15.05% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.68% | -0.56% | +29.52% | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 2.21% | — | +340.84% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.15% | — | — | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.10% | +0.05% | +10.49% | |
| 11 | BA | Boeing Co/the | 株式-資本財 | 1.97% | — | +963.16% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 1.93% | +0.27% | +9.02% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.85% | — | +18.83% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.78% | — | +9.84% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.77% | — | +4.49% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.69% | — | +4.10% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.58% | — | +6.27% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.19% | — | +6.32% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.17% | -0.40% | +7.80% | |
| 20 | IHY | Vaneck Int High Yield Bond | ETF-ハイイールド債 | 1.13% | — | +46.93% | |
| 21 | ACN | Accenture plc | 株式-IT | 1.04% | — | +7.26% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | — | +10.90% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.01% | — | +10.66% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.00% | +0.17% | — | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | +7.87% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.98% | -0.11% | +1.08% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.37% | -0.85% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.88% | -0.34% | -18.78% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +12.68% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | -0.10% | — | |
| 31 | SPGI | S&p Global INC | 株式-金融 | 0.81% | — | +5.13% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.75% | +0.22% | — | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | -2.11% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | — | -26.72% | |
| 35 | ROP | Roper Technologies INC | 株式-IT | 0.67% | — | +4.79% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.66% | -0.43% | — | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.60% | — | +2.23% | |
| 38 | ✓ | 株式-その他 | 0.59% | — | — | ||
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.59% | — | — | |
| 40 | GIS | General Mills INC | 株式-生活必需品 | 0.50% | — | -9.36% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | +5.03% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.49% | — | +393.75% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.48% | — | -60.39% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.48% | — | -54.19% | |
| 45 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.45% | — | -8.18% | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.41% | — | -17.71% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.13% | +13.23% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.38% | — | +3.48% | |
| 49 | TROW | T Rowe Price Group INC | 株式-金融 | 0.38% | — | +26.17% | |
| 50 | RDFN | Redfin CORP | 株式-その他 | 0.38% | — | +0.98% |