CIK: 0001767297
申告総資産額
$5.5億
| # | 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 | QDF | Flexshares Quality Dividend | ETF-その他 | 10.29% | -0.06% | -0.59% | |
| 2 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 9.27% | -0.12% | +2.17% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.12% | -0.31% | -5.83% | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-その他 | 4.62% | +0.97% | +4.83% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.79% | -0.71% | -1.56% | |
| 6 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 2.74% | +0.06% | +0.60% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.50% | +0.48% | -1.91% | |
| 8 | DFIV | Dimensional International Va | ETF-その他 | 2.40% | +0.72% | +4.34% | |
| 9 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 2.21% | — | -2.00% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.83% | +0.27% | -2.56% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.61% | -0.06% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.51% | -0.04% | -11.18% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.43% | -0.20% | -8.32% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.38% | — | -3.95% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.30% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | -0.18% | -5.02% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | -0.04% | -4.41% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.18% | — | -1.37% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.17% | -0.07% | -5.35% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | — | -0.36% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -4.73% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.04% | -0.13% | — | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.99% | -0.09% | -5.79% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | — | -0.30% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | -0.11% | -0.11% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.94% | +0.10% | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.10% | -4.00% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | — | -12.81% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | -5.60% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | — | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | — | -2.16% | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.82% | +0.06% | — | |
| 33 | SBR | Sabine Royalty Trust | 株式-その他 | 0.80% | — | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.79% | — | -4.23% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | — | — | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.76% | -0.33% | -9.98% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | -0.27% | +213.11% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.13% | -0.67% | |
| 39 | DFIC | Dimensional International Co | ETF-その他 | 0.65% | +0.38% | — | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.64% | -0.06% | -14.08% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.63% | — | -0.68% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -2.98% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | -6.08% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | -0.12% | -0.86% | |
| 45 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 0.56% | +0.26% | — | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.53% | — | -9.23% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | -0.89% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.49% | — | +0.45% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.49% | — | -2.31% |