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 | 8.95% | -0.06% | -0.93% | |
| 2 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 8.17% | -0.12% | +4.62% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.86% | -0.31% | -2.45% | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.75% | +0.97% | +3.70% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.71% | -0.71% | +0.06% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.53% | -0.06% | +161.35% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.26% | +0.10% | +291.78% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.17% | -0.13% | +238.93% | |
| 9 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 2.62% | +0.06% | +19.01% | |
| 10 | DFIV | Dimensional International Va | ETF-その他 | 2.38% | +0.72% | +17.72% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 2.34% | +0.26% | +387.51% | |
| 12 | DFIC | Dimensional International Co | ETF-その他 | 2.32% | +0.38% | +327.50% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.28% | -0.27% | +224.02% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.91% | +0.48% | -5.40% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.37% | -0.20% | -0.07% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -0.04% | -0.10% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.32% | +0.27% | -9.09% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.31% | — | +2.02% | |
| 19 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 1.23% | — | -30.01% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | -0.18% | +1.18% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.09% | — | +501.36% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.08% | -0.04% | -2.96% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.01% | +0.16% | +450.79% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | -12.27% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.92% | -0.07% | -0.75% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | -0.11% | -1.53% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.87% | — | -4.57% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | -0.09% | -5.05% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.10% | -0.66% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.81% | — | +257.19% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.78% | — | -20.14% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -14.71% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | -0.13% | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | +0.71% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.68% | — | — | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.68% | — | -1.99% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.67% | -0.33% | — | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.66% | +0.06% | — | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | -0.12% | — | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | -6.08% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | -2.91% | |
| 43 | SBR | Sabine Royalty Trust | 株式-その他 | 0.61% | — | — | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.60% | -0.06% | +3.95% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | -12.37% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | -1.11% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.50% | — | — | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | +11.07% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | -4.56% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.43% | — | -0.95% |