CIK: 0001730889
申告総資産額
$3.3億
| # | 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 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 7.84% | — | — | |
| 2 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 6.58% | — | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.43% | +3.14% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.53% | — | — | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.45% | — | — | |
| 6 | AAPL | Apple INC | 株式-IT | 2.42% | +0.11% | — | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.36% | — | — | |
| 8 | INTC | Intel CORP | 株式-IT | 2.35% | +0.19% | NEW | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 2.16% | — | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.86% | +1.00% | NEW | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.77% | +0.13% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.65% | — | — | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.52% | — | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | +0.14% | — | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.45% | — | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | -0.06% | — | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.38% | — | — | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.34% | — | — | |
| 19 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.31% | — | — | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.31% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.21% | — | — | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.16% | — | — | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.15% | — | — | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.13% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | — | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.03% | — | — | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | — | — | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | — | — | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.95% | — | — | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.91% | — | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.91% | — | — | |
| 33 | AEP | American Electric Power | 株式-公益事業 | 0.88% | — | — | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.86% | — | — | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | — | |
| 36 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.85% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | — | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | +0.22% | — | |
| 39 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.74% | — | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.63% | +0.19% | — | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.62% | — | — | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.61% | — | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.57% | — | — | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | — | — | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | — | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.50% | — | — |