CIK: 0001776757
申告総資産額
$17.7億
| # | 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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 10.84% | — | +0.94% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 10.55% | -0.78% | +1.05% | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 9.93% | — | +0.94% | |
| 4 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 8.80% | — | -3.34% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 8.79% | — | +2.47% | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 6.36% | -0.72% | +0.57% | |
| 7 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 6.28% | -0.80% | +0.23% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.41% | -0.45% | +1.84% | |
| 9 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 4.50% | — | +4.49% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 4.42% | — | +3.19% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.06% | — | +5.15% | |
| 12 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 3.77% | — | +2.10% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.44% | — | +3.33% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | +2.36% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.05% | -0.21% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +2.76% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +1.30% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.55% | — | -9.29% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | +6.99% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | -0.03% | +5.69% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.33% | — | +35.91% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | — | +12.41% | |
| 23 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.29% | — | — | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | +6.53% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.26% | — | — | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.26% | -0.13% | +12.63% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | — | -0.19% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | +2.82% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.24% | +0.03% | +0.31% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | +0.03% | +1.14% | |
| 31 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.22% | — | -38.42% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | -1.81% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.21% | — | +0.47% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +2.36% | |
| 35 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.19% | — | — | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.19% | — | -5.74% | |
| 37 | PSA | Public Storage | 株式-不動産 | 0.17% | — | +0.89% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.05% | -6.25% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.16% | — | -5.59% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | — | +4.13% | |
| 41 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.16% | — | -10.69% | |
| 42 | AFL | Aflac INC | 株式-金融 | 0.15% | — | +0.60% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.15% | — | — | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.15% | +0.05% | +0.51% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.14% | — | +3.17% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.14% | — | +1.79% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.13% | — | -20.47% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | — | — | |
| 49 | GLOF | Ishares Global Equity Factor | ETF-その他 | 0.13% | — | -8.88% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.12% | — | +8.22% |