CIK: 0001909805
申告総資産額
$2.8億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 14.59% | -1.83% | +5.36% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 11.40% | +0.02% | +20.01% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.52% | -0.20% | -4.76% | |
| 4 | DE | Deere & Co | 株式-資本財 | 6.70% | +0.80% | +4.47% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.86% | +0.14% | +7.63% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.72% | -0.13% | +0.09% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.97% | — | -0.86% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.51% | -0.55% | +3.65% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.45% | +0.19% | +5.03% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.33% | — | -0.12% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.78% | -0.17% | -0.57% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.70% | — | +6.64% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.68% | — | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.42% | — | -1.99% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.33% | +0.11% | +165.85% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.33% | +0.22% | +39.86% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | — | — | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.06% | — | +7.32% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.06% | — | -5.37% | |
| 20 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.97% | +0.03% | — | |
| 21 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.95% | +0.03% | +13.18% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | +0.05% | -0.99% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | -0.07% | +54.21% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +5.19% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.75% | — | -36.80% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.06% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +4.51% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.14% | +0.59% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.69% | — | +0.32% | |
| 30 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.67% | — | +75.03% | |
| 31 | WPC | Wp Carey INC | 株式-不動産 | 0.67% | — | +1.18% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | — | -1.25% | |
| 33 | HNI | Hni CORP | 株式-その他 | 0.56% | -0.05% | — | |
| 34 | COP | Conocophillips | 株式-エネルギー | 0.55% | +0.08% | +14.23% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.53% | +0.18% | -2.39% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +6.19% | |
| 37 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.49% | — | +11.73% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | +1777.93% | |
| 39 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.44% | — | -46.00% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | — | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.42% | — | +17.11% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.06% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | — | -0.17% | |
| 44 | COPX | Global X Copper Miners ETF | ETF-その他 | 0.39% | +0.04% | +3.91% | |
| 45 | PLD | Prologis INC | 株式-不動産 | 0.38% | — | — | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.37% | — | +2.95% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.36% | — | +0.03% | |
| 48 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.34% | — | -31.10% | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.34% | +0.09% | +26.92% | |
| 50 | DFAI | Dimensional International Co | ETF-その他 | 0.34% | — | -0.27% |