CIK: 0001821407
申告総資産額
$1.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.03% | +0.23% | -0.82% | |
| 2 | AAPL | Apple INC | 株式-IT | 9.08% | +0.14% | +275.07% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 9.06% | — | +3.91% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.25% | — | -4.30% | |
| 5 | BSJK | Invesco Bulletshares 2020 Hi | ETF-その他 | 4.55% | — | -13.94% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.01% | -0.02% | -1.59% | |
| 7 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 2.83% | — | +126.28% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 2.77% | -0.70% | -1.37% | |
| 9 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 1.93% | — | +1.15% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.67% | +0.29% | +24.94% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.64% | — | -2.98% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.50% | — | -1.47% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.45% | — | +3.79% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.24% | +4.36% | |
| 15 | O | Realty Income CORP | 株式-不動産 | 1.35% | — | -4.80% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -1.37% | +5.35% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.28% | — | -23.76% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | +0.01% | -1.93% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.21% | — | +7.11% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | — | -2.34% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.13% | — | -0.33% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.12% | +0.58% | +6.33% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.11% | — | -4.23% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.08% | — | +5.56% | |
| 25 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.02% | — | -8.59% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | -0.01% | +6.73% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.95% | — | +19.62% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.94% | — | +3.46% | |
| 29 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.90% | — | -3.95% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | -0.14% | -2.31% | |
| 31 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.88% | — | -2.70% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | -0.06% | +608.33% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.80% | — | +24.96% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | -0.05% | -22.06% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | -0.38% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | +0.53% | -5.15% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | — | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.65% | — | +0.82% | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.61% | — | -19.62% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | +0.13% | +1.74% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.57% | -0.05% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | — | |
| 43 | VTR | Ventas INC | 株式-不動産 | 0.52% | — | -0.04% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.52% | — | +18.53% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.52% | — | -5.38% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.03% | -7.35% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.46% | -0.08% | — | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.46% | — | -5.98% | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.43% | +0.16% | -1.55% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.43% | — | — |