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 | 12.78% | +0.23% | +0.92% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.64% | +0.14% | -0.51% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.43% | — | -4.56% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 4.02% | — | -3.12% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 3.76% | — | +1.44% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.10% | -0.02% | -6.37% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.80% | -0.27% | -2.48% | |
| 8 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 2.76% | — | +2.07% | |
| 9 | BSJL | Invesco Bulletshares 2021 Hi | ETF-その他 | 2.59% | — | -4.32% | |
| 10 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 2.33% | — | -3.87% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 2.04% | -0.70% | -2.63% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | — | +6.84% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.44% | +0.01% | -3.15% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.37% | — | +6.36% | |
| 15 | GLDM1USD | Spdr Gold Minishares Trust | ETF-コモディティ | 1.36% | — | +1.84% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | +0.29% | +2.79% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.28% | — | +6.81% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.28% | — | +5.10% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.25% | — | +97.67% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.24% | -0.41% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.19% | — | -4.06% | |
| 22 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 1.09% | — | +44.07% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -1.37% | +3.64% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.01% | -0.14% | -1.75% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | +0.58% | +6.49% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.95% | -0.06% | +1.15% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.90% | — | -5.93% | |
| 28 | O | Realty Income CORP | 株式-不動産 | 0.90% | — | -1.90% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.53% | +58.52% | |
| 30 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.80% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | — | -2.24% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.77% | — | -2.50% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | +4.38% | |
| 34 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.74% | — | — | |
| 35 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.74% | — | — | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.69% | — | +14.23% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.68% | — | -0.79% | |
| 38 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.67% | — | — | |
| 39 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.66% | — | -8.00% | |
| 40 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.66% | — | — | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.59% | — | -4.26% | |
| 42 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.55% | — | -3.24% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +10.85% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.51% | -0.05% | +1.68% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.51% | +0.13% | +8.36% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +1.71% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.47% | -0.08% | — | |
| 48 | AMAT | Applied Materials INC | 株式-IT | 0.47% | +0.16% | +49.40% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | +0.19% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.45% | — | -1.74% |