CIK: 0001714341
申告総資産額
$2.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 6.81% | -1.41% | -1.42% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.65% | -0.41% | -0.93% | |
| 3 | INTC | Intel CORP | 株式-IT | 3.28% | — | -0.28% | |
| 4 | CSCO | Cisco Systems INC | 株式-IT | 2.73% | — | -0.27% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.71% | -0.35% | -0.60% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.63% | -0.16% | -0.02% | |
| 7 | RUBYUSD | Rubius Therapeutics INC | 株式-その他 | 2.32% | — | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.24% | -0.35% | -0.56% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | +0.24% | -0.87% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.05% | -0.24% | -1.20% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.04% | -0.40% | -1.69% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.92% | -0.21% | -3.87% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.90% | — | -0.23% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.85% | +0.21% | -1.13% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.84% | — | -0.93% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.77% | -0.30% | EXIT | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | — | -2.66% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.67% | +0.33% | -0.30% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.09% | — | |
| 20 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.64% | +0.10% | +1.48% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.58% | — | -1.06% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.58% | — | — | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | — | -2.39% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.53% | — | -0.10% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.51% | — | -0.95% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.49% | -0.20% | EXIT | |
| 27 | T | At&t INC | 株式-通信サービス | 1.48% | — | +2.99% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.34% | — | -2.85% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.31% | — | -1.39% | |
| 30 | MMM | 3m Co | 株式-資本財 | 1.29% | — | -8.35% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.21% | — | +0.20% | |
| 32 | GLW | Corning INC | 株式-IT | 1.17% | +0.83% | -14.34% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 1.14% | -0.14% | +0.12% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 1.10% | — | -0.52% | |
| 35 | BX | Blackstone INC | 株式-金融 | 1.00% | -0.40% | -2.65% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.84% | — | — | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.83% | — | -0.48% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | — | +0.78% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.35% | -1.63% | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.79% | +0.12% | -3.26% | |
| 41 | PBE | Invesco Biotechnology & Geno | ETF-テック型 | 0.79% | — | — | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.78% | — | -0.70% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.72% | — | -8.05% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.71% | -0.15% | — | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.71% | — | — | |
| 46 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.70% | — | — | |
| 47 | LAZ | Lazard, Inc. | 株式-金融 | 0.68% | — | — | |
| 48 | XLB | Ss Materials Select Sector | ETF-その他 | 0.66% | — | -2.30% | |
| 49 | MS | Morgan Stanley | 株式-金融 | 0.66% | -0.09% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.64% | — | -12.35% |