CIK: 0001802654
申告総資産額
$2.2億
| # | 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 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 7.68% | — | -1.76% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.64% | +0.93% | +0.07% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.47% | -0.24% | -18.10% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.20% | -0.68% | -2.32% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.92% | +0.10% | -14.95% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.56% | -0.22% | — | |
| 7 | ADP | Automatic Data Processing | 株式-IT | 2.42% | -0.30% | — | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.18% | +1.44% | NEW | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.88% | — | — | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.81% | — | -2.05% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.78% | -0.09% | -0.78% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.64% | — | +1.02% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | -0.21% | +2.08% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.42% | +0.92% | — | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.41% | +0.09% | — | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.41% | +0.05% | — | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.39% | — | -0.49% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | +0.16% | -1.41% | |
| 19 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.33% | — | -0.48% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.13% | +1.14% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | +0.05% | -3.68% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.10% | -0.13% | -0.82% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.29% | +0.05% | |
| 24 | AMAT | Applied Materials INC | 株式-IT | 1.05% | +0.36% | -1.04% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.97% | — | +0.03% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +0.06% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.93% | — | — | |
| 29 | CI | THE Cigna Group | 株式-ヘルスケア | 0.85% | — | — | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.84% | — | -0.58% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | +0.84% | |
| 32 | J | Jacobs Solutions INC | 株式-資本財 | 0.82% | — | -1.01% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.81% | — | — | |
| 34 | MDT | Medtronic plc | 株式-ヘルスケア | 0.79% | — | -1.55% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.73% | — | — | |
| 36 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.70% | — | — | |
| 37 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.69% | -0.09% | -2.44% | |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.67% | — | — | |
| 39 | WAT | Waters CORP | 株式-ヘルスケア | 0.65% | -0.09% | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.64% | +0.15% | — | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | — | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.64% | — | +0.05% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.63% | — | — | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +0.01% | |
| 45 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | — | — | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | — | |
| 47 | SO | Southern Co/the | 株式-公益事業 | 0.58% | — | +0.04% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.06% | — | |
| 49 | SNPS | Synopsys INC | 株式-IT | 0.56% | -0.07% | — | |
| 50 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.56% | +0.05% | +0.04% |