CIK: 0001879345
申告総資産額
$115.3万
| # | 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 | AAPL | Apple INC | 株式-IT | 14.30% | — | -0.41% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 13.72% | — | +0.69% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 6.99% | — | -1.03% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.41% | — | -2.97% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.03% | — | -0.17% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.33% | — | -2.13% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.60% | — | +32.31% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | — | -0.31% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.67% | — | -14.83% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 1.54% | — | -2.59% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.46% | — | -4.49% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | — | -1.69% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | — | +0.46% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 1.26% | — | -3.69% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.23% | — | +1.35% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | — | — | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | — | -1.60% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +2.08% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | — | -2.33% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.09% | — | +0.05% | |
| 21 | AMAT | Applied Materials INC | 株式-IT | 1.07% | — | -0.97% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.07% | — | -2.36% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | — | -7.16% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.01% | — | -3.72% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.99% | — | — | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.98% | — | -1.03% | |
| 27 | MS | Morgan Stanley | 株式-金融 | 0.97% | — | +38.13% | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.95% | — | -2.07% | |
| 29 | CGUS | Cap Group Core Equity | ETF-その他 | 0.93% | — | — | |
| 30 | SPG | Simon Property Group INC | 株式-不動産 | 0.93% | — | -0.85% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | -4.38% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.92% | — | -7.01% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | — | -5.96% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | — | +446.40% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.82% | — | -3.48% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | +1.97% | |
| 37 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-その他 | 0.68% | — | -7.48% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +1.84% | |
| 39 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.59% | — | -1.27% | |
| 40 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.53% | — | -0.62% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.49% | — | -42.52% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +1.61% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -7.27% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.45% | — | -5.49% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.45% | — | — | |
| 46 | U | Unity Software INC | 株式-IT | 0.44% | — | -4.91% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.42% | — | -10.47% | |
| 49 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.38% | — | — | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.36% | — | +22.21% |