CIK: 0001729515
申告総資産額
$4.5億
| # | 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 | AAPL | Apple INC | 株式-IT | 4.75% | -0.43% | -0.96% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.95% | +0.46% | +4.28% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.57% | — | +12.04% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.56% | +0.16% | +10.94% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.93% | -0.90% | -1.12% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.88% | +0.36% | -1.21% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.76% | -0.32% | +15.42% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.71% | — | -10.79% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.40% | — | +17.26% | |
| 10 | INDB | Independent Bank Corp/ma | 株式-その他 | 2.07% | — | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.98% | -0.15% | +0.61% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | -0.19% | +4.64% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.90% | +0.20% | +0.74% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.69% | — | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.62% | — | -9.91% | |
| 16 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.56% | — | -2.65% | |
| 17 | MMM | 3m Co | 株式-資本財 | 1.54% | — | -6.64% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.51% | — | -0.23% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.45% | +0.12% | -1.61% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.42% | — | — | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | -0.15% | +3.10% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | -1.89% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.33% | +0.49% | +11.78% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.33% | +0.44% | +5.96% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.32% | — | +0.91% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.30% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.11% | +3.17% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | -0.21% | -2.23% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.21% | — | — | |
| 30 | ITW | Illinois Tool Works | 株式-資本財 | 1.21% | — | — | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | +0.08% | — | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.18% | — | +5.85% | |
| 33 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.11% | — | +10.59% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -0.35% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.01% | -0.10% | +1.07% | |
| 36 | CI | THE Cigna Group | 株式-ヘルスケア | 0.98% | -0.07% | — | |
| 37 | INTC | Intel CORP | 株式-IT | 0.94% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.94% | -0.09% | — | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.94% | — | +0.27% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | +0.15% | +1.88% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.85% | — | — | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.84% | — | — | |
| 43 | HXL | Hexcel CORP | 株式-資本財 | 0.75% | — | — | |
| 44 | CB | Chubb Limited | 株式-金融 | 0.73% | — | +0.30% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | — | — | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.72% | — | — | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.68% | -0.15% | -5.04% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | +0.13% | +11.68% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.67% | — | — | |
| 50 | TREX | Trex Company INC | 株式-資本財 | 0.64% | — | — |