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 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 6.11% | — | +855.69% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.45% | -0.43% | -1.62% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.59% | -0.90% | -1.71% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.95% | +0.46% | +1.69% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.94% | — | +4.52% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.84% | +0.16% | +1.76% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.79% | +0.36% | -0.07% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.43% | +0.20% | -1.99% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.38% | — | -0.13% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.33% | -0.32% | +5.42% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.30% | — | +8.50% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.89% | — | -1.04% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.67% | +0.49% | — | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.59% | +0.08% | -0.76% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.43% | — | +0.63% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.40% | -0.15% | -3.07% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | -0.19% | — | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | +0.15% | -0.53% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | +0.41% | |
| 20 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.33% | — | -0.90% | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.25% | — | — | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.24% | -0.15% | -1.03% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.14% | — | +0.69% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.14% | — | +4.31% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.13% | +0.44% | +2.54% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | -0.15% | -2.61% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.04% | — | -0.53% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.11% | -0.24% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.97% | — | +3.99% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.96% | +0.12% | -0.92% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.92% | — | -6.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.21% | -0.70% | |
| 33 | ITW | Illinois Tool Works | 株式-資本財 | 0.84% | — | -2.16% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.83% | — | +10.88% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.82% | — | -5.47% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.79% | — | +7.08% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.77% | -0.10% | -0.73% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.76% | — | -16.21% | |
| 39 | CB | Chubb Limited | 株式-金融 | 0.75% | — | +0.92% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -0.18% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | -0.09% | +0.89% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.69% | — | -0.53% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.66% | — | — | |
| 44 | HXL | Hexcel CORP | 株式-資本財 | 0.64% | — | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.13% | -0.78% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.60% | — | +130.77% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | -0.32% | |
| 48 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.60% | — | -2.13% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | — | -2.08% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.55% | -0.09% | — |