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 | 4.10% | -0.43% | +1.58% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.67% | +0.36% | +52.49% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.50% | -0.90% | +45.88% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.21% | +0.46% | -0.58% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.97% | +0.20% | +104.76% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.95% | +0.16% | +1.06% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.84% | — | +1.83% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.25% | -0.32% | -0.74% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.19% | — | +100.18% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | — | +3.63% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 1.98% | +0.49% | +97.84% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.93% | — | -1.23% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.78% | +0.08% | +92.18% | |
| 14 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.68% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.64% | -0.15% | -7.81% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | -0.19% | -0.25% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.40% | -0.15% | +134.63% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | +55.62% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.35% | — | — | |
| 20 | MMM | 3m Co | 株式-資本財 | 1.35% | — | +13.96% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.34% | — | +13.31% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.32% | — | +72.87% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.30% | — | +33.27% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.25% | +0.15% | +98.22% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | — | -5.77% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.16% | +0.44% | +12.75% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | -0.15% | -0.25% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | +0.12% | -0.60% | |
| 29 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.07% | — | -2.18% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.06% | — | +6.62% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | +19.42% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.21% | +0.96% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.11% | +3.78% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | +86.47% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.90% | — | +7.28% | |
| 36 | ITW | Illinois Tool Works | 株式-資本財 | 0.90% | — | -7.25% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.85% | -0.10% | -2.65% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | -0.09% | +9.90% | |
| 39 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.80% | — | +1.02% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.79% | — | — | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.77% | — | +36.60% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.76% | — | +0.64% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.72% | — | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | -4.83% | |
| 45 | HXL | Hexcel CORP | 株式-資本財 | 0.64% | — | — | |
| 46 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.62% | — | — | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.61% | -0.07% | +4.09% | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.61% | -0.09% | — | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | +3.26% | |
| 50 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.58% | — | -2.98% |