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 | 8.44% | — | -1.69% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.12% | -0.43% | -1.91% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.56% | -0.90% | -1.21% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.84% | +0.20% | +0.30% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.67% | — | +3.83% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.66% | +0.16% | +7.32% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.51% | — | -1.21% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.51% | -0.32% | +3.64% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.38% | +0.46% | -1.23% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | — | +2.98% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.93% | — | +5.39% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.80% | +0.36% | -0.87% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -0.19% | -0.91% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.72% | +0.49% | -1.02% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.67% | +0.08% | +0.16% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.56% | +0.15% | +1.44% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | — | -2.34% | |
| 18 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.42% | — | — | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.41% | — | +84.02% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.38% | — | +1.12% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | — | -1.17% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.35% | -0.15% | +0.31% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.26% | — | +16.85% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.19% | — | — | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | -0.15% | +0.68% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.08% | -0.15% | -0.90% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.05% | +0.44% | +1.49% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.01% | — | -1.74% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.21% | +2.03% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.11% | +11.02% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.95% | — | -14.50% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.91% | — | -13.97% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.89% | -0.10% | +0.37% | |
| 35 | ITW | Illinois Tool Works | 株式-資本財 | 0.88% | — | +0.18% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.83% | -0.09% | — | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.79% | — | — | |
| 38 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.79% | — | +2.78% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +6.70% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.74% | — | -0.73% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.12% | -2.72% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.70% | — | -6.53% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | +0.13% | +0.49% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.66% | — | +34.30% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.66% | — | +28.45% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +15.10% | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.62% | -0.07% | -3.02% | |
| 48 | CB | Chubb Limited | 株式-金融 | 0.60% | — | +0.85% | |
| 49 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.58% | — | +38.22% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | +12.18% |