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 | 8.64% | — | +10.85% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.31% | -0.43% | +254.13% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.24% | -0.90% | -6.96% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.04% | +0.46% | +13.20% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.88% | +0.16% | +2.38% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.46% | — | +8.57% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.44% | -0.32% | -11.27% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.41% | +0.20% | +0.39% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.30% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.27% | — | +2.01% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.23% | — | +0.39% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.19% | -7.78% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.58% | +0.49% | -3.41% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.57% | -0.15% | +1.01% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | — | — | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.38% | +0.15% | -0.76% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | +0.08% | +0.16% | |
| 18 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.36% | — | +20.68% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.21% | — | +6.19% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.20% | — | — | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | -0.15% | +3.41% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | — | +0.77% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.18% | — | +41.38% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.36% | -2.29% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | +0.44% | +7.57% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.07% | -0.10% | +1.07% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.99% | — | -2.35% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | -0.21% | +1.36% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | — | +6.63% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.97% | — | +0.19% | |
| 31 | ITW | Illinois Tool Works | 株式-資本財 | 0.94% | — | +0.64% | |
| 32 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.93% | — | +0.21% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | -0.09% | — | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | -0.15% | -3.93% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +3.99% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | -0.11% | +0.34% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.81% | — | -3.18% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.75% | — | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | +1.24% | |
| 40 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.71% | — | +0.88% | |
| 41 | INDB | Independent Bank Corp/ma | 株式-その他 | 0.70% | — | -9.55% | |
| 42 | TREX | Trex Company INC | 株式-資本財 | 0.70% | — | +100.00% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.68% | — | +0.18% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | +0.13% | +1.95% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.59% | — | — | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +4.78% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | — | -14.84% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | — | |
| 49 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.53% | — | +0.23% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | — |