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 | 6.56% | — | -8.67% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.76% | -0.43% | +2.73% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.17% | -0.90% | +3.29% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.51% | +0.46% | +2.34% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.99% | +0.16% | +1.98% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.34% | — | +10.35% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.33% | — | -1.87% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.27% | -0.32% | -1.40% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.21% | — | -1.29% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.18% | — | +7.17% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.03% | +0.20% | -0.57% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.94% | +0.49% | -1.22% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | -0.19% | +6.84% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.42% | -0.15% | -1.23% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.39% | +0.36% | +0.07% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.27% | +0.44% | +17.48% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.25% | -0.15% | +19.53% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | -0.21% | +3.85% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.20% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.11% | +14.85% | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.13% | — | +4.94% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.13% | — | +15.18% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +2.29% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | +0.15% | +1.17% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.03% | +0.08% | +2.91% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.02% | — | +7.68% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | +5.46% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.99% | -0.10% | +10.13% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.94% | — | +0.09% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | -2.94% | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.91% | — | +2.22% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.88% | — | +0.70% | |
| 33 | ITW | Illinois Tool Works | 株式-資本財 | 0.88% | — | +2.77% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | -0.09% | +17.38% | |
| 35 | INDB | Independent Bank Corp/ma | 株式-その他 | 0.84% | — | — | |
| 36 | TREX | Trex Company INC | 株式-資本財 | 0.78% | — | — | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | — | +7.95% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | -0.15% | — | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | -1.67% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | -2.28% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.65% | — | +8.20% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | +0.60% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | +0.70% | |
| 44 | CB | Chubb Limited | 株式-金融 | 0.56% | — | +7.50% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.56% | — | +18.13% | |
| 46 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.56% | — | +0.59% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | +21.07% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.55% | — | — | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.55% | — | -4.67% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | +0.23% |