CIK: 0001729515
申告総資産額
$4.5億
上位200銘柄を表示中（全373銘柄）
| # | 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 | 4.73% | — | +597.39% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.71% | -0.90% | +606.87% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.11% | +0.46% | +573.27% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.97% | +0.16% | +592.23% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.73% | -0.43% | +191.50% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.46% | -0.32% | +626.89% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.39% | — | +606.04% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.30% | — | +639.69% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.09% | — | +572.56% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | — | +533.47% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | +0.20% | +616.46% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.73% | +0.44% | +640.10% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.45% | +0.49% | +600.00% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | -0.21% | +604.38% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.36% | — | +654.79% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | -0.15% | +566.68% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | +0.36% | +576.75% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.22% | -0.10% | +611.67% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | +603.59% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.15% | — | +600.00% | |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.11% | — | +634.09% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | -0.15% | +620.34% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.08% | +0.15% | +634.79% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | +612.23% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.08% | — | +844.75% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.11% | +593.35% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | +850.46% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.99% | — | +610.02% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.95% | — | +606.80% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | +623.85% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.90% | — | +600.00% | |
| 32 | TREX | Trex Company INC | 株式-資本財 | 0.89% | — | +600.00% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.88% | +0.08% | +600.00% | |
| 34 | ITW | Illinois Tool Works | 株式-資本財 | 0.85% | — | +602.34% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.13% | +617.67% | |
| 36 | INDB | Independent Bank Corp/ma | 株式-その他 | 0.71% | — | +600.00% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.19% | +212.05% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | — | +605.68% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | +609.38% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | +612.45% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.62% | -0.08% | +617.95% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.61% | — | +680.29% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | +603.56% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | +604.80% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | -0.15% | +600.00% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.59% | — | +566.06% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | +617.61% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.57% | — | +569.76% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +655.08% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.55% | — | +579.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.4% | +606.87% | 増加 |
| 2 | HD | Home Depot INC | +0.3% | +606.04% | 増加 |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.2% | +844.75% | 増加 |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +850.46% | 増加 |
| 5 | PFE | Pfizer INC | +0.2% | +600.00% | 増加 |
| 6 | TREX | Trex Company INC | +0.2% | +600.00% | 増加 |
| 7 | COST | Costco Wholesale CORP | +0.1% | +617.67% | 増加 |
| 8 | ACN | Accenture plc | +0.1% | +617.95% | 増加 |
| 9 | VUG | Vanguard Growth ETF | +0.1% | +626.89% | 増加 |
| 10 | UNH | Unitedhealth Group INC | +0.1% | +612.45% | 増加 |
| 11 | TMO | Thermo Fisher Scientific INC | +0.1% | +611.67% | 増加 |
| 12 | ABBV | Abbvie INC | +0.1% | +609.38% | 増加 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +603.59% | 増加 |
| 14 | ITW | Illinois Tool Works | +0.1% | +602.34% | 増加 |
| 15 | PEP | Pepsico INC | +0.1% | +612.23% | 増加 |
| 16 | CSCO | Cisco Systems INC | 0% | +617.61% | 増加 |
| 17 | NKE | Nike INC -cl B | 0% | +605.68% | 増加 |
| 18 | QUAL | Ishares Msci USA Quality Fac | 0% | +606.80% | 増加 |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | — | +610.02% | 増加 |
| 20 | USMV | Ishares Msci USA Min Vol Fac | — | +603.56% | 増加 |
| 21 | MCD | Mcdonald's CORP | — | +604.80% | 増加 |
| 22 | VLUE | Ishares Msci USA Value Facto | — | +607.92% | 増加 |
| 23 | VTIP | Vanguard Short-term Tips | 0% | +680.29% | 増加 |
| 24 | CB | Chubb Limited | 0% | +579.69% | 増加 |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | +604.38% | 増加 |
| 26 | IWV | Ishares Russell 3000 ETF | 0% | +600.00% | 増加 |
| 27 | WMT | Walmart INC | 0% | +634.79% | 増加 |
| 28 | INDB | Independent Bank Corp/ma | 0% | +600.00% | 増加 |
| 29 | JNJ | Johnson & Johnson | 0% | +616.46% | 増加 |
| 30 | CAT | Caterpillar INC | 0% | +600.00% | 増加 |
| 31 | JPST | Jpmorgan Ultra-short Income | 0% | +654.79% | 増加 |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.1% | +634.09% | 増加 |
| 33 | EFA | Ishares Msci Eafe ETF | -0.1% | +640.10% | 増加 |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +623.85% | 増加 |
| 35 | MRK | Merck & Co. INC. | -0.1% | +600.00% | 増加 |
| 36 | BMY | Bristol-myers Squibb Co | -0.1% | +566.06% | 増加 |
| 37 | DIS | Walt Disney Co/the | -0.1% | +655.08% | 増加 |
| 38 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | +572.56% | 増加 |
| 39 | IBM | Intl Business Machines CORP | -0.1% | +600.00% | 増加 |
| 40 | V | Visa Inc-class A Shares | -0.1% | +620.34% | 増加 |
| 41 | INTC | Intel CORP | -0.1% | +569.76% | 増加 |
| 42 | VO | Vanguard Mid-cap ETF | -0.1% | +592.23% | 増加 |
| 43 | XOM | Exxon Mobil CORP | -0.1% | +576.75% | 増加 |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | +639.69% | 増加 |
| 45 | JPM | Jpmorgan Chase & Co | -0.2% | +593.35% | 増加 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +533.47% | 増加 |
| 47 | META | Meta Platforms Inc-class A | -0.2% | +566.68% | 増加 |
| 48 | VB | Vanguard Small-cap ETF | -0.4% | +573.27% | 増加 |
| 49 | SPTS | Ss Spdr P St Term Tsy ETF | -0.6% | +597.39% | 増加 |
| 50 | AAPL | Apple INC | -3% | +191.50% | 増加 |