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 | 5.32% | -0.43% | +1.22% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.68% | -0.90% | +0.72% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.08% | +0.46% | -0.50% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.87% | +0.16% | +5.29% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.52% | — | -0.85% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | +0.20% | +0.40% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.31% | +0.36% | -5.60% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | — | +12.34% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.12% | -0.32% | -0.80% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.05% | — | -0.33% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 1.86% | +0.49% | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.65% | +0.44% | -4.59% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.50% | — | -24.27% | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.49% | — | -23.79% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.48% | +0.08% | +1.34% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.38% | — | -8.47% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | +1.51% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.26% | — | +1.62% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.24% | +0.15% | +1.73% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | -0.15% | -1.19% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.20% | -0.10% | -0.24% | |
| 22 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.11% | — | — | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.06% | — | +5.40% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | -0.21% | +1.60% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.19% | +2.04% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.04% | — | +0.92% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.02% | — | +8.03% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.11% | +7.40% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.02% | — | +5.44% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | — | -0.02% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.88% | — | +30.64% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.87% | — | +1.21% | |
| 33 | ITW | Illinois Tool Works | 株式-資本財 | 0.86% | — | +2.37% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.12% | +0.54% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.85% | — | -6.10% | |
| 36 | INDB | Independent Bank Corp/ma | 株式-その他 | 0.83% | — | — | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.82% | — | +2.58% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +0.26% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | +0.13% | +3.60% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | -3.66% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | — | +43.29% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.75% | +0.06% | -5.26% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | -0.09% | — | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | -0.15% | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | +2.57% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.70% | — | -0.41% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.70% | +0.34% | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.68% | — | -9.64% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +43.61% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +0.79% |