CIK: 0001729515
申告総資産額
$4.5億
上位200銘柄を表示中（全202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 | AAPL | Apple INC | 株式-IT | 7.13% | -0.43% | -0.25% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.60% | -0.90% | -1.07% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.12% | +0.46% | +1.13% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.90% | +0.16% | -0.24% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.53% | -0.32% | -0.75% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | — | -2.45% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.26% | — | +1.63% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.05% | +0.36% | — | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.96% | +0.20% | -2.25% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.78% | — | -0.50% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.75% | +0.44% | +3.79% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.73% | +0.49% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.19% | +0.17% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | +0.08% | -1.16% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.30% | — | -1.95% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | -0.21% | -0.97% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.25% | -0.15% | -0.12% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.23% | — | -0.50% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | +0.15% | +0.10% | |
| 20 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.22% | — | -1.38% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.16% | — | +4.41% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.14% | — | +3.80% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.13% | — | -0.66% | |
| 24 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.07% | — | -0.46% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.15% | -3.67% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.00% | — | +2.82% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.11% | +0.09% | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.99% | — | -1.23% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.97% | -0.10% | -2.39% | |
| 30 | ITW | Illinois Tool Works | 株式-資本財 | 0.87% | — | -0.25% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.82% | +0.06% | +12.91% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | +0.13% | -0.72% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.76% | +0.34% | +2.28% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.76% | — | — | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.75% | — | -2.75% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.70% | — | -1.33% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | -2.72% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | +3.71% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | -5.90% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | -0.14% | +0.16% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | — | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.12% | -1.01% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.09% | — | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | -2.86% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.64% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | -4.92% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | — | |
| 48 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.61% | +0.11% | +0.47% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | -0.15% | -1.27% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +1.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -0.25% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.4% | -1.07% | 減少 |
| 3 | AMZN | Amazon.com INC | +0.3% | +0.17% | 増加 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | -3.67% | 減少 |
| 5 | VUG | Vanguard Growth ETF | +0.2% | -0.75% | 減少 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +0.16% | 増加 |
| 7 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +38.97% | 増加 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.97% | 減少 |
| 9 | TREX | Trex Company INC | +0.1% | — | 変化なし |
| 10 | NVDA | Nvidia CORP | +0.1% | +0.33% | 増加 |
| 11 | TSLA | Tesla INC | +0.1% | NEW | 新規購入 |
| 12 | ULTA | Ulta Beauty INC | +0.1% | NEW | 新規購入 |
| 13 | ZBH | Zimmer Biomet Holdings INC | +0.1% | NEW | 新規購入 |
| 14 | URI | United Rentals INC | +0.1% | NEW | 新規購入 |
| 15 | XYL | Xylem INC | +0.1% | NEW | 新規購入 |
| 16 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +4.41% | 増加 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | NEW | 新規購入 |
| 18 | NFLX | Netflix INC | +0.1% | NEW | 新規購入 |
| 19 | RSG | Republic Services INC | +0.1% | NEW | 新規購入 |
| 20 | ZTS | Zoetis INC | +0.1% | NEW | 新規購入 |
| 21 | SCJ | Ishares Msci Japan Small-cap | +0.1% | NEW | 新規購入 |
| 22 | MO | Altria Group INC | +0.1% | NEW | 新規購入 |
| 23 | ICE | Intercontinental Exchange In | +0.1% | NEW | 新規購入 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.09% | 増加 |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +3.80% | 増加 |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +19.53% | 増加 |
| 27 | CAT | Caterpillar INC | 0% | — | 変化なし |
| 28 | GLD | Spdr Gold Shares | 0% | +12.91% | 増加 |
| 29 | MRK | Merck & Co. INC. | 0% | -1.16% | 減少 |
| 30 | VB | Vanguard Small-cap ETF | 0% | +1.13% | 増加 |
| 31 | WMT | Walmart INC | 0% | +0.10% | 増加 |
| 32 | IWV | Ishares Russell 3000 ETF | 0% | -0.46% | 減少 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -2.45% | 減少 |
| 34 | V | Visa Inc-class A Shares | — | -0.12% | 減少 |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | +3.79% | 増加 |
| 36 | HD | Home Depot INC | 0% | -0.50% | 減少 |
| 37 | JNJ | Johnson & Johnson | 0% | -2.25% | 減少 |
| 38 | VO | Vanguard Mid-cap ETF | -0.1% | -0.24% | 減少 |
| 39 | T | At&t INC | -0.1% | EXIT | 全売却 |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | EXIT | 全売却 |
| 41 | QCOM | Qualcomm INC | -0.1% | EXIT | 全売却 |
| 42 | VNQ | Vanguard Real Estate ETF | -0.1% | EXIT | 全売却 |
| 43 | CVS | Cvs Health CORP | -0.1% | -35.04% | 減少 |
| 44 | DIS | Walt Disney Co/the | -0.1% | -7.76% | 減少 |
| 45 | PI | Impinj INC | -0.1% | — | 変化なし |
| 46 | BMY | Bristol-myers Squibb Co | -0.1% | -2.86% | 減少 |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.1% | -10.23% | 減少 |
| 48 | ABBV | Abbvie INC | -0.2% | — | 変化なし |
| 49 | TMO | Thermo Fisher Scientific INC | -0.2% | -2.39% | 減少 |
| 50 | INDB | Independent Bank Corp/ma | -0.2% | — | 変化なし |