CIK: 0001765595
申告総資産額
$5.1億
| # | 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 | 7.45% | -0.09% | +9.42% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.96% | -0.96% | -61.28% | |
| 3 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 4.69% | — | +3.49% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.36% | -0.04% | +5.27% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.91% | — | +10.40% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.81% | -0.29% | +4.12% | |
| 7 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 2.69% | +0.26% | +4.97% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.46% | — | +0.92% | |
| 9 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.36% | -0.05% | +3.17% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | +0.06% | +2.69% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.09% | +10.66% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.74% | — | +18.10% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.57% | — | -3.12% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.56% | — | +14.00% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | — | +1.48% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.46% | +0.06% | +10.52% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.39% | — | +1.48% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.38% | — | +4.77% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.35% | — | -0.01% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.22% | — | +31.03% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.20% | +0.06% | +27.66% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 1.12% | +0.04% | NEW | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | — | +4.18% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.11% | — | +2.57% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.11% | -0.05% | +0.46% | |
| 26 | PPL | Ppl CORP | 株式-公益事業 | 1.09% | — | +0.16% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.08% | — | +6.00% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.06% | -3.95% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | +0.70% | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.05% | +6.85% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | — | +0.56% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.23% | +8.76% | |
| 33 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.76% | — | -5.07% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.73% | — | +3.45% | |
| 35 | VLO | Valero Energy CORP | 株式-エネルギー | 0.71% | — | -2.56% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | +13.07% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | — | -3.43% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -1.16% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | -1.30% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | — | -3.63% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | -0.04% | EXIT | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -0.65% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | +13.18% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.58% | +0.04% | NEW | |
| 45 | T | At&t INC | 株式-通信サービス | 0.53% | — | +6.28% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | — | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | — | -0.72% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +1.31% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | -4.83% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | — |