CIK: 0001740809
申告総資産額
$1.3億
| # | 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 | 8.41% | +1.20% | -0.24% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.25% | -0.19% | -0.30% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.59% | -0.03% | +10.42% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.48% | — | +0.86% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.40% | -0.69% | -8.77% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.26% | — | -3.97% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.04% | -0.26% | -2.61% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.66% | — | -5.90% | |
| 9 | BLKCHF | Blackrock INC | 株式-その他 | 2.60% | — | -10.93% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.50% | -0.16% | -2.94% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.40% | -0.18% | +22.62% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.16% | — | -6.42% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.00% | — | -22.57% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.85% | -0.22% | +20.88% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.84% | — | -2.88% | |
| 16 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.71% | — | +0.11% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.69% | +0.01% | +4.28% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.55% | +0.01% | -4.80% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.55% | -0.12% | -4.01% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.51% | — | +23.40% | |
| 21 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.44% | — | +6.98% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.35% | — | -16.84% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | — | -6.54% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | +0.31% | -17.17% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 1.27% | -0.10% | -21.16% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.24% | -0.08% | -4.65% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.22% | — | -6.78% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | — | -3.19% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.17% | — | +33.10% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.12% | +0.04% | -4.19% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.02% | — | +13.25% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | -0.84% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | -2.66% | |
| 34 | GD | General Dynamics CORP | 株式-資本財 | 0.90% | — | -29.68% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.87% | +0.25% | -6.29% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | +0.08% | +0.06% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.86% | — | +2.67% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | -5.93% | |
| 39 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-その他 | 0.85% | — | -14.81% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.85% | — | +9.83% | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.78% | -0.02% | -17.62% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | +0.31% | |
| 43 | IRT | Independence Realty Trust In | 株式-不動産 | 0.73% | — | -10.47% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.67% | — | +9.00% | |
| 45 | SRE | Sempra | 株式-公益事業 | 0.67% | — | -4.30% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | -1.97% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.63% | +0.01% | +0.05% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.63% | — | -8.26% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.63% | +0.02% | -9.14% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | -4.60% |