CIK: 0001631738
申告総資産額
$3.7億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.95% | +0.30% | +29.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.18% | -0.11% | +9.48% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.56% | — | +11.88% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.18% | -0.02% | -2.56% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.82% | — | +0.90% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.81% | — | +4.11% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.53% | -1.66% | +17.86% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.41% | -0.05% | +7.02% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.23% | +0.51% | +2.16% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.10% | -0.37% | +2.59% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 2.00% | — | +0.44% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.91% | +0.63% | +1.95% | |
| 13 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.81% | — | +41.48% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.77% | -0.08% | -2.69% | |
| 15 | BBTUSD | Bb&t CORP | 株式-その他 | 1.77% | — | +4.29% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | -0.23% | -1.03% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.63% | +0.08% | +2.43% | |
| 18 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.62% | — | -1.17% | |
| 19 | STT | State Street CORP | 株式-金融 | 1.60% | — | +6.54% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.57% | -0.08% | +3.82% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.47% | — | +2.68% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.46% | -0.30% | +0.17% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.45% | — | -4.52% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.45% | -0.01% | -0.85% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 1.40% | — | +3.68% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.30% | — | +13.53% | |
| 27 | ENB | Enbridge INC | 株式-エネルギー | 1.26% | — | -1.60% | |
| 28 | UTXZ | United Tech CORP | 株式-その他 | 1.26% | — | +7.84% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.21% | -0.11% | +5.15% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.17% | — | — | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | -0.30% | -3.56% | |
| 32 | PAYX | Paychex INC | 株式-IT | 1.15% | — | +4.12% | |
| 33 | CRM | Salesforce INC | 株式-IT | 1.14% | +0.20% | +3.46% | |
| 34 | GIS | General Mills INC | 株式-生活必需品 | 1.12% | — | -5.75% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | -0.04% | -3.91% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.02% | — | +5.53% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | +6.29% | |
| 38 | PRU | Prudential Financial INC | 株式-金融 | 1.00% | — | +144.71% | |
| 39 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.00% | -0.19% | +213.47% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.00% | -0.10% | +7.98% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.98% | — | +5.98% | |
| 42 | COR | Cencora INC | 株式-ヘルスケア | 0.96% | — | +2.46% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | -0.20% | -7.23% | |
| 44 | XLB | Ss Materials Select Sector | ETF-その他 | 0.93% | -0.05% | +5.37% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.93% | -0.05% | +4.83% | |
| 46 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.89% | — | -0.93% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +5.12% | |
| 48 | SLB | Slb LTD | 株式-エネルギー | 0.76% | — | -40.79% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.72% | — | -0.11% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.69% | — | — |