CIK: 0001839445
申告総資産額
$2.1億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.57% | -0.02% | -11.73% | |
| 2 | UPS | United Parcel Service-cl B | 株式-資本財 | 6.94% | +0.16% | -0.04% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.83% | -0.10% | -9.18% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.75% | — | -6.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.63% | +0.07% | -55.97% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.50% | +0.25% | -36.00% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.42% | +0.10% | -1.78% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.41% | +0.06% | -2.40% | |
| 9 | STRL | Sterling Infrastructure INC | 株式-資本財 | 2.44% | -0.16% | -14.69% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 2.22% | -0.08% | +2.79% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.16% | +0.22% | -32.72% | |
| 12 | MU | Micron Technology INC | 株式-IT | 1.97% | — | -10.56% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.95% | — | +0.26% | |
| 14 | GE | General Electric | 株式-資本財 | 1.88% | +0.02% | -39.15% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.87% | — | +2.75% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.85% | — | -42.02% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.78% | +0.01% | +3.47% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.71% | +0.08% | +0.18% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.05% | -18.95% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.58% | — | -51.90% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.57% | — | +0.57% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.53% | -0.05% | +9.35% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | -0.04% | +80.73% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.36% | — | -36.71% | |
| 25 | F | Ford Motor Co | 株式-一般消費財 | 1.33% | — | +7.49% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 1.29% | — | -49.87% | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 1.24% | -0.07% | -0.12% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.23% | -0.01% | -1.32% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.17% | — | -22.64% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 1.12% | — | -0.26% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.07% | +0.03% | +5.21% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 1.06% | +0.05% | -44.31% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 1.04% | +0.12% | +1.34% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.00% | +0.02% | +9.50% | |
| 35 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.99% | +0.10% | +9.72% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | -0.41% | -0.74% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.96% | — | +2.61% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.81% | — | +5.34% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | -0.05% | -1.87% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.71% | -0.58% | -39.54% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -44.96% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.59% | — | +0.78% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.58% | — | — | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.57% | — | +1.18% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | -20.33% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.53% | — | -0.35% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.51% | — | +2.03% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.49% | — | — | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | — | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | — | -0.29% |