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 | BND | Vanguard Total Bond Market | ETF-その他 | 9.67% | -0.08% | +324.80% | |
| 2 | UPS | United Parcel Service-cl B | 株式-資本財 | 6.55% | +0.16% | +0.08% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.13% | -0.10% | +0.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.06% | +0.07% | -0.67% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.48% | — | +1.61% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.40% | +0.10% | +1.01% | |
| 7 | GE | General Electric | 株式-資本財 | 3.27% | +0.02% | -0.64% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 3.23% | -0.58% | +16.54% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.23% | +0.06% | +0.98% | |
| 10 | STRL | Sterling Infrastructure INC | 株式-資本財 | 2.93% | -0.16% | -30.81% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.60% | +0.25% | -30.16% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | -0.02% | +2.03% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.91% | +0.22% | +0.16% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.88% | +0.01% | -1.84% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.85% | +0.08% | +0.94% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.67% | -0.05% | -20.95% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.05% | -1.11% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.57% | — | -0.70% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.04% | +16.23% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | -5.22% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.42% | -0.07% | -1.42% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.41% | — | -21.97% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.40% | -0.01% | — | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.37% | -0.41% | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | — | +3.80% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.34% | — | -14.38% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.30% | — | -5.71% | |
| 28 | T | At&t INC | 株式-通信サービス | 1.26% | — | -18.88% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.26% | — | -32.63% | |
| 30 | F | Ford Motor Co | 株式-一般消費財 | 1.25% | — | -31.65% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 1.23% | — | +0.87% | |
| 32 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.19% | +0.03% | +0.33% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.13% | +0.02% | +0.45% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 1.05% | +0.12% | +0.18% | |
| 35 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.04% | +0.10% | +0.02% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.04% | — | -0.04% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.92% | — | — | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | -0.05% | -10.50% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | +0.05% | +0.32% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.83% | — | — | |
| 41 | MU | Micron Technology INC | 株式-IT | 0.73% | — | -31.08% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | — | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | — | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.57% | — | +1.18% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +6.42% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -0.81% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.50% | — | -1.30% | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.50% | — | -15.37% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | — | -26.55% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.47% | — | +0.54% |