CIK: 0001761044
申告総資産額
$5.0億
| # | 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 | DLTR | Dollar Tree INC | 株式-生活必需品 | 12.88% | +0.01% | -79.82% | |
| 2 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 6.23% | — | -13.91% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.74% | -0.06% | +369.71% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.84% | -0.05% | +7.85% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.32% | -0.07% | -12.73% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.27% | +0.10% | -1.17% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.26% | — | -13.54% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.98% | -0.12% | -3.07% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.82% | +0.04% | -0.59% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | +0.07% | — | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.47% | — | +9.95% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.46% | +0.16% | -7.95% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | +0.26% | — | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.33% | +0.17% | -0.38% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.32% | +0.06% | -8.81% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 1.90% | +0.05% | -1.27% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.90% | +0.04% | +0.01% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.82% | — | -0.60% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.61% | -0.06% | -15.15% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.59% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | -0.07% | — | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.49% | — | -1.13% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.28% | +0.19% | +0.03% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.26% | -0.07% | +0.88% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | -0.15% | -0.15% | |
| 26 | CMI | Cummins INC | 株式-資本財 | 1.25% | — | +0.01% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.24% | — | — | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.16% | — | — | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.16% | -0.08% | -0.40% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | +0.03% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.11% | — | +35.86% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | -2.78% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | — | -0.69% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.95% | — | +0.02% | |
| 35 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.92% | — | — | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.88% | — | — | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.88% | +0.14% | — | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.85% | — | -0.83% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.84% | -0.17% | -0.75% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | -0.03% | -8.12% | |
| 41 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.69% | +0.02% | — | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.62% | — | -8.00% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.56% | -0.12% | -12.72% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.55% | +0.02% | — | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.44% | — | -18.04% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | +0.05% | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | — | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.34% | — | -13.43% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.34% | — | +0.19% |