CIK: 0001717658
申告総資産額
$4.1億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 21.30% | — | -1.46% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.89% | +0.29% | -3.45% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.62% | -0.65% | +19.09% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.22% | -0.04% | -6.32% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.03% | -0.23% | +1.04% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | -0.14% | -1.91% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.38% | +0.35% | +5.23% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.33% | — | -2.21% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.02% | -0.46% | -0.81% | |
| 10 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.95% | -0.11% | +24.89% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.95% | — | -10.72% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.77% | — | +19.30% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | -0.09% | +10.38% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.63% | -0.16% | +10.68% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.53% | — | -4.91% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.34% | -0.10% | +60.15% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.18% | — | -14.92% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.14% | — | +20.97% | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 1.10% | — | +110.96% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | — | +17.03% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -0.09% | +109.02% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.06% | — | -8.73% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | -0.10% | -1.43% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | +5.01% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | -1.12% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.95% | — | +70.26% | |
| 27 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.88% | -0.07% | — | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | -0.06% | +58.35% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.08% | -6.01% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | +0.17% | +56.49% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | — | -3.31% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | — | -0.04% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.78% | — | -18.28% | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.78% | — | -1.55% | |
| 35 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.77% | — | +5.07% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.77% | -0.06% | +14.25% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.76% | — | +28.55% | |
| 38 | ENB | Enbridge INC | 株式-エネルギー | 0.73% | — | +20.21% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.73% | — | — | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.67% | — | +50.06% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | -7.40% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.53% | — | -31.95% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -2.42% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.50% | — | +54.14% | |
| 45 | EOG | Eog Resources INC | 株式-エネルギー | 0.49% | — | +12.32% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.48% | — | -0.99% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +43.79% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.46% | — | +0.57% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.40% | — | -46.42% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | +2.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.4% | +19.09% | 増加 |
| 2 | TQQQ | Proshares Ultrapro Qqq | +0.6% | +24.89% | 増加 |
| 3 | UNH | Unitedhealth Group INC | +0.5% | +60.15% | 増加 |
| 4 | NFLX | Netflix INC | +0.5% | +110.96% | 増加 |
| 5 | AAPL | Apple INC | +0.5% | +1.04% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +109.02% | 増加 |
| 7 | ABT | Abbott Laboratories | +0.4% | +58.35% | 増加 |
| 8 | COST | Costco Wholesale CORP | +0.4% | +56.49% | 増加 |
| 9 | INTC | Intel CORP | +0.3% | +70.26% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.3% | -1.91% | 減少 |
| 11 | TMO | Thermo Fisher Scientific INC | +0.3% | +50.06% | 増加 |
| 12 | ABBV | Abbvie INC | +0.3% | +19.30% | 増加 |
| 13 | BA | Boeing Co/the | +0.3% | +20.97% | 増加 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +10.68% | 増加 |
| 15 | UNP | Union Pacific CORP | +0.2% | +54.14% | 増加 |
| 16 | MSFT | Microsoft CORP | +0.2% | -0.81% | 減少 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +10.38% | 増加 |
| 18 | MCD | Mcdonald's CORP | +0.2% | +17.03% | 増加 |
| 19 | MRK | Merck & Co. INC. | +0.2% | +43.79% | 増加 |
| 20 | MA | Mastercard INC - A | +0.2% | +14.25% | 増加 |
| 21 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +5.23% | 増加 |
| 22 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | — | 変化なし |
| 23 | TXN | Texas Instruments INC | +0.1% | +28.55% | 増加 |
| 24 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -1.46% | 減少 |
| 25 | MDT | Medtronic plc | -0.2% | -31.95% | 減少 |
| 26 | VNQ | Vanguard Real Estate ETF | -0.2% | -18.28% | 減少 |
| 27 | VO | Vanguard Mid-cap ETF | -0.2% | -10.72% | 減少 |
| 28 | T | At&t INC | -0.3% | -50.81% | 減少 |
| 29 | AEP | American Electric Power Company, Inc. | -0.3% | -59.77% | 減少 |
| 30 | BND | Vanguard Total Bond Market | -0.3% | -14.92% | 減少 |
| 31 | CMCSA | Comcast Corp-class A | -0.3% | -46.42% | 減少 |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | -55.89% | 減少 |
| 33 | AGG | Ishares Core U.s. Aggregate | -1.1% | -81.84% | 減少 |
| 34 | VEA | Vanguard Ftse Developed ETF | -1.2% | -82.85% | 減少 |
| 35 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | 全売却 |
| 36 | SYK | Stryker CORP | — | EXIT | 全売却 |
| 37 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 38 | SRE | Sempra | — | EXIT | 全売却 |
| 39 | AVGO | Broadcom INC | — | EXIT | 全売却 |
| 40 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 41 | BMY | Bristol-myers Squibb Co | — | EXIT | 全売却 |
| 42 | XLE | Ss Energy Select Sector | — | EXIT | 全売却 |
| 43 | KMB | Kimberly-clark CORP | — | NEW | 新規購入 |
| 44 | DG | Dollar General CORP | — | EXIT | 全売却 |
| 45 | CHRW | C.h. Robinson Worldwide INC | — | EXIT | 全売却 |
| 46 | MRSH | Marsh & Mclennan Cos | — | EXIT | 全売却 |
| 47 | CAH | Cardinal Health INC | — | NEW | 新規購入 |
| 48 | NTR | Nutrien LTD | — | EXIT | 全売却 |
| 49 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 50 | AMT | American Tower CORP | — | EXIT | 全売却 |