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 | 18.67% | — | -0.68% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.03% | +0.29% | +5.14% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.93% | -0.65% | -1.55% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.25% | -0.04% | -0.77% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.10% | -0.23% | -7.42% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.81% | +0.35% | +25.45% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.46% | -6.34% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | -0.14% | -0.29% | |
| 9 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 2.27% | -0.11% | +0.39% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.16% | — | +15.37% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.54% | — | -2.88% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.54% | -0.16% | -1.14% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.54% | — | -8.26% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.49% | -0.10% | +0.97% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | -0.09% | -1.24% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.40% | -0.06% | +11.49% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.38% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.10% | +1.64% | |
| 19 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.22% | — | +147.80% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | -0.09% | -0.68% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +15.19% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.03% | — | -1.76% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.02% | — | +1.49% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.01% | — | — | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.00% | — | +67.18% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | +2.40% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.91% | -0.06% | -0.47% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | +3.50% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.89% | — | +0.71% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.88% | — | +1.24% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.85% | — | +37.20% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | -2.01% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | -5.07% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.80% | — | +8.82% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.08% | -9.27% | |
| 36 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.78% | -0.07% | -8.79% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.72% | — | +30.39% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.71% | — | -2.81% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.71% | — | -2.04% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.70% | — | -5.92% | |
| 41 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.69% | — | +0.07% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | -30.17% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.68% | -0.18% | -19.82% | |
| 44 | FTCS | First Trust Capital Strength | ETF-その他 | 0.65% | — | — | |
| 45 | LIN | Linde plc | 株式-素材 | 0.62% | — | -4.52% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.61% | — | — | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | -13.50% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +37.15% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.56% | — | +45.28% | |
| 50 | AEP | American Electric Power | 株式-公益事業 | 0.53% | — | +3.85% |