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 | 17.11% | — | +0.75% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.92% | -0.65% | -7.34% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.54% | +0.29% | +6.49% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.29% | -0.04% | -9.90% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.27% | +0.35% | +23.06% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.23% | -0.23% | -3.98% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.04% | -0.14% | -0.72% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.89% | -0.46% | -4.46% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.46% | — | +38.39% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.16% | — | +4.65% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.73% | -0.16% | +2.82% | |
| 12 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.64% | -0.11% | +5.05% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | -0.09% | +1.15% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.60% | — | -2.78% | |
| 15 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 1.60% | — | +29.12% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.56% | -0.06% | -2.13% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.55% | -0.10% | -2.39% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.45% | — | +1.24% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | -0.09% | +2.43% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | -1.49% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.15% | — | -1.17% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.13% | — | +15.46% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | +0.44% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.04% | — | +0.48% | |
| 25 | SKYY | First Trust Cloud Computing | ETF-その他 | 1.04% | — | — | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 1.03% | — | -0.36% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.10% | +0.32% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.95% | — | -0.49% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.90% | — | +0.60% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.08% | +3.18% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | +0.70% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.88% | — | -1.05% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.87% | — | -3.05% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.86% | -0.06% | -6.37% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.85% | — | -0.80% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.83% | — | — | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.83% | — | -27.26% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.78% | — | +0.58% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.78% | — | -0.72% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | +0.34% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.71% | — | -1.93% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +167.48% | |
| 43 | LIN | Linde plc | 株式-素材 | 0.63% | — | -0.52% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.63% | -0.18% | -1.93% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.62% | — | — | |
| 46 | CME | Cme Group INC | 株式-金融 | 0.60% | — | -0.15% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | — | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.57% | — | -0.27% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.17% | +0.17% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +0.07% | -2.35% |