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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.95% | +0.35% | +3.07% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 7.51% | -0.65% | +0.95% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.80% | -0.07% | -1.35% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.75% | -0.11% | -3.76% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.64% | -0.23% | -0.78% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.54% | +0.29% | -0.13% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.63% | — | -1.33% | |
| 8 | FTCS | First Trust Capital Strength | ETF-その他 | 2.73% | — | +0.55% | |
| 9 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 2.51% | +0.09% | NEW | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.36% | -0.14% | -0.33% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.24% | -0.46% | -1.95% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.11% | -0.10% | +0.55% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 2.10% | -0.29% | +189.70% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.06% | -0.04% | -0.90% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.87% | — | -0.27% | |
| 16 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 1.81% | — | +7.33% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.74% | — | +3.68% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.48% | -0.16% | +1770.62% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.31% | +0.06% | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.09% | — | +0.44% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.05% | -0.09% | +1901.61% | |
| 22 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.04% | -0.11% | -6.58% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.10% | +3.19% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.01% | — | +1.19% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | -0.97% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.96% | — | — | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.25% | +3.74% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.80% | — | +18.69% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | +0.17% | +9.02% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.78% | +0.22% | +2.31% | |
| 31 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 0.77% | — | -0.56% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.08% | -1.60% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.76% | — | +2.26% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.72% | -0.06% | -3.01% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | -3.32% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.06% | -1.01% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.67% | -0.18% | -1.69% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.63% | -0.10% | -1.44% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.60% | — | -0.07% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.59% | — | -1.64% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | -0.82% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.09% | -6.08% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | +3.64% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | -5.75% | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.53% | -0.06% | EXIT | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | — | +3.44% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.49% | — | +1.15% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | — | +37.90% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.07% | +4.28% |