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 | 8.78% | +0.35% | +3.05% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 7.76% | -0.65% | +4.15% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.12% | -0.07% | -3.07% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.11% | -0.11% | -3.89% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.43% | -0.23% | -1.66% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.28% | +0.06% | +73.89% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.24% | +0.29% | +0.58% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.29% | — | -1.03% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-その他 | 2.70% | — | +76.42% | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 2.47% | — | +0.76% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.46% | +4.17% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.95% | — | +4.27% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.94% | -0.04% | -4.61% | |
| 14 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 1.92% | — | +5.96% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.77% | -0.14% | -0.10% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.66% | -0.10% | +1.29% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.63% | — | -0.48% | |
| 18 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 1.47% | +0.29% | — | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.40% | -0.29% | +2.42% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.33% | -0.16% | +0.21% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.22% | -0.10% | +2.96% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.17% | — | +10.26% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.10% | -0.45% | |
| 24 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.91% | -0.11% | -8.89% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.91% | — | -1.36% | |
| 26 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 0.89% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.09% | -7.66% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | -7.73% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | +0.25% | +3.81% | |
| 30 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.81% | — | +94.73% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.08% | +0.31% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.77% | -0.18% | -2.87% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | — | +7.95% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | +0.17% | +5.09% | |
| 35 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.73% | +0.22% | -7.14% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.72% | -0.06% | -3.50% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.70% | — | -1.56% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.65% | +0.18% | — | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.63% | — | -4.88% | |
| 40 | CMF | Ishares California Muni Bond | ETF-その他 | 0.60% | — | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | — | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | -0.06% | -1.75% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | +12.22% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.09% | -2.22% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | — | -1.63% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | — | +0.51% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.47% | — | -5.68% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.47% | — | -2.15% | |
| 49 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.46% | -0.07% | — | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.45% | — | — |