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 | 8.64% | +0.35% | +3.08% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.07% | -0.65% | +1.45% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-その他 | 5.24% | +0.06% | +5.60% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.56% | -0.11% | -0.62% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.49% | -0.07% | -2.02% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-その他 | 4.13% | — | +9.48% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.08% | -0.23% | -0.20% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.07% | +0.29% | +1.24% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.90% | — | -1.89% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -0.46% | +1.29% | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 2.40% | — | +6.61% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.14% | -3.10% | |
| 13 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 1.92% | +0.29% | +36.98% | |
| 14 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 1.90% | — | -5.89% | |
| 15 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.88% | — | +72.73% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.84% | -0.29% | +1.72% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.78% | -0.04% | -0.77% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.76% | -0.10% | +3.82% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | +0.55% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.41% | -0.10% | -6.06% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.39% | -0.16% | -3.00% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | -0.09% | +1.54% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.10% | +2.08% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.10% | — | +5.01% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.96% | +0.25% | +9.20% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.90% | — | -0.87% | |
| 27 | CMF | Ishares California Muni Bond | ETF-その他 | 0.89% | — | +8.85% | |
| 28 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.88% | -0.11% | -4.18% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | +0.17% | +7.69% | |
| 30 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.85% | — | +8.61% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.08% | +4.30% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.84% | -0.18% | -2.67% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.83% | -0.06% | +3.36% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | — | -1.50% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -2.61% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.09% | -3.35% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +3.84% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.65% | — | +11.12% | |
| 39 | LIN | Linde plc | 株式-素材 | 0.65% | +0.18% | +1.44% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | +15.41% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.51% | — | +5.64% | |
| 42 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.50% | +0.22% | -22.18% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | -0.06% | -0.48% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.49% | — | -11.38% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | +0.10% | +5.50% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.46% | — | -2.47% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.44% | — | +2.24% | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.44% | — | — | |
| 49 | CGSD | Cap Group Short Duration | ETF-その他 | 0.42% | — | +6.68% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | — |