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 | VUG | Vanguard Growth ETF | ETF-その他 | 8.10% | -0.65% | -1.68% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.30% | +0.35% | -3.21% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.66% | +0.06% | +2.61% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.75% | -0.07% | +0.46% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.70% | +0.29% | +2.08% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-その他 | 4.24% | — | -0.83% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.61% | -0.11% | -1.69% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.56% | -0.23% | -1.13% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -0.46% | +0.53% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 2.37% | +0.29% | -0.75% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.27% | -0.10% | -4.35% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.20% | — | -1.84% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | -0.14% | -0.38% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.99% | -0.29% | +0.76% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.92% | -0.18% | -5.14% | |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-その他 | 1.79% | — | -0.74% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.63% | +0.13% | +23.53% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | -0.10% | -0.72% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.48% | -0.16% | -0.03% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.41% | -0.04% | -0.47% | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 1.40% | — | +0.09% | |
| 22 | APP | Applovin Corp-class A | 株式-IT | 1.40% | -0.50% | — | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.31% | — | -0.10% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | -0.09% | -1.44% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.08% | — | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.09% | -4.28% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | +0.17% | +0.12% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.92% | — | -1.01% | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.86% | — | +13.20% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | — | -3.14% | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.82% | +0.22% | +0.01% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.08% | -1.10% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.73% | — | +0.28% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.73% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | -0.10% | -3.47% | |
| 36 | CMF | Ishares California Muni Bond | ETF-その他 | 0.68% | — | +1.88% | |
| 37 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.66% | -0.11% | -1.72% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | +0.10% | +2.60% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.62% | -0.06% | -2.11% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.25% | -1.26% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | +1.02% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | -0.27% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.10% | +3.95% | |
| 44 | LIN | Linde plc | 株式-素材 | 0.50% | +0.18% | -0.09% | |
| 45 | CGSD | Cap Group Short Duration | ETF-その他 | 0.49% | — | +0.52% | |
| 46 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.49% | -0.07% | — | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.48% | -0.13% | -2.06% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +0.04% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.45% | — | +2.75% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.44% | — | +3.77% |