CIK: 0001770710
申告総資産額
$2.7億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 16.38% | — | +30.82% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.19% | — | +20.43% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.77% | — | -9.83% | |
| 4 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 3.26% | — | +28.97% | |
| 5 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.16% | — | +6.13% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.72% | — | +1.65% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.60% | — | +3.33% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.55% | — | -0.61% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.53% | — | — | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.67% | — | -0.43% | |
| 11 | CCI | Crown Castle INC | 株式-不動産 | 1.54% | — | -7.69% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.54% | — | +4.49% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.53% | — | +13.53% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | — | +9.34% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.51% | — | -21.61% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | — | -0.12% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 1.41% | — | -5.40% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.37% | — | +5.95% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.33% | — | +8.42% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.32% | — | +3.67% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 1.31% | — | +2.61% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 1.29% | — | +1.62% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.26% | — | -0.12% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | — | -7.55% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | — | +14.09% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.19% | — | -9.30% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.19% | — | +2.42% | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.14% | — | +1.95% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.13% | — | -1.69% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 1.08% | — | -0.97% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | -0.66% | |
| 32 | BHB | Bar Harbor Bankshares | 株式-その他 | 1.05% | — | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.04% | — | +4.34% | |
| 34 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 1.03% | — | -0.23% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.98% | — | -4.68% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | — | +18.42% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.93% | — | +0.67% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | — | +6.05% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.91% | — | +0.18% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -0.18% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | — | -0.65% | |
| 42 | FTV | Fortive CORP | 株式-IT | 0.84% | — | +1.70% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.83% | — | -0.08% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | -2.01% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.78% | — | +12.21% | |
| 46 | FRCB | First Republic Bank/ca | 株式-金融 | 0.78% | — | -0.32% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.72% | — | -1.04% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | +4.07% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.65% | — | -0.14% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.60% | — | -1.11% |