CIK: 0001767056
申告総資産額
$3.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.46% | — | +3.08% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.07% | — | +0.34% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.50% | — | +0.29% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.36% | — | +0.73% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 4.96% | — | +1.14% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.91% | — | +1.05% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.11% | — | +304.90% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-その他 | 4.09% | — | +6.45% | |
| 9 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.72% | — | -0.29% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.08% | — | +0.07% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.84% | — | +3.03% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.65% | — | -2.75% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | — | +7.23% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.48% | — | -5.38% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | — | +5.69% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | +3.74% | |
| 17 | PYPL | Paypal Holdings INC | 株式-金融 | 1.27% | — | +4.51% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.25% | — | +4.97% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.24% | — | +101.50% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | — | +8.78% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | — | +11.99% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | — | +8.94% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.99% | — | +7.08% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.98% | — | +6.37% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.96% | — | +0.32% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.91% | — | +24.48% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | +7.68% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | +9.28% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | +7.53% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | — | |
| 31 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.74% | — | +5.45% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.72% | — | +12.57% | |
| 33 | UL | Unilever PLC | 株式-生活必需品 | 0.70% | — | +22.07% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | — | |
| 35 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.64% | — | +34.30% | |
| 36 | GD | General Dynamics CORP | 株式-資本財 | 0.62% | — | +33.05% | |
| 37 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.62% | — | +1.86% | |
| 38 | KMX | Carmax INC | 株式-一般消費財 | 0.62% | — | +20.94% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.60% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +2.18% | |
| 41 | OSBC | Old Second Bancorp INC | 株式-その他 | 0.55% | — | — | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.53% | — | — | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | — | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.47% | — | — | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.42% | — | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | -12.16% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.36% | — | -1.00% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | — | +0.02% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.33% | — | +10.02% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.32% | — | -0.18% |