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 | 13.95% | — | +2.61% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 8.90% | — | -0.37% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.64% | — | -0.63% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.46% | — | +2.22% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.86% | — | +2.66% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.77% | — | +0.63% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.76% | — | -0.02% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.46% | — | +0.31% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.25% | — | +5.23% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.10% | — | +0.72% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 2.02% | — | -0.99% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.99% | — | -10.03% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | — | +0.30% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.70% | — | +0.75% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | — | +0.02% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.66% | — | +0.70% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | — | +0.65% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.48% | — | +1.01% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.46% | — | +0.96% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.39% | — | +0.48% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | — | +2.82% | |
| 22 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.09% | — | +1.72% | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.05% | — | +14.60% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | -1.35% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | — | — | |
| 26 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.92% | — | +3.26% | |
| 27 | APD | Air Products & Chemicals INC | 株式-素材 | 0.91% | — | +2.70% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | — | +888.59% | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.86% | — | +2.04% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.82% | — | +3.63% | |
| 31 | PSA | Public Storage | 株式-不動産 | 0.81% | — | +2.69% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | -0.24% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | — | +5.26% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.61% | — | — | |
| 35 | OSBC | Old Second Bancorp INC | 株式-その他 | 0.51% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | -0.66% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | — | — | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -0.71% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | — | |
| 41 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.36% | — | — | |
| 42 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 0.35% | — | — | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.34% | — | +0.35% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.34% | — | -0.55% | |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.33% | — | +0.35% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.33% | — | — | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | -0.15% | |
| 48 | CSW | Csw Industrials INC | 株式-資本財 | 0.27% | — | — | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.25% | — | +25.12% | |
| 50 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.25% | — | — |