CIK: 0001767730
申告総資産額
$4.8億
| # | 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 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 9.57% | — | +6.01% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 7.90% | -1.58% | — | |
| 3 | FMB | First Trust Managed Municipa | ETF-その他 | 7.38% | -1.07% | +9.64% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.06% | -1.26% | -1.61% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.57% | — | +6.34% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 4.49% | -0.51% | +3.02% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.46% | -0.59% | -14.62% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.20% | — | -1.73% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.97% | -1.39% | +13.69% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.94% | -0.92% | +21.72% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.91% | -0.29% | +15.88% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.90% | — | -0.50% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.28% | — | +2.59% | |
| 14 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.07% | — | -9.44% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.05% | -0.20% | +33.85% | |
| 16 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 2.05% | — | -0.96% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.74% | — | -0.12% | |
| 18 | BPYPN | Brookfield Property Partners L.P. | 株式-その他 | 1.70% | — | +128.04% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.76% | +16.54% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.44% | -0.12% | +30.51% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | -0.50% | +4.71% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.16% | +30.25% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.12% | +10.15% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | +4.47% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.78% | — | +17.85% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | +0.05% | +5.83% | |
| 27 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.74% | -0.36% | +1.15% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.73% | — | +1.07% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | +22.28% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | -0.19% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.08% | +5.40% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | -0.10% | +24.06% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.52% | — | +0.87% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.16% | -0.46% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | +54.96% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | +5.51% | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.45% | — | +47.35% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.44% | — | +3.04% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | +27.58% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +3.28% | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.43% | — | +0.67% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | +156.51% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +4.82% | |
| 44 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.37% | — | +0.27% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | +65.98% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.33% | — | +0.28% | |
| 47 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.31% | — | — | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | +30.06% | |
| 49 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 0.30% | — | -6.95% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | -17.80% |