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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 22.25% | -1.58% | -6.71% | |
| 2 | FMB | First Trust Managed Municipa | ETF-その他 | 6.63% | -1.07% | -0.30% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.32% | -0.59% | +308.32% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 4.49% | — | +8.63% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.38% | -1.26% | +0.30% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.31% | -0.92% | -0.71% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.31% | -0.29% | +0.56% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.15% | — | -1.44% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.81% | -1.39% | +0.35% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.76% | -2.98% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.63% | — | -0.70% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.61% | -0.20% | +1.33% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.37% | — | -0.52% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.97% | -0.50% | +1.16% | |
| 15 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.88% | +0.07% | NEW | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.66% | — | +0.41% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.60% | — | +0.39% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.48% | — | +1.85% | |
| 19 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.22% | -0.36% | +3.77% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.18% | -0.12% | -0.61% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.04% | -0.10% | +1.90% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +0.66% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | -0.16% | +3.45% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | — | +431.21% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | +0.05% | +0.68% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | — | +12.02% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.63% | — | — | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | +0.82% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.16% | +7.88% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.57% | +0.04% | -1.90% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.12% | -6.39% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +45.90% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | -0.14% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.49% | — | +1.05% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.48% | — | +1.76% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.43% | — | +8.25% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.42% | — | +3.38% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.35% | — | +20.31% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | -3.79% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | -14.81% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | +74.37% | |
| 42 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.31% | — | +2.11% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.08% | +23.22% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.30% | — | +1.19% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +0.52% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.29% | — | +124.83% | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.29% | — | +0.37% | |
| 48 | CSGP | Costar Group INC | 株式-不動産 | 0.26% | — | — | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.26% | — | +0.51% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.25% | — | +0.63% |