CIK: 0001802955
申告総資産額
$3.7億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.10% | -0.49% | +0.85% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.54% | -0.71% | -1.11% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.39% | -0.48% | +0.16% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.35% | -0.06% | -1.48% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.39% | +0.90% | -2.10% | |
| 6 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 3.81% | +0.25% | -4.83% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 3.47% | — | +2.65% | |
| 8 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 3.46% | +0.37% | +2.10% | |
| 9 | CAT | Caterpillar INC | 株式-資本財 | 3.40% | +0.43% | +1.96% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 3.29% | -0.53% | +0.11% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 3.17% | +0.07% | +1.71% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.14% | +0.28% | +3.41% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.12% | — | +2.49% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.10% | -0.47% | +2.88% | |
| 15 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 3.08% | +0.08% | +7.19% | |
| 16 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 2.88% | — | +0.14% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 2.69% | — | +3.53% | |
| 18 | LRCXEUR | Lam Research CORP | 株式-IT | 2.62% | — | +4.86% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 2.59% | -0.66% | +4.55% | |
| 20 | USB | US Bancorp | 株式-金融 | 2.49% | — | +5.69% | |
| 21 | TROW | T Rowe Price Group INC | 株式-金融 | 2.31% | — | +6.12% | |
| 22 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 2.15% | — | +3.65% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.99% | +0.07% | -3.08% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.44% | — | -18.86% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.90% | — | -13.95% | |
| 26 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.88% | — | -15.48% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | -0.17% | +1.73% | |
| 28 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.76% | -0.24% | -16.56% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | +0.03% | +4.51% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.57% | -0.14% | +3.87% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.49% | -0.04% | +1.63% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.48% | -0.07% | +2.55% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.46% | +0.04% | +6.19% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | -0.44% | +8.41% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | +4.32% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | -0.07% | +0.99% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.16% | -0.28% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.34% | — | +0.07% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.29% | +0.06% | NEW | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.26% | — | -0.09% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.26% | — | +0.69% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.24% | — | +2.77% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | +0.02% | — | |
| 44 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.23% | — | +0.71% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.22% | — | +1.25% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.21% | — | +0.49% | |
| 47 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.21% | — | +2.64% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.21% | — | -3.19% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.21% | — | -0.48% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | +13.41% |