CIK: 0001914617
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 | AAPL | Apple INC | 株式-IT | 6.82% | -0.20% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.53% | -0.92% | — | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-その他 | 5.32% | +0.62% | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.88% | -0.09% | — | |
| 5 | URI | United Rentals INC | 株式-資本財 | 4.76% | -0.31% | — | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.01% | -0.01% | — | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 3.90% | +0.98% | — | |
| 8 | AMAT | Applied Materials INC | 株式-IT | 3.87% | +1.08% | — | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.47% | -0.31% | — | |
| 10 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 3.02% | — | — | |
| 11 | AVGO | Broadcom INC | 株式-IT | 2.81% | -0.37% | — | |
| 12 | ADBE | Adobe INC | 株式-IT | 2.80% | -0.31% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | +0.10% | — | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.61% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.18% | — | |
| 16 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.50% | -0.55% | — | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.38% | — | — | |
| 18 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.28% | +0.16% | — | |
| 19 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.95% | +0.30% | — | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.91% | -0.29% | — | |
| 21 | GD | General Dynamics CORP | 株式-資本財 | 1.91% | +0.08% | — | |
| 22 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.86% | +0.11% | — | |
| 23 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.85% | +0.17% | — | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 1.72% | — | — | |
| 25 | CSX | Csx CORP | 株式-資本財 | 1.56% | +0.22% | — | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | +0.21% | — | |
| 27 | NXST | Nexstar Media Group INC | 株式-通信サービス | 1.47% | -0.09% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | -0.10% | — | |
| 29 | BX | Blackstone INC | 株式-金融 | 1.29% | -0.38% | — | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 1.19% | — | — | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | +0.22% | — | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 1.12% | -0.13% | — | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 1.09% | — | — | |
| 34 | ARCC | Ares Capital CORP | 株式-金融 | 1.03% | -0.37% | EXIT | |
| 35 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.00% | — | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | -0.13% | — | |
| 37 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.95% | +0.25% | — | |
| 38 | SPLKCHF | Splunk INC | 株式-その他 | 0.94% | — | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | — | |
| 40 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.68% | +0.12% | — | |
| 41 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 0.65% | -0.26% | EXIT | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.65% | +0.05% | — | |
| 43 | BCE | Bce INC | 株式-通信サービス | 0.52% | — | — | |
| 44 | SPG | Simon Property Group INC | 株式-不動産 | 0.52% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.29% | — | — | |
| 46 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.29% | — | — | |
| 47 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.22% | -0.07% | EXIT | |
| 48 | CCI | Crown Castle INC | 株式-不動産 | 0.18% | — | — | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.18% | — | — | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.15% | +0.07% | NEW |