CIK: 0001794198
申告総資産額
$17.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.85% | — | -1.78% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.28% | — | -0.52% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.99% | — | +5.81% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.07% | — | -3.93% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.83% | — | -3.02% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.65% | — | -1.68% | |
| 7 | TXN | Texas Instruments INC | 株式-IT | 2.41% | — | +2.41% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.38% | — | -2.62% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.22% | — | -5.76% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.97% | — | +2.22% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.86% | — | -1.55% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.85% | — | -2.39% | |
| 13 | UNP | Union Pacific CORP | 株式-資本財 | 1.76% | — | -0.19% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | — | +87.70% | |
| 15 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.63% | — | -2.19% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.56% | — | -4.66% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.55% | — | -5.31% | |
| 18 | FISV | Fiserv INC | 株式-その他 | 1.53% | — | -2.68% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.52% | — | -2.15% | |
| 20 | FRCB | First Republic Bank/ca | 株式-金融 | 1.50% | — | -1.47% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.49% | — | +13.73% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | +29.92% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.47% | — | +43.81% | |
| 24 | ALL | Allstate CORP | 株式-金融 | 1.37% | — | +2.23% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.32% | — | +1.94% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.28% | — | -1.80% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.19% | — | -1.79% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.17% | — | +4.78% | |
| 29 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.04% | — | -1.54% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | — | +7.11% | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.03% | — | -1.09% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.02% | — | +5.16% | |
| 33 | XLB | Ss Materials Select Sector | ETF-その他 | 0.95% | — | -1.96% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | +423.25% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | +7.32% | |
| 36 | ARCC | Ares Capital CORP | 株式-金融 | 0.78% | — | +0.02% | |
| 37 | ROP | Roper Technologies INC | 株式-IT | 0.78% | — | -1.84% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.74% | — | -1.07% | |
| 39 | VLO | Valero Energy CORP | 株式-エネルギー | 0.72% | — | +0.73% | |
| 40 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.71% | — | +10.44% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +8.23% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.68% | — | +931.56% | |
| 43 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.66% | — | -0.76% | |
| 44 | BAX | Baxter International INC | 株式-ヘルスケア | 0.64% | — | +8.60% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +6.23% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | — | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.62% | — | +18.85% | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.61% | — | +9.11% | |
| 49 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.60% | — | +0.12% | |
| 50 | AEP | American Electric Power | 株式-公益事業 | 0.57% | — | +7.97% |