CIK: 0001767715
申告総資産額
$13.3億
| # | 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 | 7.77% | — | -23.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.65% | — | -49.10% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 7.01% | — | -0.32% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.59% | — | -43.91% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 3.11% | — | +0.02% | |
| 6 | 2JE | Focus Financial Partners-a | 株式-その他 | 2.66% | — | -8.19% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.58% | — | -1.80% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.26% | — | -6.41% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.22% | — | -75.84% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.10% | — | -64.88% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.03% | — | -2.02% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.58% | — | +0.50% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | — | +6.05% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | — | -2.48% | |
| 15 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.25% | — | — | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | — | -6.29% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | — | -7.43% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | -2.17% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.98% | — | +24.57% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | — | -8.00% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.96% | — | +22.18% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 0.93% | — | +8.76% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | +8.42% | |
| 24 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.88% | — | -25.76% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | — | +7.90% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | -7.10% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | -5.17% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.79% | — | -19.08% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | -4.35% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.68% | — | +74.25% | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.68% | — | -12.32% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.66% | — | +4.14% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | — | -11.91% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.63% | — | — | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.62% | — | +6.62% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.57% | — | -15.07% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | -93.30% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | -7.68% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | -13.26% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | — | -43.82% | |
| 41 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.55% | — | -2.55% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.54% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | -20.16% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.52% | — | +0.02% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.51% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.49% | — | -24.42% | |
| 47 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.48% | — | -5.89% | |
| 48 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.47% | — | -25.53% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | — | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.47% | — | — |