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 | 8.96% | — | +301.13% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.37% | — | -2.08% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.91% | — | +0.49% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.46% | — | -1.95% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 3.03% | — | +2.62% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.65% | — | +10.11% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.26% | — | -1.48% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.97% | — | -6.29% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.96% | — | -2.43% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.94% | — | -1.92% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.71% | — | +2.81% | |
| 12 | 2JE | Focus Financial Partners-a | 株式-その他 | 1.69% | — | -29.43% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.59% | — | +0.91% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | — | +2.67% | |
| 15 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.32% | — | +0.72% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | +5.65% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | — | +9.46% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | — | -0.34% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.99% | — | +2.83% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 0.99% | — | +1.25% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.98% | — | +0.31% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | +0.72% | |
| 23 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.95% | — | -38.56% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | — | +2.59% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.87% | — | +34.38% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +7.16% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.79% | — | +27.94% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | +4.18% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | +1.24% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.66% | — | +17.37% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | — | +1.42% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.59% | — | -6.50% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +20.30% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | -4.53% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +1.63% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | — | — | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | — | +52.41% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | +20.67% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | -0.12% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | — | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.52% | — | — | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.51% | — | +3.23% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.51% | — | +0.01% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.50% | — | +10.60% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | — | -15.48% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | +2.32% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.49% | — | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | -9.39% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | +10.79% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +10.04% |