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 | 8.18% | — | +2.46% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.72% | — | -2.28% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.66% | — | -5.56% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.75% | — | +0.07% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.73% | — | +5.86% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.60% | — | +6.23% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 2.52% | — | -1.44% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.19% | — | +1.71% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.84% | — | -3.55% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.60% | — | -14.25% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | — | +43.64% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | — | +17.86% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | -0.50% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.36% | — | +0.35% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | — | +2.83% | |
| 16 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.25% | — | — | |
| 17 | 2JE | Focus Financial Partners-a | 株式-その他 | 1.18% | — | -20.79% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | — | -4.99% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | +4.09% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.98% | — | +10.98% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.94% | — | -1.95% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | — | -8.77% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | — | +28.82% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | +8.08% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | — | +2.41% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.76% | — | +0.11% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.71% | — | +0.34% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | -3.85% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | -20.65% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | — | +53.43% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | — | +5.45% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | -5.19% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.60% | — | — | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.58% | — | -32.96% | |
| 35 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | — | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | — | +93.19% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.56% | — | — | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | +174.62% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.53% | — | +0.50% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | — | +41.75% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | +0.55% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | -1.09% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | -7.55% | |
| 44 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.50% | — | — | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.49% | — | — | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.49% | — | +201.22% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | -1.26% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.47% | — | +0.01% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +136.09% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.47% | — | +3.72% |