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 | 7.99% | — | -0.94% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.50% | — | -0.76% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.36% | — | -2.59% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.60% | — | -4.35% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.01% | — | +5.22% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.69% | — | +3.20% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 2.47% | — | -0.37% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.09% | — | -3.98% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.07% | — | -0.40% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.73% | — | +1.10% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | — | -6.60% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | +30.28% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.35% | — | -1.98% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | — | +0.51% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.33% | — | -0.67% | |
| 16 | 2JE | Focus Financial Partners-a | 株式-その他 | 1.32% | — | -4.26% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -12.56% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | — | +1.41% | |
| 19 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.02% | — | +0.03% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.95% | — | +3.69% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | — | -3.80% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | — | +8.09% | |
| 23 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.84% | — | +1.50% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 0.80% | — | +8.65% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | — | +1.51% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +1.49% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | +2.39% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | +0.72% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.64% | — | +0.79% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | +16.19% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | — | +0.64% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.61% | — | +5.58% | |
| 33 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | — | — | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.59% | — | +0.25% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +25.98% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | +0.70% | |
| 37 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.57% | — | -0.45% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | — | +2.47% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.54% | — | -1.40% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | -1.48% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.50% | — | +151.58% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.49% | — | +307.54% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | -3.01% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | +9.01% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -0.12% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +8.10% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.48% | — | -3.77% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.47% | — | +0.04% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.47% | — | — | |
| 50 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.47% | — | — |