CIK: 0001803648
申告総資産額
$1.9億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 4.94% | — | +0.62% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.72% | — | +2.57% | |
| 3 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 4.46% | — | +2.99% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.41% | — | +3.98% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.33% | — | +1.38% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 4.09% | — | -1.21% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 4.05% | — | +0.94% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.71% | — | +1.67% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.57% | — | -4.95% | |
| 10 | PGX | Invesco Preferred ETF | ETF-その他 | 3.47% | — | +8.41% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.45% | — | +0.92% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.39% | — | -5.55% | |
| 13 | TFX | Teleflex INC | 株式-ヘルスケア | 1.51% | — | — | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.48% | — | -0.58% | |
| 15 | MS | Morgan Stanley | 株式-金融 | 1.46% | — | -2.32% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.41% | — | -4.23% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | — | +0.14% | |
| 18 | PIE | Invesco Dorsey Wright Emergi | ETF-その他 | 1.25% | — | +0.00% | |
| 19 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.12% | — | +1.62% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.03% | — | -4.22% | |
| 21 | ITW | Illinois Tool Works | 株式-資本財 | 1.00% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.93% | — | -0.02% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.93% | — | +10.01% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | -5.17% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.83% | — | -2.07% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | +3.60% | |
| 27 | DTE | Dte Energy Company | 株式-公益事業 | 0.81% | — | +5.78% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.78% | — | +15.82% | |
| 29 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 0.77% | — | +4.79% | |
| 30 | AON | Aon plc | 株式-金融 | 0.77% | — | -0.09% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | +9.81% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.72% | — | -3.35% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | +2.84% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | +0.78% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | — | — | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | +14.32% | |
| 37 | VLO | Valero Energy CORP | 株式-エネルギー | 0.65% | — | -1.80% | |
| 38 | FICO | Fair Isaac CORP | 株式-IT | 0.59% | — | -2.56% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.58% | — | -1.44% | |
| 40 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.58% | — | +3.81% | |
| 41 | SDA | Sealed Air CORP | 株式-一般消費財 | 0.58% | — | +15.16% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +3.15% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.54% | — | -2.52% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.52% | — | +0.30% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.52% | — | +10.41% | |
| 46 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.51% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.50% | — | -3.08% | |
| 48 | INTU | Intuit INC | 株式-IT | 0.48% | — | -9.45% | |
| 49 | POOL | Pool CORP | 株式-資本財 | 0.47% | — | +5.27% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.46% | — | +2.50% |