CIK: 0001599330
申告総資産額
$30.2億
| # | 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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 24.82% | +0.96% | -6.06% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 11.86% | — | +3.11% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.97% | +0.07% | +1.21% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.30% | +0.24% | -8.13% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.15% | -0.05% | +8.00% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.20% | -0.21% | -4.50% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.94% | -0.13% | -9.18% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.81% | +0.04% | -4.44% | |
| 9 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 2.10% | — | -7.44% | |
| 10 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.88% | -0.08% | -18.14% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.80% | -0.17% | -1.05% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.42% | +5.01% | |
| 13 | IACIEUR | Iac/interactivecorp | 株式-その他 | 1.09% | — | +0.29% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.10% | -1.03% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | -1.06% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.11% | -0.29% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.85% | -0.05% | +10.18% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.41% | +1.45% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.69% | — | -2.02% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.68% | — | -2.22% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | +0.12% | +9.27% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.41% | +0.47% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | -0.03% | -5.64% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.54% | +0.22% | -0.37% | |
| 25 | CI | THE Cigna Group | 株式-ヘルスケア | 0.53% | — | +10.32% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.05% | -6.94% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | -2.80% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +5.07% | |
| 29 | DRUP | Graniteshares Nasdaq Select | ETF-テック型 | 0.41% | — | +0.01% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | +14.03% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.36% | — | +4.46% | |
| 32 | TWTRUSD | Twitter INC | 株式-その他 | 0.35% | — | +1.89% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | +13.34% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | — | +0.35% | |
| 35 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.33% | — | — | |
| 36 | T | At&t INC | 株式-通信サービス | 0.33% | — | -1.22% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.33% | — | +22.78% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | -18.61% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | -3.89% | |
| 40 | ROST | Ross Stores INC | 株式-一般消費財 | 0.30% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | -8.39% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +81.94% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.12% | -2.47% | |
| 44 | MS | Morgan Stanley | 株式-金融 | 0.26% | — | +2.86% | |
| 45 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.26% | — | +0.40% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.25% | +0.03% | -5.55% | |
| 47 | CTXSEUR | Citrix Systems INC | 株式-その他 | 0.25% | — | +0.35% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | +0.03% | +4.02% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | -37.09% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.23% | — | +79.27% |