CIK: 0001773205
申告総資産額
$10.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.64% | — | +2.72% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.68% | +1.10% | +4.11% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.52% | +0.45% | +4.82% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.56% | — | +13.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.64% | — | +7.21% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.62% | — | +3.81% | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 2.28% | — | +4.09% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.24% | — | +0.69% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.00% | — | +2.90% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.96% | — | +2.61% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.67% | — | +2.56% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.66% | -0.28% | +96.12% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.63% | -0.15% | +8.52% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.60% | -0.74% | EXIT | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.50% | — | +1.66% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.46% | — | +4.00% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.41% | — | -3.41% | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.37% | — | +2.95% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | +10.66% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.35% | — | +6.68% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | — | +11.95% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.32% | — | +2.05% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | -0.15% | +8.56% | |
| 24 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 1.24% | — | +1.76% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.17% | — | +1.66% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.06% | -0.27% | -1.37% | |
| 27 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.98% | — | -6.16% | |
| 28 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.96% | — | +12.94% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.95% | — | +11.36% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.91% | -0.47% | +2.50% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.91% | — | +16.45% | |
| 32 | WELL | Welltower INC | 株式-不動産 | 0.86% | — | -3.97% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | +0.43% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.80% | — | +8.52% | |
| 35 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.76% | — | +8.20% | |
| 36 | BIIB | Biogen INC | 株式-ヘルスケア | 0.74% | — | +9.86% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.71% | — | +8.31% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.70% | — | -27.16% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.68% | — | +1.92% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.68% | — | +24.55% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.67% | — | +26.64% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | +21.02% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.59% | — | +16.10% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.12% | +14.13% | |
| 45 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.58% | — | -0.08% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +15.20% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | -0.32% | +17.76% | |
| 48 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.48% | — | -6.07% | |
| 49 | SNAP | Snap INC - A | 株式-通信サービス | 0.48% | — | -1.92% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | +18.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.3% | +3.81% | 増加 |
| 2 | QCOM | Qualcomm INC | +0.3% | +4.09% | 増加 |
| 3 | DIS | Walt Disney Co/the | +0.3% | +1.66% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.21% | 増加 |
| 5 | SNAP | Snap INC - A | +0.2% | -1.92% | 減少 |
| 6 | BA | Boeing Co/the | +0.2% | +11.36% | 増加 |
| 7 | MDY | State Street Spdr S&p Midcap | +0.2% | +2.90% | 増加 |
| 8 | CVS | Cvs Health CORP | +0.2% | +16.45% | 増加 |
| 9 | GS | Goldman Sachs Group INC | +0.2% | +16.10% | 増加 |
| 10 | ROKU | Roku INC | +0.1% | +0.26% | 増加 |
| 11 | BLKCHF | Blackrock INC | +0.1% | +2.95% | 増加 |
| 12 | WYNN | Wynn Resorts LTD | +0.1% | +33.68% | 増加 |
| 13 | NSC | Norfolk Southern CORP | +0.1% | +144.02% | 増加 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +46.77% | 増加 |
| 15 | CVX | Chevron CORP | +0.1% | +17.76% | 増加 |
| 16 | DAL | Delta Air Lines INC | +0.1% | +25.97% | 増加 |
| 17 | ABBV | Abbvie INC | +0.1% | +18.22% | 増加 |
| 18 | MAR | Marriott International -cl A | +0.1% | +16.45% | 増加 |
| 19 | BNY | Bank Of New York Mellon CORP | +0.1% | +18.67% | 増加 |
| 20 | AXP | American Express Co | +0.1% | +4.00% | 増加 |
| 21 | XEXGX | Eaton Vance Tax-managed Glob | +0.1% | +8.20% | 増加 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +21.02% | 増加 |
| 23 | WORK | Slack Technologies Inc- Cl A | +0.1% | +2.17% | 増加 |
| 24 | UNH | Unitedhealth Group INC | +0.1% | +10.66% | 増加 |
| 25 | XYZ | Block INC | +0.1% | -2.98% | 減少 |
| 26 | UBER | Uber Technologies INC | +0.1% | -0.47% | 減少 |
| 27 | SBUX | Starbucks CORP | 0% | +1.66% | 増加 |
| 28 | CSCO | Cisco Systems INC | 0% | +15.20% | 増加 |
| 29 | V | Visa Inc-class A Shares | 0% | +14.13% | 増加 |
| 30 | FPE | Ft-preferred Secur & INC ETF | 0% | +12.94% | 増加 |
| 31 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.50% | 増加 |
| 32 | AAPL | Apple INC | 0% | +4.11% | 増加 |
| 33 | IWS | Ishares Russell Mid-cap Valu | 0% | -1.37% | 減少 |
| 34 | IWP | Ishares Russell Mid-cap Grow | 0% | +96.12% | 増加 |
| 35 | AMZN | Amazon.com INC | -0.1% | +13.70% | 増加 |
| 36 | KO | Coca-cola Co/the | -0.1% | +6.68% | 増加 |
| 37 | META | Meta Platforms Inc-class A | -0.1% | +8.56% | 増加 |
| 38 | VZ | Verizon Communications INC | -0.1% | +11.95% | 増加 |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | +9.95% | 増加 |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | +2.56% | 増加 |
| 41 | MRK | Merck & Co. INC. | -0.2% | +8.52% | 増加 |
| 42 | RTX | Rtx CORP | -0.2% | -27.16% | 減少 |
| 43 | AGGY | Wisdomtree Yield Enhanced US | -0.3% | -23.17% | 減少 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.4% | +2.72% | 増加 |
| 45 | MSFT | Microsoft CORP | -0.4% | +4.82% | 増加 |
| 46 | DE | Deere & Co | — | NEW | 新規購入 |
| 47 | MS | Morgan Stanley | — | NEW | 新規購入 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 49 | STWD | Starwood Property Trust INC | — | NEW | 新規購入 |
| 50 | XOM | Exxon Mobil CORP | — | NEW | 新規購入 |