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 | 10.60% | — | +0.89% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.09% | +1.10% | +7.03% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.66% | +0.45% | +3.01% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.29% | — | +3.81% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.02% | — | +2.94% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.91% | — | +0.58% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.14% | — | +1.73% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 1.97% | — | +7.52% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.89% | — | -3.83% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.86% | — | +4.99% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.80% | -0.74% | EXIT | |
| 12 | AXP | American Express Co | 株式-金融 | 1.63% | — | +1.52% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.61% | -0.28% | +5.11% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.58% | — | +1.93% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.49% | -0.15% | +4.02% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.48% | — | +9.29% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.40% | — | -2.47% | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.35% | — | +1.24% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.33% | — | +0.16% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | — | +6.69% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.29% | — | +1.84% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | +5.75% | |
| 23 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.23% | -0.27% | +10.18% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.17% | — | +2.24% | |
| 25 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 1.17% | — | +0.94% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.09% | — | +313.26% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.98% | — | +10.10% | |
| 28 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.93% | — | +5.32% | |
| 29 | WELL | Welltower INC | 株式-不動産 | 0.90% | — | -3.16% | |
| 30 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.87% | — | -3.45% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.85% | -0.47% | -2.20% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +4.93% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.82% | — | +6.78% | |
| 34 | BIIB | Biogen INC | 株式-ヘルスケア | 0.79% | — | +1.03% | |
| 35 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.78% | — | +3.88% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.78% | — | +7.98% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.76% | — | +5.79% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.71% | — | +21.06% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.68% | — | +3.02% | |
| 40 | DRIV | Global X Autonomous&elec-etf | ETF-その他 | 0.68% | — | — | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.66% | — | +10.78% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | -0.32% | +12.02% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.15% | -50.19% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.62% | — | +1.29% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +5.34% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +2.70% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | +58.38% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.12% | -0.34% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +18.16% | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.52% | — | -2.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +0.9% | +313.26% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +2.94% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.58% | 増加 |
| 4 | HD | Home Depot INC | +0.2% | +58.38% | 増加 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +25.80% | 増加 |
| 6 | AXP | American Express Co | +0.2% | +1.52% | 増加 |
| 7 | IWS | Ishares Russell Mid-cap Valu | +0.2% | +10.18% | 増加 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +79.01% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.1% | +3.01% | 増加 |
| 10 | MDY | State Street Spdr S&p Midcap | +0.1% | +1.73% | 増加 |
| 11 | UNH | Unitedhealth Group INC | +0.1% | +9.29% | 増加 |
| 12 | CVX | Chevron CORP | +0.1% | +12.02% | 増加 |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | +174.22% | 増加 |
| 14 | DAL | Delta Air Lines INC | +0.1% | +19.83% | 増加 |
| 15 | MAR | Marriott International -cl A | +0.1% | +25.29% | 増加 |
| 16 | GS | Goldman Sachs Group INC | +0.1% | +3.02% | 増加 |
| 17 | AMAT | Applied Materials INC | +0.1% | -8.48% | 減少 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +5.34% | 増加 |
| 19 | GD | General Dynamics CORP | +0.1% | +14.97% | 増加 |
| 20 | CVS | Cvs Health CORP | +0.1% | +10.10% | 増加 |
| 21 | AMGN | Amgen INC | +0.1% | +7.98% | 増加 |
| 22 | RTX | Rtx CORP | +0.1% | +5.79% | 増加 |
| 23 | ABBV | Abbvie INC | +0.1% | +18.16% | 増加 |
| 24 | BIIB | Biogen INC | +0.1% | +1.03% | 増加 |
| 25 | WELL | Welltower INC | 0% | -3.16% | 減少 |
| 26 | BABA | Alibaba Group Holding-sp Adr | 0% | +21.06% | 増加 |
| 27 | MCD | Mcdonald's CORP | 0% | +4.93% | 増加 |
| 28 | XEXGX | Eaton Vance Tax-managed Glob | 0% | +3.88% | 増加 |
| 29 | T | At&t INC | 0% | +6.78% | 増加 |
| 30 | SBUX | Starbucks CORP | — | +2.24% | 増加 |
| 31 | BLKCHF | Blackrock INC | 0% | +1.24% | 増加 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +0.89% | 増加 |
| 33 | IWP | Ishares Russell Mid-cap Grow | -0.1% | +5.11% | 増加 |
| 34 | NVDA | Nvidia CORP | -0.2% | -37.48% | 減少 |
| 35 | PYPL | Paypal Holdings INC | -0.2% | -38.25% | 減少 |
| 36 | XYZ | Block INC | -0.2% | -57.19% | 減少 |
| 37 | AEP | American Electric Power | -0.2% | -65.62% | 減少 |
| 38 | BSX | Boston Scientific CORP | -0.3% | -80.15% | 減少 |
| 39 | QCOM | Qualcomm INC | -0.3% | +7.52% | 増加 |
| 40 | ROKU | Roku INC | -0.3% | -73.89% | 減少 |
| 41 | SNAP | Snap INC - A | -0.4% | -70.54% | 減少 |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | -3.83% | 減少 |
| 43 | META | Meta Platforms Inc-class A | -0.6% | -50.19% | 減少 |
| 44 | BA | Boeing Co/the | -0.7% | -79.73% | 減少 |
| 45 | DRIV | Global X Autonomous&elec-etf | — | NEW | 新規購入 |
| 46 | AGGY | Wisdomtree Yield Enhanced US | — | EXIT | 全売却 |
| 47 | GM | General Motors Co | — | NEW | 新規購入 |
| 48 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 49 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 50 | FLDR | Fidelity Low Durat Fact ETF | — | EXIT | 全売却 |