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 | 9.45% | — | -5.97% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.41% | +1.10% | +1.86% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.12% | +0.45% | +4.28% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.53% | — | +12.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.34% | — | +1.10% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.94% | — | +2.66% | |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.91% | — | +35.89% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 1.87% | — | +7.99% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.76% | — | -8.12% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.65% | -0.74% | EXIT | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.57% | — | -6.84% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.57% | — | -5.13% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.46% | -0.28% | -6.69% | |
| 14 | AXP | American Express Co | 株式-金融 | 1.39% | — | -17.22% | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.28% | — | -2.54% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.27% | — | -2.98% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.27% | — | +17.24% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.25% | — | +6.00% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.24% | — | -9.94% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.18% | — | +3.31% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.16% | — | +1.36% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | -0.15% | -5.11% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.13% | — | +31.20% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.07% | -0.27% | -6.18% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.04% | — | +3.91% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.15% | +47.41% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.98% | — | +29.70% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | +15.90% | |
| 29 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.93% | — | -4.38% | |
| 30 | WELL | Welltower INC | 株式-不動産 | 0.84% | — | -6.61% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.81% | — | +15.78% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.81% | — | +7.93% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +64.59% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.78% | — | +11.40% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +32.79% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.76% | -0.47% | +0.64% | |
| 37 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.74% | — | -9.13% | |
| 38 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.71% | — | -5.13% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.69% | — | +15.65% | |
| 40 | MS | Morgan Stanley | 株式-金融 | 0.67% | — | +148.14% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | — | -34.50% | |
| 42 | BIIB | Biogen INC | 株式-ヘルスケア | 0.64% | — | -7.18% | |
| 43 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.64% | — | -15.66% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | -0.32% | +8.34% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.60% | — | +9.19% | |
| 46 | DRIV | Global X Autonomous&elec-etf | ETF-その他 | 0.55% | — | -9.84% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.55% | -0.21% | +49.36% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +2.76% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | — | +11.46% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | -0.12% | +1.59% |