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 | AAPL | Apple INC | 株式-IT | 7.62% | +1.10% | -5.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.41% | — | -14.12% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.71% | +0.45% | -3.72% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.17% | — | -1.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.09% | — | +2006.97% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.43% | — | +2.27% | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 2.05% | — | +3.84% | |
| 8 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.79% | — | +17.02% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.61% | — | -1.82% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | -0.32% | +35.61% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.57% | — | +17.30% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.46% | — | -5.95% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | — | -7.30% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | +1015.45% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | -12.92% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.26% | — | +29.74% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.24% | — | +22.73% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | -0.15% | -16.82% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.15% | +21.45% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | — | +16.78% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.02% | — | +10.14% | |
| 22 | MET | Metlife INC | 株式-金融 | 1.01% | -0.29% | +24.35% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.99% | +0.13% | +21.54% | |
| 24 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.95% | -0.85% | EXIT | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -1.13% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.91% | — | -3.69% | |
| 27 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.91% | — | +1286.51% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | — | -9.23% | |
| 29 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.89% | — | +1008.63% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | -14.28% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.88% | — | -5.14% | |
| 32 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.88% | — | +1004.98% | |
| 33 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.88% | — | -14.65% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.88% | — | -32.07% | |
| 35 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.86% | — | +98.64% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.85% | — | -24.66% | |
| 37 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.80% | -0.21% | +85.53% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.80% | — | +9.49% | |
| 39 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.80% | — | +55.88% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.78% | — | +1.67% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.74% | — | +62.07% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | -0.12% | +50.69% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.73% | +1.98% | +65.62% | |
| 44 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.72% | — | +36.53% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.68% | — | +45.84% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.68% | -0.28% | -29.11% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.67% | -0.47% | +2.93% | |
| 48 | PRU | Prudential Financial INC | 株式-金融 | 0.67% | — | +73.56% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | +6.41% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | +6.57% |