CIK: 0001808523
申告総資産額
$6684.3万
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 34.84% | +0.89% | — | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 22.68% | -3.59% | EXIT | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.94% | — | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.69% | +0.49% | NEW | |
| 5 | AAPL | Apple INC | 株式-IT | 5.63% | -1.89% | — | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.11% | — | — | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.99% | — | — | |
| 8 | SHW | Sherwin-williams Co/the | 株式-素材 | 2.06% | -0.19% | — | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.50% | — | — | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | — | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 0.92% | — | — | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.89% | — | — | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | — | |
| 14 | DE | Deere & Co | 株式-資本財 | 0.84% | — | — | |
| 15 | ORCL | Oracle CORP | 株式-IT | 0.82% | — | — | |
| 16 | CAT | Caterpillar INC | 株式-資本財 | 0.80% | +1.77% | NEW | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.73% | — | — | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | — | |
| 19 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.57% | — | — | |
| 20 | ✓ | Allegiance Bancshares | 株式-その他 | 0.45% | — | — | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | -0.18% | — | |
| 22 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.38% | — | — | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | — | |
| 24 | TD | Toronto-dominion Bank | 株式-金融 | 0.37% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | — | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.32% | — | — | |
| 27 | ALB | Albemarle CORP | 株式-素材 | 0.27% | — | — | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.23% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | — |