CIK: 0001803081
申告総資産額
$2.1億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.04% | — | +4.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.33% | — | -3.41% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.11% | — | -2.53% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-その他 | 8.09% | — | +0.28% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.07% | — | -5.27% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.47% | — | -1.75% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 5.10% | — | -0.27% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.72% | — | +3.97% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.38% | — | +2.52% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.87% | — | +0.11% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.24% | — | +7.90% | |
| 12 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.12% | — | -6.53% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.02% | — | -6.05% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.92% | — | +1.00% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.69% | — | -0.68% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 1.60% | — | +34.64% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.58% | — | +10.37% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.41% | — | -1.32% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.26% | — | +54.44% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.22% | — | — | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.21% | — | +2.82% | |
| 22 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.12% | — | +61.98% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.05% | — | +0.08% | |
| 24 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.04% | — | -1.58% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.97% | — | — | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.94% | — | -1.41% | |
| 27 | PSX | Phillips 66 | 株式-エネルギー | 0.93% | — | +6.08% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.85% | — | — | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.85% | — | +1.28% | |
| 30 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.81% | — | +0.00% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.79% | — | -2.42% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.73% | — | +17.48% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.72% | — | -6.39% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.70% | — | -2.13% | |
| 36 | DISCAUSD | Discovery INC - A | 株式-その他 | 0.68% | — | +6.90% | |
| 37 | SGENEUR | Seagen INC | 株式-その他 | 0.58% | — | — | |
| 38 | WY | Weyerhaeuser Co | 株式-不動産 | 0.55% | — | +33.27% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | — | — | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | +3.92% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.42% | — | +1.25% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.36% | — | — | |
| 43 | Z | Zillow Group INC - C | 株式-通信サービス | 0.35% | — | — | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.33% | — | -13.86% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +157.69% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.31% | — | +27.68% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.24% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | — | |
| 49 | PFL | Pimco Income Strategy Fund | 株式-その他 | 0.21% | — | +0.49% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.21% | — | +58.51% |