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 | MSFT | Microsoft CORP | 株式-IT | 8.63% | — | +16.62% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.28% | — | +0.53% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.14% | — | +0.68% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.98% | — | +0.17% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.64% | — | +1.43% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.60% | — | +4.32% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 3.83% | — | -0.69% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.19% | — | -0.25% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.93% | — | +9.12% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.93% | — | +3.81% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.49% | — | +1.02% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.24% | — | +7.88% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.92% | — | -3.09% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | — | +0.56% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.64% | — | -0.94% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.44% | — | -34.80% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.41% | — | +0.01% | |
| 18 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.41% | — | — | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | +3.77% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.28% | — | — | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.26% | — | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.19% | — | +304.50% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | — | |
| 24 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.13% | — | +4.55% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.98% | — | -0.61% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | +1.47% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | — | +6.19% | |
| 28 | SGENUSD | Seagen INC | 株式-その他 | 0.82% | — | +1.09% | |
| 29 | PSX | Phillips 66 | 株式-エネルギー | 0.81% | — | +4.39% | |
| 30 | WY | Weyerhaeuser Co | 株式-不動産 | 0.77% | — | -3.44% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.76% | — | +1.69% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | +2.38% | |
| 33 | CLX | Clorox Company | 株式-生活必需品 | 0.72% | — | +1.71% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.72% | — | +1.59% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.68% | — | -1.44% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.68% | — | +7.32% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.66% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | — | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.65% | — | -3.46% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.62% | — | -8.14% | |
| 41 | AMD | Advanced Micro Devices | 株式-IT | 0.62% | — | +8.21% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.57% | — | -0.56% | |
| 43 | DISCAUSD | Discovery INC - A | 株式-その他 | 0.56% | — | +0.41% | |
| 44 | GRMN | Garmin Ltd. | 株式-IT | 0.56% | — | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.55% | — | +12.35% | |
| 46 | CME | Cme Group INC | 株式-金融 | 0.49% | — | +22.10% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.49% | — | +0.16% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.46% | — | +8.65% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.43% | — | +5.53% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.43% | — | — |