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 | AAPL | Apple INC | 株式-IT | 8.39% | — | -0.96% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.58% | — | +0.59% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 5.98% | — | -0.18% | |
| 4 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.73% | — | +0.24% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.54% | — | -1.83% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.44% | — | +1900.00% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 3.86% | — | -0.93% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.70% | — | -0.14% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.29% | — | -4.55% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.19% | — | -2.30% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.54% | — | +0.26% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.29% | — | -1.48% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.95% | — | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.84% | — | +0.04% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.58% | — | +0.01% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.54% | — | -1.99% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | — | +1.17% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | — | +0.16% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.42% | — | — | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.40% | — | +1.16% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 1.25% | — | -0.87% | |
| 22 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.12% | — | -5.84% | |
| 23 | PSX | Phillips 66 | 株式-エネルギー | 1.06% | — | -0.52% | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.04% | — | +0.11% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | -1.77% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.00% | — | -8.15% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.97% | — | — | |
| 28 | SGENUSD | Seagen INC | 株式-その他 | 0.96% | — | -4.25% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.94% | — | -4.35% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.88% | — | -3.45% | |
| 31 | WY | Weyerhaeuser Co | 株式-不動産 | 0.86% | — | -1.42% | |
| 32 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.85% | — | -1.06% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.81% | — | +3.74% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.81% | — | +2.81% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.73% | — | +67.23% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | +1.97% | |
| 37 | CLX | Clorox Company | 株式-生活必需品 | 0.71% | — | -0.73% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.66% | — | -2.52% | |
| 39 | TGT | Target CORP | 株式-一般消費財 | 0.64% | — | +18.86% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.64% | — | — | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.62% | — | -0.77% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | — | +9.96% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.60% | — | +50.82% | |
| 44 | AMD | Advanced Micro Devices | 株式-IT | 0.58% | — | +3.87% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.57% | — | +5.91% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.57% | — | -7.36% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.56% | — | -2.51% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.56% | — | +0.16% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.52% | — | -3.28% | |
| 50 | GRMN | Garmin Ltd. | 株式-IT | 0.44% | — | -4.70% |