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 | 7.67% | — | -1.58% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.05% | — | -0.70% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.78% | — | +3.61% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.73% | — | -1.15% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-その他 | 5.27% | — | -1.29% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.38% | — | +0.86% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.31% | — | -0.95% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 4.15% | — | -1.89% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.39% | — | +0.20% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.15% | — | -0.81% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.82% | — | +4.14% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.04% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.85% | — | -3.68% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | — | -0.33% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.76% | — | -11.47% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.69% | — | -0.47% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.67% | — | -0.40% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.56% | — | +0.01% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.48% | — | -6.97% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.43% | — | +2.84% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.38% | — | +34.15% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.37% | — | -6.49% | |
| 23 | PSX | Phillips 66 | 株式-エネルギー | 1.35% | — | -1.07% | |
| 24 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.22% | — | +5.53% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.16% | — | +4.80% | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.13% | — | -4.57% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.10% | — | -3.79% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.03% | — | +39.27% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.98% | — | +3.19% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | -1.01% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | — | -1.52% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.85% | — | -4.04% | |
| 33 | WY | Weyerhaeuser Co | 株式-不動産 | 0.79% | — | -2.59% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.74% | — | -7.25% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.72% | — | -1.64% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.71% | — | — | |
| 37 | SGENUSD | Seagen INC | 株式-その他 | 0.69% | — | -3.08% | |
| 38 | TGT | Target CORP | 株式-一般消費財 | 0.67% | — | -3.26% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.66% | — | -2.12% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.65% | — | +0.50% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.65% | — | -3.33% | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.65% | — | — | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.60% | — | +0.25% | |
| 44 | CLX | Clorox Company | 株式-生活必需品 | 0.59% | — | -17.62% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.56% | — | -0.53% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.54% | — | -0.15% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.54% | — | +3.74% | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | 0.52% | — | +2.11% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | — | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | — |