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 | 8.65% | — | -1.11% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.36% | — | -0.08% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.57% | — | +1.39% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.62% | — | -0.82% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.30% | — | +0.19% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.84% | — | +0.71% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.44% | — | +0.25% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 4.05% | — | -0.34% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.19% | — | +3.50% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.74% | — | -1.02% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.66% | — | +1.74% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.62% | — | +0.18% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | — | — | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.75% | — | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.70% | — | -4.04% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.64% | — | — | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.57% | — | +2.94% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.50% | — | -0.62% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.41% | — | — | |
| 20 | PSX | Phillips 66 | 株式-エネルギー | 1.40% | — | +0.05% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.40% | — | -3.22% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | -2.22% | |
| 23 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.19% | — | -3.00% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | -6.83% | |
| 25 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.09% | — | +0.08% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.07% | — | +3.74% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | +0.18% | |
| 28 | SGENUSD | Seagen INC | 株式-その他 | 0.99% | — | -3.96% | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.87% | — | -1.49% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.83% | — | +1.73% | |
| 31 | AMD | Advanced Micro Devices | 株式-IT | 0.78% | — | -0.25% | |
| 32 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.71% | — | -0.15% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | — | +9.92% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | -1.43% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.68% | — | -12.53% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.66% | — | +0.30% | |
| 37 | WY | Weyerhaeuser Co | 株式-不動産 | 0.65% | — | -5.04% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | -4.04% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.58% | — | -1.61% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.54% | — | — | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | — | -5.99% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.52% | — | — | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.52% | — | -0.95% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | — | +1.79% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.51% | — | -2.86% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.51% | — | -3.45% | |
| 47 | CLX | Clorox Company | 株式-生活必需品 | 0.48% | — | -1.79% | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.44% | — | -1.58% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.42% | — | -5.57% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | +2.46% |