CIK: 0001767724
申告総資産額
$5.7億
| # | 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 | TJX | Tjx Companies INC | 株式-一般消費財 | 87.41% | +2.82% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.31% | -1.53% | +56.86% | |
| 3 | AAPL | Apple INC | 株式-IT | 1.62% | -0.18% | +9.70% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.12% | +3.18% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.46% | -6.14% | |
| 6 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.68% | — | +56.05% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | -0.01% | -22.47% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -0.04% | -14.84% | |
| 9 | SUB | Ishares Short-term National | ETF-その他 | 0.43% | -0.13% | EXIT | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -14.18% | |
| 11 | MMM | 3m Co | 株式-資本財 | 0.39% | -0.02% | — | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.35% | -0.16% | -44.15% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.12% | -1.01% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.25% | — | +55.15% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.19% | +0.05% | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.18% | +0.06% | +4.04% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.03% | +1.10% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.16% | — | — | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | -5.73% | |
| 20 | PYPL | Paypal Holdings INC | 株式-金融 | 0.16% | — | -25.67% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.15% | +0.05% | -45.06% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.15% | — | -5.35% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.15% | -0.20% | +7.83% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | -0.04% | -31.07% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 0.13% | — | +300.00% | |
| 26 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.10% | -0.03% | — | |
| 27 | SIRIEUR | Sirius Xm Holdings INC | 株式-その他 | 0.03% | — | -50.00% |