CIK: 0001766571
申告総資産額
$1.6億
| # | 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 | 7.79% | -1.25% | -0.83% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.76% | +0.01% | -3.15% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.53% | -0.84% | +2.85% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.07% | +1.75% | +19.69% | |
| 5 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 3.84% | — | -1.53% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.53% | -0.62% | -0.44% | |
| 7 | XCHYX | Calamos Convert & High INC | 株式-その他 | 3.43% | — | -4.62% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.27% | — | +97.61% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.89% | — | -0.50% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.75% | -0.53% | -0.17% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.52% | +3.53% | -1.92% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 2.43% | — | +1.15% | |
| 13 | T | At&t INC | 株式-通信サービス | 2.36% | — | +3.11% | |
| 14 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 2.29% | +0.06% | +21.65% | |
| 15 | XNCMX | Nuveen Ca Amt-fr Muni INC | 株式-その他 | 2.28% | — | -1.93% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.92% | +0.24% | -0.28% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.89% | — | -3.41% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.82% | -0.13% | EXIT | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | -4.29% | +39.50% | |
| 20 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 1.65% | — | -4.23% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.57% | — | +18.63% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.55% | — | +95.19% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.55% | — | -6.95% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.39% | +0.06% | +0.43% | |
| 25 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 1.38% | — | -0.57% | |
| 26 | CLX | Clorox Company | 株式-生活必需品 | 1.34% | — | +0.92% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -3.03% | -0.19% | |
| 28 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.31% | — | -6.19% | |
| 29 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.26% | — | +0.17% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 1.14% | — | -2.81% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | -1.05% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.12% | +0.15% | -5.78% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.02% | — | -0.44% | |
| 34 | D | Dominion Energy INC | 株式-公益事業 | 0.99% | — | +7.51% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.98% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +6.22% | |
| 37 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.94% | — | +0.16% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.83% | — | +0.72% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +0.85% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.78% | +0.01% | — | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | — | — | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.74% | — | — | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | +2.45% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +1.20% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.64% | — | +0.54% | |
| 46 | DUK | Duke Energy CORP | 株式-公益事業 | 0.64% | — | +29.36% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.62% | — | +2.01% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.60% | — | -46.99% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | — | -1.56% | |
| 50 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 0.54% | — | +19.67% |